|Make sure your substitute, scannable forms are approved|
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to Tax News Online (www.ftb.ca.gov/professionals/
Tax News Online is updated biweekly. For that reason, we recommend you visit the webpage often.
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Are you planning to use substitute or scannable 2000 California tax forms?
If so, please ensure that the tax forms meet our Substitute Forms Program requirements. Delays may occur during processing if these requirements are not met. In some cases, we may not be able to process your clients' forms and will have to contact them directly.
All companies that produce or sell substitute or scannable California tax forms must file an agreement to comply with our requirements for the 2000 tax year. Form FTB 1096, "Agreement to Comply with FTB Publication 1098," states that the company agrees to follow certain rules for developing substitute and scannable forms.
Note: Merely filing form FTB 1096, however, does not mean we have approved the company's forms.
Each year companies that produce substitute or scannable forms must submit their forms to us for approval. Companies that either sell or provide photocopies of official FTB forms do not need to submit them for approval. If you are unsure whether all your forms have been approved for the 2000 tax year, ask your software company to show you our letter of approval for each form before you use it.
Do not accept a general statement that the forms have been approved. Provide a list of forms you plan to use to the company and request a copy of the letter of approval for each form.
Here is a list of the companies that have filed forms FTB 1096 with us so far:
2nd Story Software,