State Electronic Filing Guide

Contact Information:

Franchise Tax Board
Customer Service
Electronic Processing Section MSA-1
P.O. Box 1468
Sacramento, CA - 95812
Phone: 916-845-0353
Fax: 916-845-0287
Tax Refund Inquiries: 800-338-0505
State Guide Details:

Grace Period : 10 days
E-filing Mandate : Must e-file if preparing more than 100 returns
Form for opting out of mandate : ERO retains Form 8454
Federal and State E-files Can Be Linked : No, agency does not support linked returns
State Can Be E-filed Separately : Yes
Return Types Accepted Electronically :
Resident : Yes
Part Year Resident : Yes
Non-Resident : Yes
Amended : Yes for 540/540NR starting in 2017, Yes for Form 568
Estimate Payments : When e-filing Form 540/540NR or the extension payment, up to 4 estimate payments may be included. When e-filing Form 568, next years estimated fee may be included
Extension : Yes for tax years 2016 and later, when authorizing payment by electronic funds withdrawal
Additional Return Types : Multiple units of Form 568 Limited Liability Company can be e-filed
Accepts Returns With : Refund, Zero Balance, Balance Due
Direct Deposit of Refunds : Yes (up to 2 accounts) for original Form 540/540NR returns only. No for amended returns and Form 568.
Payment of Balance Due by :
Electronic Funds Withdrawal (Direct Debit) : Yes
Credit Card : Yes
Online ePayment : Yes
Signature Requirements : ERO retains Form 8453 or 8879 for 4 years
Accepts eSignature : Yes
Supports PDF attachments : Yes
Tax year(s) supported for e-filing : Current tax year and two prior tax years
Drivers License or State ID Required : If your client was issued a driver’s license or state identification card, provide the requested information from it or indicate there is no applicable identification provided. An individual return cannot be filed electronically with the state if you do not provide a response on federal Screen IDAuth.
Average Refund Time :
E-filed Return : 5-7 days
Paper Return : 4-6 weeks
Application Requirements : Automatically accepts IRS approval
Special Considerations : See FTB Publication 1345 e-File Handbook

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