e-file and Other Paperless Options Information Center

Individual e-file

Includes:

540 Resident Return

540 2EZ Resident Return

540NR Non-resident Return (Long & Short forms)

General Information

• Publication 1345 Handbook for Authorized e-file Providers
• Publication 1345A e-file Handbook Supplement
• Acceptable Forms for e-file
• Form 8453 Signature Document
• Form 8454 e-file Opt-out For Individual
• Form 8879 e-file Signature Authorization
• Approved Software Providers
• Secure Web Internet File Transfer (SWIFT)

Business e-file

Includes:

100/100S/100W Corporation Return

565 Partnership Return

568 Limited Liability Company Return

General Information

• Publication 1345B Handbook for Authorized e-file Providers
• Acceptable Forms for e-file
• Form 8453-C Authorization for Corporations
• Form 8453-P Authorization for Partnerships
• Form 8453-LLC Authorization for Limited Liability Companies
• Approved Software Providers
• Secure Web Internet File Transfer (SWIFT)

Information Returns

Includes:

Forms 1098, 1099, 5498 & W-2G

• e-1099 Program

Software Developers and Transmitters

Individual and Business e-file

General Information

Individual e-file Publications and Specifications

• Publication 1345 Handbook for Authorized e-file Providers
• Publication 1345A e-file Handbook Supplement
• Publication 1346 Specifications and Record Layouts for California Individual Income Tax Returns
• Publication 1436 Test Package for e-file of California Individual Income Tax Returns
• Acceptable Forms for e-file

Business e-file Publications and Schemas

• Publication 1345B Handbook for Authorized e-file Providers
• Publication 1346B Business e-file Guide for Software Developers and Transmitters
• Publication 1436B Test Package for e-file of California Business Tax Returns
• Publication 1436B Supplemental Test Package for e-file of California Business Tax Returns
• Acceptable Forms for e-file
• 2007 Schemas for 100/100S/100W
• 2007 Schemas for 565/568
• Archived Schemas