Incorporating Individual e-file Into Your Office

Final tips

Now that you know the process for e-filing individual returns, here are some final, important tips:

  • Attach paper forms and supporting documentation that are not included with the electronic return data to the California e-file Return Authorization form (FTB 8453) or the California e-file Signature Authorization form (FTB 8879) to complete the e-file return. For more information on retention of form FTB 8453 or form FTB 8879 and attachments, see FTB 1345, Handbook for Authorized e-file Providers , Section 7.
  • Mail an acknowledgement letter (along with a copy of their signed form FTB 8453 or form FTB 8879) for all accepted returns to your clients. Your software may provide this option.