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Use FTB-approved substitute or scannable forms

If you plan to use tax preparation software next year, be sure the California income tax forms generated from your software meet the requirements of our Substitute Forms Program. Filing tax returns on unapproved forms can lead to processing delays. And, in those cases where we cannot process the tax returns, we will have to contact your clients directly to resolve the processing problems.

All companies that manufacture and sell tax preparation software that generate California income tax forms must file an agreement with us stating their intent to comply with our requirements for the 2006 tax year. By signing form FTB 1096, Agreement to Comply with FTB Publication 1098 Annual Requirements, the company agrees to follow the rules for developing substitute and scannable forms.

Filing form FTB 1096 is the first step in the approval process. The second step is making sure that tax software companies actually comply with our annual requirements, and obtain our approval for use in the coming year. Tax software companies that produce substitute and scannable forms are required each year to submit their forms to us for approval before they are offered to their customers.

If you are unsure whether the forms you plan to use this upcoming filing season are FTB-approved, ask your software provider to show you the FTB-issued approval letter for each form you plan to use, before you use it. Don't accept a general statement from your provider that all company forms have been approved. Instead, give your provider a list of the forms you plan to use, and ask your provider to give you a copy of the FTB approval letter for each form.

Note: Companies that either sell or provide photocopies of official FTB forms do not need to submit them for approval.

At press time, the following software companies filed form FTB 1096 with us:

Company name Telephone number
5227 Tax System Inc. (626) 578-1978
2nd Story Software, Inc. (319) 373-3600
Accountant Stationers and Printers (213) 749-9241
American Financial and Tax (714) 669-1172 ext. 105
ATX II, LLC (800) 944-8883
Block Financial Corporation (800) 869-9220
BNA Software

(301) 367-4290

Brass Tax Presentations (858) 487-2331
C & S Technologies (408) 935-8468 ext. 104
CCH Tax and Accounting (800) 739-9998
CFS Tax Software, Inc. (800) 343-1157
Clientwhys, Inc. (818) 338-8700 ext. 240
CorpTax, LLC (847) 236-8000
Creative Solutions (800) 968-0600
Data Technology Group (315) 493-1120
Deloitte & Touche USA LLP (615) 882-6068
Drake Software (828) 524-8020
Exactax, Inc.   (714) 284-4802 ext. 219
Eztaxreturn.com (516) 626-7666 ext. 474
Fileyourtaxes.com (805) 644-9398
Gear Up Tax Seminars

(916) 645-1040

H & R Block, Inc. (816) 854-3416
HowardSoft

(858) 454-0121

Intuit, Inc. (858) 525-7108
Jackson Hewitt Tax Service (941) 378-7127
Lamson Tech

(215) 627-5874

Legal Aid Society of Orange County (714) 571-5200
Nelco Solutions

(800) 256-4669

On-line Taxes, Inc. (816) 232-0095
Online Tax Pros, Inc. (479) 968-4796
Orrtax Software Solutions, Inc. (425) 649-8291 ext. 8141
Petz Enterprises (209) 835-2720 ext. 2105
Phoenix American Financial Services, Inc.

(415) 485-4500

Pricewaterhouse Coopers LLP (813) 329-9548
Lawrence Livermore National Laboratory

(925) 422-1100

Rhodes Computer Services (706) 868-0985
RIA (800) 327-8829
SDDS Computer Accounting (909) 987-2408
Spidell Publishing, Inc. (714) 776-7850
Software Sourcery Systems, Inc. (619) 469-4844
Southern California Permanente Medical Group (626) 405-3024
STF Services Corporation (800) 541-7197
Tax Biz (408) 243-1472
Tax Hawk (435) 669-1122
Taxsation Inc.

(888) 829-1120 ext. 150

Tax$imple, Inc.

(973) 989-8955

Taxware Systems, Inc. (800) 877-1065
TaxWorks by Laser Systems (801) 529-9150
Trust Tax Services of America (508) 753-9311 ext. 156
Universal Tax Systems, Inc. (706) 290-7287
Vertex, Inc.

(941) 342-3674

WeFile, Inc.

(800) 790-3863

Wilson LLP    (404) 841-6250
Wolters Kluwer (847) 267-7336
World Tax Partners

(972) 236-6716

Zond Panaero Windsystem Partners I (713) 853-5172
Zond Panaero Windsystem Partners II (713) 853-5172
Zond Windsystem Energy Associates III (713) 853-5172
Zond Windsystem Energy Associates IV (713) 853-5172
Zond Windsystem Energy Associates V (713) 853-5172
Zond Windsystem Energy Associates VI (713) 853-5172
Zond Windsystem Energy Associates VII (713) 853-5172
Zond Windsystem Partners, LTD.
Series 85-A
(713) 853-5172
Zond Windsystem Partners, LTD.
Series 85-B
(713) 853-5172
Zond Windsystem Partners, LTD.
Series 85-C
(713) 853-5172