Make sure your 2001 substitute,
If you plan to use substitute and scannable California income tax forms next filing season, be sure that the forms generated by your software program meet our requirements for substitute forms.
All companies that produce or sell substitute and scannable California tax forms must file an agreement with us stating their intent to comply with our requirements for the 2001 tax year. By signing and submitting Form FTB 1096, Agreement to Comply with Franchise Tax Board Publication 1098, the company agrees to follow certain rules for developing substitute and scannable forms. However, that's only part of the process software developers must complete to provide you with approved tax forms.
Each year, computerized tax software developers are also required to submit each of their forms to us for our approval before distributing them. If you are unsure whether the forms you plan to use this upcoming filing season have our approval, ask your
software provider to show you the FTB letter of approval for each form you plan to use, before you use it. Do not accept a general statement from the software company that all their company's forms have been approved. Instead, give your software company a list of forms you plan to use and ask them to provide you with a copy of the FTB letter of approval for each form.
Companies that either sell or provide photocopies of official FTB forms do not need to submit them for approval.
Using unapproved forms may seem like a harmless infraction but it's not. Submitting unapproved forms can cause processing delays and in those cases where we can't process the form, we will have to contact your clients directly in order to process their returns.
By press time the following companies had filed a form FTB 1096 with us. Go to Tax News Online www.ftb.ca.gov/professionals/taxnews for the most current list of companies.