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Make sure your substitute, scannable forms are approved

Visit our new Tax News webpage

  We've redesigned our Tax News webpage to meet your need for timely information.

Go to Tax News Online (www.ftb.ca.gov/professionals/
taxnews/Index
) to get the most current information affecting tax professionals.

Tax News Online is updated biweekly. For that reason, we recommend you visit the webpage often.

If you have questions about any of our Tax News products or services, call the Tax News Help Desk at
(916) 845-7070.

Are you planning to use substitute or scannable 2000 California tax forms?

If so, please ensure that the tax forms meet our Substitute Forms Program requirements. Delays may occur during processing if these requirements are not met. In some cases, we may not be able to process your clients' forms and will have to contact them directly.

All companies that produce or sell substitute or scannable California tax forms must file an agreement to comply with our requirements for the 2000 tax year. Form FTB 1096, "Agreement to Comply with FTB Publication 1098," states that the company agrees to follow certain rules for developing substitute and scannable forms.

Note: Merely filing form FTB 1096, however, does not mean we have approved the company's forms.

Each year companies that produce substitute or scannable forms must submit their forms to us for approval. Companies that either sell or provide photocopies of official FTB forms do not need to submit them for approval. If you are unsure whether all your forms have been approved for the 2000 tax year, ask your software company to show you our letter of approval for each form before you use it.

Do not accept a general statement that the forms have been approved. Provide a list of forms you plan to use to the company and request a copy of the letter of approval for each form.

Here is a list of the companies that have filed forms FTB 1096 with us so far:

2nd Story Software, Inc.
(319) 373-3600 5227
Tax System, Inc. (800) 592-5227
Account Stationers & Printers
(800) 423-9717
AEI Fund Management, Inc.
Not Available
Alpha and Omega Solutions
(323) 930-0078
Alpine Data Inc. (800) 525-1040
AM Software (816) 741-7848
American Financial & Tax
(714) 669-1172
Arthur Andersen (941) 341-1000
ATX Forms, Inc (800) 944-8883
Block Financial Corporation
(800) 457-9525
CCH, Inc (Torrance) (800) 457-7639
CCH, Inc. (Wichita) (316) 612-5000
CFS Income Tax (805) 522-1157
Content Creators, LLC (415) 893-9915
CPA Software (850) 434-2685
Creative Solutions (800) 968-0600
Curtis Publications, Inc. Not Available
Deloitte & Touche Tax Technologies
(847) 236-8000
Data Technology Group - Not Available
Drake Software (828) 524-8020
EXACTAX Inc. (800) 352-3638
File Your Taxes.Com (805) 984-0248
Golden State Tax Training Institute, Inc.
(847) 459-3300
H&R Block, Inc (816) 504-1188
Chase Hambrecht & Quist/Granite Ventures LLC (415) 591-7700
H.D. Vest, Inc. (972) 870-6000
HowardSoft (858) 454-0121
Image One, Inc. (818) 701-9692
Inland Society of Tax Consultants
Not Available
Intuit, Inc. (858) 784-4274
ITS, Inc. (800) 487-8291
Jackson Hewitt Tax Service - Not Available
Jones Lang LaSalle, Inc.
(312) 782-5800
KPMG LLP -  Not Available
Lacerte  (858) 784-4274
Merrill Lynch (212) 236-7303
Microsoft Corporation (425) 703-7491
Micro Vision Software, Inc (800) 829-7354
Nelco (920) 337-2774
ORRTAX Software, Inc. (800) 377-3337
Paul Cornish, E.A. (909) 678-3561
Petz Enterprises, Inc. (209) 835-2720
PLM International, Inc. (415) 974-1399
Pro-BATE Software (970) 336-5973
Professional Stationers, Inc. 
(818) 982-5222

 

January/February 2001

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