Form 8453 - California E-File Return Authorization For Individuals - 2011 Page 2
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3Instructions for Form FTB 8453
California e-file Return Authorization for Individuals
General Information
E Paying Your Taxes
*
If you owe tax, you must pay it by April 17, 2012
, to avoid penalties and
A Purpose of Form FTB 8453
interest. When you e-file, you can choose from the following payment
options:
Form FTB 8453, California e-file Return Authorization for Individuals, is
the signature document for individual e-file returns. By signing this form
*
Due to the federal Emancipation Day holiday on April 16, 2012,
the taxpayer, electronic return originator (ERO), and paid preparer declare
tax returns filed and payments received on April 17, 2012, will be
that the return is true, correct, and complete. Additionally, the signatures
considered timely.
authorize the electronic transmission of the return to the Franchise Tax
• Pay by electronic funds withdrawal: You can have all or part of your
Board (FTB) and the execution of any designated electronic account
balance due withdrawn electronically from your bank account on the
settlement. The form does not serve as proof of filing an electronic
date you choose. See Part II.
return — the acknowledgement containing the date of acceptance for the
• Pay online: You can pay the amount you owe using our secure online
accepted return is that proof.
payment service. Go to ftb.ca.gov and search for Web Pay.
B ERO and Paid Preparer Responsibilities
• Pay by credit card: You can use your Discover, MasterCard, Visa, or
American Express card to pay your tax. Go to
As an authorized e-file provider, you must:
or call 800.272.9829. Use jurisdiction code
• Review the taxpayer’s return, plus entries and banking information on
1555. Official Payments Corp. charges a convenience fee for using
form FTB 8453. Obtain each taxpayer’s signature after you prepare the
this service. If you pay by credit card, do not mail the voucher (form
return but before you transmit it.
FTB 3582) to us.
• Sign form FTB 8453.
• Pay by check or money order: You can pay by check or money order
using form FTB 3582, Payment Voucher for Individual e-filed Returns.
• Provide taxpayer(s) with:
Mail form FTB 3582 with your check or money order to us using the
– A signed original or copy of form FTB 8453.
address printed on the voucher. Make all checks or money orders
– Original Form(s) W-2, W-2G, and 1099R.
payable in U.S. dollars and drawn against a U.S. financial institution.
– A copy of the taxpayer’s return and associated forms and
schedules.
Mandatory e-pay – If you are required by Revenue and Taxation Code
Section 19011.5 to make your payments electronically, you must make
• Retain the original or faxed signed form FTB 8453 for four years from
your tax return payment electronically (e.g. EFW or Web Pay). Go to
the due date of the return or four years from the date the return is filed,
ftb.ca.gov and search for mandatory epay for more information.
whichever is later. (Exception: VITA/TCE/Not for Profit Sites – Give the
signed form FTB 8453 to the taxpayer.)
Specific Instructions
C Taxpayer Responsibilities
Date of Acceptance
Before your ERO can e-file your return, you must:
• Verify all information on form FTB 8453, including SSN(s), ITIN(s), and
Enter the date FTB accepts the return in the space at the top of form
banking information. Reconfirm your routing and account numbers.
FTB 8453.
• Inspect a copy of the return and ensure the information is correct.
Part II – Settle Your Account Electronically
• Sign form FTB 8453 after the return is prepared but before it is
Using direct deposit or electronic funds withdrawal is voluntary and
transmitted.
applies only to the return you are filing at this time. If you want your
• Submit the signed form FTB 8453 to your ERO (fax is acceptable).
refund directly deposited into one or more accounts, or your payment
After your return is e-filed, you must retain the following documents for
withdrawn electronically from your account, you must complete the
the California statute of limitations period:
banking information on your return and complete Parts II and IV of form
• Form FTB 8453 (signed original or copy of the form).
FTB 8453 before transmitting the return.
• Original Form(s) W-2, W-2G, and 1099R.
We will not honor requests completed after transmission of the return. Be
sure the account information is correct. If the bank or financial institution
• A paper copy of Form 540, Form 540 2EZ, Long or Short Form 540NR.
rejects the electronic funds withdrawal due to an error in the routing
• A paper copy of your federal tax return.
number or account number, we will send you a notice that may include
• A paper copy of your other state income tax return if you claimed the
penalties and interest.
California Other State Tax Credit. Refer to California Schedule S.
To cancel an electronic funds withdrawal, you must call the FTB
The California statute of limitations is the later of four years from the
at 916.845.0353 at least two working days before the date of the
due date of the return or four years from the date the return is filed.
withdrawal.
(Exception: An extended statute of limitations period may apply for
Part III – Make Estimated Tax Payments for 2012
California or federal tax returns that are related to or subject to a federal
audit.)
When you e-file you may opt to schedule the electronic payment
of estimated tax payments for taxable year 2012. The amounts you
D Refund Information
designate on line 6 will be withdrawn from the account listed on lines 9,
10, and 11 on the date you select. Be sure to select a date on or before
Check your tax refund status at ftb.ca.gov and search for refund status
the due date of the estimated tax payment to avoid penalties and interest
or call our automated phone service at 800.338.0505.
charges.
FTB 8453 Instructions 2011 Page 1
For Privacy Notice, get form FTB 1131.
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