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Level 3
April 6, 2021
Solved

How do I complete a California 3520 Power of Attorney?

  • April 6, 2021
  • 2 replies
  • 18 views
Does Proseries have step by step instructions for completing a California 3520 Power of Attorney?
This topic has been closed for replies.
Best answer by jhbvtacpa

Log on to FTB.ca.gov--register for an account if you haven't already

You'll need to fill out the 3520 information online as well as upload a copy of the signed 3520. In a few days, you'll be given limited access to your clients' account. Your client will get a letter in the mail with an access code that will give you full access to all notices & info.

2 replies

Just-Lisa-Now-
Intuit Community Champion
April 6, 2021

Its been a few years, but I dont remember its being a complicated form...where are you getting stuck?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
jhbvtacpaAnswer
Level 5
April 7, 2021

Log on to FTB.ca.gov--register for an account if you haven't already

You'll need to fill out the 3520 information online as well as upload a copy of the signed 3520. In a few days, you'll be given limited access to your clients' account. Your client will get a letter in the mail with an access code that will give you full access to all notices & info.