Answered: Re: How do I complete a California 3520 Power of Attorney?

TaxDebbie · ‎04-06-2021

Does Proseries have step by step instructions for completing a California 3520 Power of Attorney?

jhbvtacpa · ‎04-06-2021

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.

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Just-Lisa-Now- · ‎04-06-2021

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

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

jhbvtacpa · ‎04-06-2021

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.

How do I complete a California 3520 Power of Attorney?

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