Form 8453 – Fill Out and Use This PDF

The Form 8453 is a crucial document for individuals filing their California tax returns electronically, serving as the e-file return authorization. It captures key personal information, alongside details of the taxpayer's income, refunds, or amounts owed, and instructions for direct deposits or electronic funds withdrawals. This form not only signifies the taxpayer's consent for electronic submission but also includes declarations by the tax preparer and the taxpayer, affirming the accuracy and completeness of the tax return data submitted. To ensure a smooth filing process, click the button below to accurately fill out your Form 8453.

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Form 8453 PDF Details

In the realm of tax filings, precision partnered with legally binding authorizations is paramount, a sentiment echoed by the intricacies embedded within Form 8453, the California e-File Return Authorization for Individuals. This form, an essential cog in the machinery of electronic tax submission for residents of California, performs a dual role. Firstly, it serves as a declaration by the taxpayer, affirming the accuracy and completeness of the information provided on their tax return to the best of their knowledge. Secondly, it acts as an authorizing document allowing for the electronic transmission of this return to the Franchise Tax Board (FTB), thereby signaling a harmonious blend of technology and legal conformity in tax administration. The form intricately outlines the taxpayer's consent for electronic funds withdrawal for tax payments or refunds, essentially facilitating a smoother, direct transactional flow between individuals’ bank accounts and the state treasury. Key details such as adjusted gross income, payment due, and the choice of direct deposit for refunds are meticulously captured, ensuring a comprehensive fiscal snapshot. Additionally, the form navigates taxpayers through the process of scheduling estimated tax payments for the upcoming year, thereby not just retrospectively addressing tax liabilities but also prospectively managing future tax obligations. Beyond the taxpayers, the document delineates responsibilities for Electronic Return Originators (EROs) and paid preparers, demanding a declaration of review and correctness of the return before its digital transmission. This procedural mandate underscores the commitment to accuracy and accountability in the e-filing process. Through the confluence of taxpayer and preparer declarations, Form 8453 underscores the symbiotic relationship between technology, law, and personal responsibility in modern tax administration.

Question	Answer
Form Name	Form 8453
Form Length	3 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	45 sec
Other names	e-file, Preparer, PTIN, ERO

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DO NOT MAIL THIS FORM TO THE FTB

Date Accepted _______________________

TAXABLE YEAR					FORM
2011	CALIFORNIA E-ﬁLE RETURN AUTHORIZATION FOR INDIVIDUALS				8453

Your ﬁrst name and initial		Last name		Your SSN or ITIN

If joint return, spouse’s/RDP’s ﬁrst name and initial		Last name		Spouse’s/RDP’s SSN or ITIN

Address (include number and street, PO Box, or PMB no.)			Apt. no. /Ste. no.	Daytime telephone number

City			State	ZIP Code

PART I Tax Return Information (whole dollars only)

1 California adjusted gross income. (Form 540, line 17; Form 540 2EZ, line 16; Long Form 540NR, line 32; or Short Form 540NR, line 32) 1 2 Refund or no amount due. (Form 540, line 115; Form 540 2EZ, line 28; Long Form 540NR, line 125; or Short Form 540NR, line 125) . 2 3 Amount you owe. (Form 540, line 111; Form 540 2EZ, line 27; Long Form 540NR, line 121; or Short Form 540NR, line 121) . . . . . . 3

PART II Settle Your Account Electronically for Taxable Year 2011 (Due 04/17/12)

4 m฀ Direct deposit of refund 5 m฀ Electronic funds withdrawal 5a Amount ___________________ 5b Withdrawal date (MM/DD/YYYY) ___________

PART III Make Estimated Tax Payments for Taxable Year 2012 These are NOT installment payments for the current amount you owe.

First Payment Due 4/17/12

Second Payment Due 6/15/12

Third Payment Due 9/17/12

Fourth Payment Due 1/15/13

6Amount

7Withdrawal date

PART IV Banking Information (Have you veriﬁed your banking information?)

8	Amount of refund to be directly deposited to account below ________________		12	The remaining amount of my refund for direct deposit ___________________
9	Routing number _______________________________________________		13	Routing number _____________________________________________
10	Account number_______________________________________________		14	Account number _____________________________________________
11	Type of account: m฀ Checking	m฀ Savings	15	Type of account: m฀ Checking	m฀ Savings

PART V Declaration of Taxpayer(s)

I authorize my account be settled as designated in Part II. If I check Part II, Box 4, I declare that the direct deposit refund information in Part IV agrees with the authorization stated on my return. If I check Part II, Box 5, I authorize an electronic funds withdrawal for the amount listed on line 5a and any estimated payment amounts listed on line 6 from the account listed on lines 9, 10, and 11. If I have ﬁled a joint return, this is an irrevocable appointment of the other spouse/RDP as an agent to receive the refund or authorize an electronic funds withdrawal.

Under penalties of perjury, I declare that the information I provided to my electronic return originator (ERO), transmitter, or intermediate service provider, including my name, address, and social security number (SSN) or individual taxpayer identiﬁcation number (ITIN), and the amounts shown in Part I above agrees with the information and amounts shown on the corresponding lines of my 2011 California income tax return. To the best of my knowledge and belief, my return is true, correct, and complete. If I am ﬁling a balance due return, I understand that if the Franchise Tax Board (FTB) does not receive full and timely payment of my tax liability, I remain liable for the tax liability and all applicable interest and penalties. I authorize my return and accompanying schedules and statements be transmitted to the FTB by my ERO, transmitter, or intermediate service provider. If the processing of my return or refund is delayed, I authorize the FTB to disclose to my ERO, intermediate service provider, the reason(s) for the delay or the date when the refund was sent.

Sign	
Sign
Here	Your signature


	
Date		Spouse’s/RDP’s signature. If ﬁling jointly, both must sign. Date
		It is unlawful to forge a spouse’s/RDP’s signature.

PART VI Declaration of Electronic Return Originator (ERO) and Paid Preparer. See instructions.

I declare that I have reviewed the above taxpayer’s return and that the entries on form FTB 8453 are complete and correct to the best of my knowledge. (If I am only an Intermediate Service Provider, I understand that I am not responsible for reviewing the taxpayer’s return. I declare, however, that form FTB 8453 accurately reﬂects the data on the return.) I have obtained the taxpayer’s signature on form FTB 8453 before transmitting this return to the FTB; I have provided the taxpayer with a copy of all forms and information that I will ﬁle with the FTB, and I have followed all other requirements described in FTB Pub. 1345, 2011 e-ﬁle Handbook for Authorized e-ﬁle Providers. I will keep form FTB 8453 on ﬁle for four years from the due date of the return or four years from the date the return is ﬁled, whichever is later, and I will make a copy available to the FTB upon request. If I am also the paid preparer, under penalties of perjury, I declare that I have examined the above taxpayer’s return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. I make this declaration based on all information of which I have knowledge.

			Date	Check if		Check			ERO’s PTIN
ERO	ERO’s-			also paid		if self-		
ERO	signature 			preparer		employed		
Must	Firm’s name (or yours						FEIN
Must	Firm’s name (or yours
Sign	if self-employed)
	and address								ZIP Code

Under penalties of perjury, I declare that I have examined the above taxpayer’s return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. I make this declaration based on all information of which I have knowledge.

Paid	Paid		Date	Check			Paid preparer’s PTIN
Paid	preparer’s			if self-
	preparer’s			if self-		
Preparer	signature 			employed		
Must	Firm’s name (or yours				FEIN
Must	Firm’s name (or yours							ZIP Code
Sign	and address							ZIP Code
	if self-employed)

For Privacy Notice, get form FTB 1131.

FTB 8453 C2 2011

Instructions for Form FTB 8453

California e-ile Return Authorization for Individuals

General Information

A Purpose of Form FTB 8453

Form FTB 8453, California e-ﬁle Return Authorization for Individuals, is the signature document for individual e-ﬁle returns. By signing this form the taxpayer, electronic return originator (ERO), and paid preparer declare that the return is true, correct, and complete. Additionally, the signatures authorize the electronic transmission of the return to the Franchise Tax Board (FTB) and the execution of any designated electronic account settlement. The form does not serve as proof of ﬁling an electronic return — the acknowledgement containing the date of acceptance for the accepted return is that proof.

B ERO and Paid Preparer Responsibilities

As an authorized e-ﬁle provider, you must:

•Review the taxpayer’s return, plus entries and banking information on form FTB 8453. Obtain each taxpayer’s signature after you prepare the return but before you transmit it.

•Sign form FTB 8453.

•Provide taxpayer(s) with:

–A signed original or copy of form FTB 8453.

–Original Form(s) W-2, W-2G, and 1099R.

–A copy of the taxpayer’s return and associated forms and schedules.

•Retain the original or faxed signed form FTB 8453 for four years from the due date of the return or four years from the date the return is ﬁled, whichever is later. (Exception: VITA/TCE/Not for Proﬁt Sites – Give the signed form FTB 8453 to the taxpayer.)

E Paying Your Taxes

If you owe tax, you must pay it by April 17, 2012*, to avoid penalties and interest. When you e-ﬁle, you can choose from the following payment options:

*Due to the federal Emancipation Day holiday on April 16, 2012, tax returns ﬁled and payments received on April 17, 2012, will be considered timely.

•Pay by electronic funds withdrawal: You can have all or part of your balance due withdrawn electronically from your bank account on the date you choose. See Part II.

•Pay online: You can pay the amount you owe using our secure online payment service. Go to ftb.ca.gov and search for Web Pay.

•Pay by credit card: You can use your Discover, MasterCard, Visa, or American Express card to pay your tax. Go to oficialpayments.com or call 800.272.9829. Use jurisdiction code 1555. Ofﬁcial Payments Corp. charges a convenience fee for using this service. If you pay by credit card, do not mail the voucher (form FTB 3582) to us.

•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. Mail form FTB 3582 with your check or money order to us using the address printed on the voucher. Make all checks or money orders payable in U.S. dollars and drawn against a U.S. ﬁnancial institution.

Mandatory e-pay – If you are required by Revenue and Taxation Code Section 19011.5 to make your payments electronically, you must make your tax return payment electronically (e.g. EFW or Web Pay). Go to ftb.ca.gov and search for mandatory epay for more information.

C Taxpayer Responsibilities

Before your ERO can e-ﬁle your return, you must:

•Verify all information on form FTB 8453, including SSN(s), ITIN(s), and banking information. Reconﬁrm your routing and account numbers.

•Inspect a copy of the return and ensure the information is correct.

•Sign form FTB 8453 after the return is prepared but before it is transmitted.

•Submit the signed form FTB 8453 to your ERO (fax is acceptable).

After your return is e-ﬁled, you must retain the following documents for the California statute of limitations period:

•Form FTB 8453 (signed original or copy of the form).

•Original Form(s) W-2, W-2G, and 1099R.

•A paper copy of Form 540, Form 540 2EZ, Long or Short Form 540NR.

•A paper copy of your federal tax return.

•A paper copy of your other state income tax return if you claimed the California Other State Tax Credit. Refer to California Schedule S.

The California statute of limitations is the later of four years from the due date of the return or four years from the date the return is ﬁled. (Exception: An extended statute of limitations period may apply for California or federal tax returns that are related to or subject to a federal audit.)

D Refund Information

Check your tax refund status at ftb.ca.gov and search for refund status or call our automated phone service at 800.338.0505.

Speciﬁc Instructions

Date of Acceptance

Enter the date FTB accepts the return in the space at the top of form FTB 8453.

Part II – Settle Your Account Electronically

Using direct deposit or electronic funds withdrawal is voluntary and applies only to the return you are ﬁling at this time. If you want your refund directly deposited into one or more accounts, or your payment withdrawn electronically from your account, you must complete the banking information on your return and complete Parts II and IV of form FTB 8453 before transmitting the return.

We will not honor requests completed after transmission of the return. Be sure the account information is correct. If the bank or ﬁnancial institution rejects the electronic funds withdrawal due to an error in the routing number or account number, we will send you a notice that may include penalties and interest.

To cancel an electronic funds withdrawal, you must call the FTB at 916.845.0353 at least two working days before the date of the withdrawal.

Part III – Make Estimated Tax Payments for 2012

When you e-ﬁle you may opt to schedule the electronic payment of estimated tax payments for taxable year 2012. The amounts you 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 the due date of the estimated tax payment to avoid penalties and interest charges.

For Privacy Notice, get form FTB 1131.

FTB 8453 Instructions 2011 Page 1

To cancel a scheduled estimated tax payment, you must call the FTB at 916.845.0353 at least two working days before the date of the withdrawal.

Part IV – Banking Information

Individual taxpayers may request that only their refund be electronically deposited into more than one checking or savings account. It’s fast, safe, and convenient to have your refund directly deposited into your bank account.

You can ﬁnd the routing and account numbers on a check or bank statement, or by contacting your ﬁnancial institution. Do not use a deposit slip as it may contain internal routing numbers.

Lines 8 and 12 – The refund amounts you designated for direct deposit.

Lines 9 and 13 – The routing number must be nine digits. The ﬁrst two digits must be between 01 and 12 or 21 and 32.

Lines 10 and 14 – The account number can be up to 17 characters and can include numbers and letters. Include hyphens but omit spaces and special symbols.

Note: Some ﬁnancial institutions will not allow a joint refund to be deposited to an individual account. If the direct deposit is rejected, we will issue a paper check.

Caution: Check with your ﬁnancial institution to make sure your deposit will be accepted and to get the correct routing and account numbers. The FTB is not responsible for a lost refund due to incorrect account information entered by you or your representative.

Part V – Declaration of Taxpayer(s)

An e-ﬁled tax return is not considered complete or ﬁled unless form FTB 8453 is signed by you before the return is transmitted.

Deceased taxpayer(s) – The legal representative (e.g., beneﬁciary, administrator, or executor) of the deceased taxpayer’s estate must sign form FTB 8453 before the return is transmitted.

If you are the surviving spouse/RDP and no administrator or executor has been appointed, you may still ﬁle a joint return for the year of death.

Indicate next to your signature that you are the surviving spouse/RDP. Also, print “Deceased” and the date of death next to the name of the deceased taxpayer.

If you ﬁle a return and claim a refund due to a deceased taxpayer, you are certifying under penalty of perjury either that you are the legal representative of the deceased taxpayer’s estate (in this case, you must attach certiﬁed copies of the letters of administration or letters testamentary to form FTB 8453) or that you are entitled to the refund as the deceased’s surviving relative or sole beneﬁciary under the provisions of the California Probate Code. You must also attach a copy of federal Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer, or a copy of the death certiﬁcate to form FTB 8453.

Part VI – Declaration of ERO and Paid Preparer

The ERO must sign and complete this part. If the ERO is also the paid preparer, the ERO must check the box labeled “Check if also paid preparer.” If the ERO is not the paid preparer, the paid preparer must sign in the space for “Paid Preparer Must Sign.”

Additional Information

TTY/TDD: 800.822.6268 for persons with hearing or speech impairments.

Page 2 FTB 8453 Instructions 2011

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