California California e-file Return Authorization for Exempt Organizations

California e-file Return Authorization for Exempt Organizations
2023 Form 8453-EO California e-file Return Authorization for Exempt Organizations
DO NOT MAIL THIS FORM TO THE FTB

Date Accepted _______________________
TAXABLE YEAR

2023

California e-file Return Authorization for
Exempt Organizations

FORM

8453-EO

Exempt Organization name

Part I
1
2
3
4
5

Electronic Return Information (whole dollars only)

Total gross receipts or unrelated business taxable income (Form 199, line 4 or Form 109, line 5) . . . . . . . . . . . . . . . . . . . . . 1___________________
Total gross income or total tax (Form 199, line 8 or Form 109, line 14) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2___________________
Total expenses and disbursements (Form 199, line 9). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3___________________
Tax due (Form 109, line 23) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4___________________
Overpayment (Form 109, line 24) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5___________________

Part II
6
7

Identifying number

□
□

Settle Your Account Electronically for Taxable Year 2023

Direct Deposit of refund (Form 109 only.)
Electronic funds withdrawal
7a Amount ______________________

7b Withdrawal date (mm/dd/yyyy) _______________________

Part III Schedule of Estimated Tax Payments for Taxable Year 2024 (These are NOT installment payments for the current amount the exempt organization owes.)
First Payment

Second Payment

Third Payment

Fourth Payment

8 Amount
9 Withdrawal Date
Part IV Banking Information (Have you verified the exempt organization’s banking information?)
10 Routing number______________________________________________
□ Savings
11 Account number______________________________________________ 12 Type of account: □ Checking
Part V Declaration of Officer
I authorize the exempt organization’s account to be settled as designated in Part II. If I check Part llII , box 6, I declare that the bank account specified in
Part IV for the direct deposit refund agrees with the authorization stated on my return. If I check Part IIll, box 7, I authorize an electronic funds withdrawal
for the amount listed on line 7a and any estimated payment amounts listed on Part III, line 8 from the bank account specified in Part IV.
Under penalties of perjury, I declare that I am an officer of the above exempt organization and that the information I provided to my electronic return originator
(ERO), transmitter, or intermediate service provider and the amounts in Part I above agree with the amounts on the corresponding lines of the exempt
organization’s 2023 California electronic return. To the best of my knowledge and belief, the exempt organization’s return is true, correct, and complete. If
the exempt organization is filing a balance due return, I understand that if the Franchise Tax Board (FTB) does not receive full and timely payment of the
exempt organization’s tax liability, the exempt organization will remain liable for the tax liability and all applicable interest and penalties. I authorize the exempt
organization return and accompanying schedules and statements be transmitted to the FTB by the ERO, transmitter, or intermediate service provider. If the
processing of the exempt organization’s return or refund is delayed, I authorize the FTB to disclose to the ERO or intermediate service provider the
reason(s) for the delay or the date when the refund was sent.

Sign
Here

▶

Signature of officer

▶

Date

Title

Part VI Declaration of Electronic Return Originator (ERO) and Paid Preparer. See instructions.
I declare that I have reviewed the above exempt organization’s return and that the entries on form FTB 8453-EO 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 exempt organization’s return. I declare,
however, that form FTB 8453-EO accurately reflects the data on the return.) I have obtained the organization officer’s signature on form FTB 8453-EO before
transmitting this return to the FTB. I have provided the organization officer 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, 2023 Handbook for Authorized e-file Providers. I will keep form FTB 8453-EO on file for four
years from the due date of the return or four years from the date the exempt organization 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 exempt organization’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.

ERO
Must
Sign

ERO’s
signature

Date

▶

Firm’s name (or yours
if self-employed)
and address

▶

Check if
also paid
preparer

□

Check
ERO’s PTIN
if selfemployed
Firm’s FEIN

□

ZIP code

Under penalties of perjury, I declare that I have examined the above organization’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
Preparer
Must
Sign

Paid
preparer’s
signature

Date

▶

Firm’s name (or yours
if self-employed)
and address

Paid preparer’s PTIN
Check
if selfemployed
Firm’s FEIN

□

▶

ZIP code

FTB 8453-EO  2023