Homepage Blank California 3533 B Form
Outline

The California 3533 B form is essential for businesses, exempt organizations, estates, and trusts that need to update their mailing or business location addresses. This form is not attached to your tax return but serves a critical function in ensuring that the California Franchise Tax Board (FTB) has your current information. When completing the form, you will need to provide details such as your California corporation number, Secretary of State file number, and Federal Employer Identification Number (FEIN). You will also need to specify both your old and new addresses, including any relevant additional information. It's important to note that if you have a foreign address or are using a P.O. box, specific instructions must be followed. The form requires a signature from the owner, officer, or representative, along with the date of submission. By accurately filling out the California 3533 B form, you help maintain clear communication with the state, which can prevent potential issues related to tax notifications or compliance. Understanding the form's requirements is crucial for any entity that falls under its jurisdiction.

Sample - California 3533 B Form

X
Change of Address for Businesses,
Exempt Organizations, Estates and Trusts
CALIFORNIA FORM
3533-B
Do not attach this form to your tax return.
Complete This Form to Change Your Business Mailing Address or Business Location Address
Complete this form if you file any of the following business, exempt organization, estate or trust income tax returns (Forms 100, 100S, 100W, 109, 199, 541, 565, or 568).
California corporation number California Secretary of State file number FEIN
Business, exempt organization, estate, or trust name
Old additional information (see instructions)
Old mailing address (no., street, room or suite no.). If a PO box, see instr
uctions. PMB no.
City (If you have a foreign address, see instructions.) State ZIP code
Foreign country name Foreign province/state/county For
eign postal code
New additional information (see instructions)
New mailing address (no., street, room or suite no.). If a PO box, see instructions. PMB no.
City (If you have a foreign address, see instructions.) State ZIP code
F
oreign country name Foreign province/state/county Foreign postal code
New business additional information (see instructions)
New business location address (no., street, room or suite no.). PMB no.
City (If you have a foreign address, see instructions.) State ZIP code
Foreign country name Foreign province/state/county For
eign postal code
Sign
Here
Signature of owner, officer, or representative
Date (mm/dd/yyyy)
Title
Telephone
8511213
FTB 3533-B 2021

Form Information

Fact Name Description
Purpose of Form The California Form 3533-B is used to change the mailing address or business location address for businesses, exempt organizations, estates, or trusts.
Applicable Tax Returns This form is necessary for those filing specific tax returns, including Forms 100, 100S, 100W, 109, 199, 541, 565, or 568.
Filing Instructions Do not attach this form to your tax return. It should be submitted separately to ensure proper processing.
Governing Law The use of Form 3533-B is governed by California Revenue and Taxation Code sections relevant to business and tax administration.

Detailed Guide for Filling Out California 3533 B

After completing the California 3533 B form, it is important to ensure that all information is accurate and up to date. This form is used to officially notify the California tax authorities of a change in your business mailing address or business location address. Follow the steps below to fill out the form correctly.

  1. Begin by entering your California corporation number in the designated field.
  2. Next, provide your California Secretary of State file number.
  3. Fill in the FEIN (Federal Employer Identification Number) for your business.
  4. Enter the business, exempt organization, estate, or trust name in the appropriate section.
  5. In the Old mailing address section, include your previous mailing address. If using a PO box, refer to the instructions provided.
  6. Complete the City, State, and ZIP code fields for the old mailing address.
  7. If applicable, provide the Foreign country name, Foreign province/state/county, and Foreign postal code.
  8. In the New mailing address section, enter your new mailing address. Again, if using a PO box, refer to the instructions.
  9. Fill in the City, State, and ZIP code for the new mailing address.
  10. If applicable, provide the Foreign country name, Foreign province/state/county, and Foreign postal code.
  11. In the New business location address section, enter the new business location address, including any necessary PMB number.
  12. Complete the City, State, and ZIP code for the new business location address.
  13. If applicable, provide the Foreign country name, Foreign province/state/county, and Foreign postal code.
  14. Sign the form in the Signature of owner, officer, or representative section.
  15. Write the date in the Date field using the format mm/dd/yyyy.
  16. Indicate your Title and Telephone number in the appropriate fields.

Obtain Answers on California 3533 B

  1. What is the purpose of the California 3533 B form?

    The California 3533 B form is used to officially change the mailing address or business location address for various entities, including businesses, exempt organizations, estates, and trusts. This form ensures that the California tax authorities have your updated contact information, which is crucial for receiving important tax documents and communications.

  2. Who needs to complete this form?

    If you file any of the following tax returns, you need to complete the California 3533 B form:

    • Form 100 (California Corporation Franchise or Income Tax Return)
    • Form 100S (California S Corporation Franchise or Income Tax Return)
    • Form 100W (California Corporation Franchise or Income Tax Return for Water's Edge Filers)
    • Form 109 (California Exempt Organization Annual Information Return)
    • Form 199 (California Exempt Organization Annual Information Return)
    • Form 541 (California Fiduciary Income Tax Return)
    • Form 565 (Partnership Return of Income)
    • Form 568 (Limited Liability Company Return of Income)

  3. Where do I send the completed form?

    After completing the California 3533 B form, do not attach it to your tax return. Instead, you should mail it to the address specified in the instructions provided with the form. Make sure to check the latest guidelines to ensure accurate submission.

  4. What information do I need to provide on the form?

    You will need to provide several pieces of information, including:

    • Your California corporation number or Secretary of State file number
    • Your Federal Employer Identification Number (FEIN)
    • The name of your business, exempt organization, estate, or trust
    • Your old mailing address and new mailing address
    • Your old business location address and new business location address
    • Signature of the owner, officer, or representative
    • The date of the signature

  5. Can I use a P.O. Box for my new address?

    Yes, you can use a P.O. Box for your new mailing address. However, be sure to follow the specific instructions provided on the form regarding the use of P.O. Boxes to ensure proper processing.

  6. Is there a deadline for submitting this form?

    While there is no specific deadline for submitting the California 3533 B form, it is advisable to complete it as soon as you change your address. Timely submission helps avoid potential issues with receiving important tax documents and ensures compliance with state regulations.

  7. What happens if I don’t submit the form?

    If you fail to submit the California 3533 B form after changing your address, you may miss important tax communications from the state. This could lead to penalties, missed deadlines, or other complications with your tax filings.

Common mistakes

Filling out the California 3533 B form can be straightforward, but there are common mistakes that people often make. One frequent error is failing to provide the correct California corporation number or Secretary of State file number. These identifiers are crucial for ensuring that your business is properly recognized by the state. Double-checking these numbers can save you time and prevent delays.

Another mistake is not including the full and accurate old mailing address. This information is essential for the state to process your change of address. Omitting details or providing an incomplete address can lead to confusion and may result in important correspondence being sent to the wrong location.

Many individuals also overlook the importance of the new mailing address. It must be filled out completely and accurately. If you are using a PO box, specific instructions must be followed. Ignoring these guidelines can lead to significant issues in receiving future communications from the tax authorities.

In addition, some people forget to include their signature on the form. This step is vital, as it verifies that the information provided is accurate and that the person signing has the authority to make these changes. Without a signature, the form may be deemed invalid, causing unnecessary delays.

Another common oversight is neglecting to update the new business location address. If your business operates from a different location than your mailing address, it is crucial to provide this information. Failure to do so can result in complications with tax filings and other official communications.

Additionally, individuals sometimes fail to indicate if they have a foreign address. If applicable, specific instructions must be followed to ensure that the address is formatted correctly. This is a detail that can easily be missed but is important for accurate processing.

People often rush through the form and may not take the time to review the additional information sections. These sections can provide necessary context or clarification that might be needed for your specific situation. Skipping this can lead to misunderstandings and processing delays.

Lastly, not keeping a copy of the submitted form is a mistake that can be detrimental. Having a record of what was submitted allows for easier follow-up if there are any questions or issues later on. Always ensure that you have a copy for your records.

By being aware of these common mistakes, you can approach the California 3533 B form with greater confidence. Attention to detail will help ensure that your address change is processed smoothly and efficiently.

Documents used along the form

The California 3533 B form is essential for businesses, exempt organizations, estates, and trusts that need to update their mailing or business location addresses. Along with this form, several other documents may be necessary to ensure compliance with state regulations and to facilitate smooth operations. Below is a list of related forms and documents that are often used in conjunction with the California 3533 B form.

  • California Form 100: This is the California Corporation Franchise or Income Tax Return. Corporations use this form to report their income, calculate their taxes, and provide necessary information to the state.
  • California Form 100S: This form is specifically for S Corporations to report their income, deductions, and tax credits. It helps ensure that S Corporations comply with California tax laws.
  • California Form 100W: This is the California Corporation Tax Return for Water's Edge Corporations. It is used by corporations that elect to report their income based on a water's edge method, which can affect tax liabilities.
  • California Form 199: This form is for Exempt Organizations Annual Information Return. Nonprofits must file this to report their financial activities and maintain their tax-exempt status.
  • California Form 541: This is the California Fiduciary Income Tax Return, used by estates and trusts to report income earned during the tax year and to calculate any taxes owed.
  • California Form 565: This form is for Partnership Return of Income. Partnerships use it to report their income, deductions, and credits to the state.
  • California Form 568: This is the Limited Liability Company Return of Income. LLCs file this to report their income and pay any applicable taxes in California.

These forms and documents play a crucial role in maintaining compliance with California tax laws. Keeping them organized and up to date can help prevent issues with the state and ensure that your business or organization operates smoothly.

Similar forms

The California 3533 B form is primarily used to update the mailing or location address for businesses, exempt organizations, estates, or trusts. Several other documents serve similar purposes in various contexts. Here’s a list of seven documents that share similarities with the California 3533 B form:

  • IRS Form 8822: This form is used to change your address with the Internal Revenue Service. Like the California 3533 B, it ensures that the IRS has the correct mailing address for tax-related correspondence.
  • California Form 3500: This form is used by organizations seeking tax-exempt status. It often requires an update of the organization’s address, similar to the 3533 B form.
  • California Form 200: This is the application for a Certificate of Registration for a business entity. When businesses change their address, they may need to reference this form to ensure compliance with state regulations.
  • California Secretary of State Statement of Information (Form SI-100): This document must be filed by corporations and LLCs to provide updated information, including address changes. It parallels the 3533 B in its purpose of maintaining current business records.
  • California Franchise Tax Board Form 3522: This form is used to report changes in business information, including address changes. It serves a similar function as the 3533 B in keeping state records accurate.
  • Form 941: Employers use this IRS form to report income taxes, Social Security tax, or Medicare tax withheld from employee's paychecks. If an employer changes their address, they must ensure that this form reflects the new information.
  • California Department of Tax and Fee Administration (CDTFA) Form CDTFA-401: This form is used for businesses to update their address for sales tax purposes. Like the 3533 B, it is essential for ensuring that the state has the correct information for tax administration.

Dos and Don'ts

When filling out the California 3533 B form, there are important guidelines to follow to ensure accuracy and compliance. Here are four things you should and shouldn't do:

  • Do double-check all information for accuracy before submitting the form.
  • Do use the correct mailing address format, including any necessary suite or PMB numbers.
  • Don't attach this form to your tax return, as it is not required.
  • Don't leave any fields blank; provide all requested information to avoid processing delays.

Misconceptions

Understanding the California 3533 B form is crucial for businesses, exempt organizations, estates, and trusts that need to update their mailing or location addresses. However, several misconceptions can lead to confusion. Here are seven common misunderstandings:

  • It must be attached to tax returns. Many believe that the California 3533 B form should be submitted with their tax return. In reality, this form should not be attached to any tax return.
  • Only corporations need to file it. Some think that only corporations are required to use this form. However, it is applicable to various entities, including exempt organizations, estates, and trusts.
  • It can be submitted electronically. There is a misconception that the form can be filed online. Currently, the California 3533 B form must be mailed in; electronic submission is not an option.
  • It is only for changes in mailing address. While many associate the form solely with mailing address changes, it also allows for updates to the business location address.
  • Filing the form is optional. Some believe that submitting this form is optional. However, if there is a change in address, it is important to file the form to ensure that all communications are received promptly.
  • It can be filled out by anyone. There is a common belief that any employee can complete the form. In fact, it must be signed by an owner, officer, or authorized representative of the entity.
  • There are no deadlines for submission. Many think there are no time constraints on when to submit the form. However, it is best to file it as soon as the address change occurs to avoid any disruptions in communication.

By clarifying these misconceptions, entities can ensure they comply with California regulations and maintain effective communication with the tax authorities.

Key takeaways

When dealing with the California 3533 B form, understanding its purpose and proper usage is essential for businesses and organizations. Here are some key takeaways:

  • Purpose of the Form: The California 3533 B form is specifically designed to update the mailing address or business location address for various entities, including businesses, exempt organizations, estates, and trusts.
  • Who Should Use It: Complete this form if you file any of the following tax returns: Forms 100, 100S, 100W, 109, 199, 541, 565, or 568. This ensures that the California Franchise Tax Board has your current information.
  • Do Not Attach: It is important to note that you should not attach this form to your tax return. Instead, it should be submitted separately to ensure proper processing.
  • Required Information: When filling out the form, be prepared to provide details such as your California corporation number, Secretary of State file number, and both old and new addresses. This information is crucial for the update to be effective.