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FTB BE Top BE Errors That Delay Return Processing

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TOP 10

State of California Business Entity Errors

Franchise Tax Board That Delay Return Processing – 2010





Category Error Solution



Forms Incorrect math calculations, or Verify all math calculations when completing forms, schedules, or

incomplete or missing documents worksheets. Attach appropriate documents. Calculation errors and/or

(Rank 2/10) missing documents can delay tax return processing.



Return accounting periods overlap Always use the same accounting period. The Franchise Tax Board,

(Rank 3/10) or the Internal Revenue Service, must directly approve period

changes in most cases.



Multiple tax returns filed for the same Check business records before sending duplicates of the original

accounting period (Rank 4/10) return. File only one original return for each accounting period.

Allow three to six months to process an original return. If filing an

amended return, use Form 100X to amend Form 100, 100W, or

100S, or mark the Amended Return box in the upper right corner

on Form 565 or 568.



Incorrect business start date used Do not use a business start date that is prior to the Secretary of State

(Rank 5/10) formation date, for a domestic California entity.



Incorrect form used for the tax year Use the correct tax year form for the tax year filed. Fiscal filers: Use

accounting period indicated on the the form for the year the fiscal period began (e.g., use the 2010 form

return (Rank 6/10) if the fiscal year began in 2010).



Amended return filed before the Always file an original return before the amended return, to avoid

original return (Rank 7/10) tax return processing delays.



Tax year on amended return does not Verify that the amended return tax year matches the original return

match tax year on original return tax year.

(Rank 8/10)



Duplicate amended returns filed Check business records before sending duplicates of the same

(Rank 9/10) amended return. Allow six to twelve months to process an

amended return.



Multiple, incorrect, or no box marked Mark the correct box for the type of partnership entity on Form

on Form 565 Question J (Rank 10/10) 565. Mark only one box.





Identification Incomplete entity name or number used Use the exact legal entity name used to incorporate, qualify, or

(Rank 1/10) register with the Secretary of State (SOS). If not registered with

SOS, use the full legal entity name on all documents and also

include Doing Business As (DBA), if applicable. Use exact

entity name as listed on documents previously sent to the

Franchise Tax Board. Include all periods, commas, spacing,

etc., in name. Also, use the exact number SOS assigned to qualify,

register, or incorporate. If no SOS number is assigned, use the

FTB assigned number.









FTB 761BE (REV 01-2011)



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