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I helped my friend to amend taxes. However, Franchise Tax Board is still not satisfied - they expect that on form 565 box 24 we should pay $800 annual fee for her General Partnership. General Partnerships don't have to pay this fee as far as I understand and as instructions on form 565 indicate.

Can I call FTB and represent my friend if my friend and I are on the phone with FTB? And what should I look out for?

Bread for thought:

  1. I am not licensed CPA.
  2. My name does not appear anywhere on her partnership Tax returns.
  3. I am not receiving money for helping her out.
  4. She has not filed anything with Secretary of State; so I am quite sure the status of her business is General Partnership.
  5. She does not speak English that well; and last time she called FTB said that they don't understand what she is talking about.
john1234
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1 Answers1

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In order for you to be able to talk to the FTB on someone's behalf, that someone has to submit form 3520. Note that since you're not a professional, this form must be paper-filed (CRTP, EA, CPA or attorneys can have this filed on-line). Once the form is accepted by the FTB, you can contact the FTB on behalf of your friend. Pay attention: you're going to represent the partnership, not the individual.

littleadv
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