We continuously look for ways to increase protection of taxpayers’ confidential information.
With the latest enhancement to MyFTB, tax professionals can register for a MyFTB account as a tax preparer and access their clients’ accounts online. Our goal is to balance the need to protect taxpayers’ information while providing easy to use services for tax professionals. As such, we implemented a new process to verify individuals that register to use the MyFTB service as a tax preparer have the need and right to access taxpayer information.
We will use a variety of resources to verify the tax professional’s credentials or confirm the individual is working for a tax professional office before allowing access to MyFTB. If we are unable to verify the individual through these channels, we will reach out to the individual that registered either by phone or e-mail to get additional information for help in the verification process. In the event we cannot verify the credentials or the need for the MyFTB tax professional account, we will send a letter to let the individual know of the deactivation of the MyFTB account and the steps they will need to take in order to use the service.
If we can verify the tax professional’s credentials and the need for the MyFTB professional account, we will send a personal identification number (PIN) to the tax professional to complete the registration process for their MyFTB account. Once the individual registers they can begin adding clients to their account. To prevent unauthorized relationships, we will monitor the relationships created to determine if they are valid. If we cannot confirm the relationship, a letter will be sent to the taxpayer to confirm or deny the relationship. The letter instructs the taxpayer to contact us to activate the relationship if it is valid. The tax preparer’s access to that taxpayer’s account will be temporarily deactivated until confirmation is received. If the taxpayer denies the relationship, we will permanently revoke the tax preparer’s MyFTB account and send a letter to the tax preparer about the revocation process.
This verification process is that added layer of security that provides additional protections for taxpayer’s information to prevent any unauthorized access.Print