POA Changes coming January 4, 2016

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November 2, 2015

Purpose of bulletin

To notify staff and the public of Power of Attorney (POA) changes outlined in the November Tax News Article.

Background

On January 4, 2016, the enhanced MyFTB will be available. The enhanced version includes changes that impact many existing and future POA representatives for California taxpayers.

Additional Information

The enhanced MyFTB features available to POA representatives include:

  • View clients' notices and correspondence available online
  • Receive email notifications about clients' notices
  • Submit electronic POA declarations
  • View Client List
  • Submit an online Protest

We will be able to process online submissions of POA declarations more quickly than those received by paper. Processing times are:

  • POA online service = 30 days or less
  • Paper filed POA with exceptions = 45 days or less
  • Paper filed POA without exceptions = 90 days or more

Please be advised, POA representatives for Court-Ordered Debt Collections (COD) and Vehicle Registration Collections (VRC) debtors will not be eligible to submit online POA declarations, and must continue submitting POA declarations by paper.

Taxpayer Inquiries

Provide additional directions to POA representatives who submitted an  FTB 3520, Power of Attorney Declaration:

After October 1, 2014
On January 4, 2016, register for MyFTB using your PTIN, if available, and email address to view your Client List in the new MyFTB. For instructions on how to proceed when clients are missing from a Client List go to ftb.ca.gov and search for poa information.

Important: If you did not include your email address on the declaration and you want to receive email notifications as clients' notices become available, you must add your email address for each client. Get instructions on how to add your email address at ftb.ca.gov and search for poa information.

Before October 1, 2014
If you want online access to your clients' information or want to receive email notifications when your clients receive a notice, you must resubmit an online POA declaration in MyFTB on or after January 4, 2016. Advise existing POA representatives with an active MyFTB account to re-register on or after January 4, 2016.

Advise new POA representatives to submit online POA declarations in MyFTB on or after January 4, 2016, and include their PTIN and email address in the online declaration.

If a paper POA declaration is submitted and the taxpayer qualifies for an exception to submitting their POA online, advise the caller to indicate the exception by checking the applicable box on the FTB 3520, Power of Attorney Declaration. For those who do not qualify for an exception, no boxes should be marked. For information about qualified exceptions go to ftb.ca.gov and search for poa information. Advise representatives of additional processing times listed above.

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