E-Signatures for SOL Waivers Public Service Bulletin

June 27, 2023

Purpose of Bulletin

To inform staff and the public that effective July 1, 2023, taxpayers have the option to submit statute of limitations (SOL) waivers with electronic signatures using FTB’s approved signing process, indefinitely.

Background/Taxpayer Inquires

On FTB’s COVID-19 webpage, we previously announced that we will temporarily accept SOL waivers with electronic signatures through June 30, 2023. The electronic signature option for SOL waivers is no longer temporary.

Effective July 1, 2023, taxpayers have the option to submit SOL waivers with electronic signatures using FTB’s approved signing process for SOL waivers, indefinitely. Upon request, FTB will send by secure email to a taxpayer (or their authorized signer) an SOL waiver that can be electronically signed and then returned to FTB.

Moving forward, taxpayers and/or their representative may submit SOL waivers to the FTB by any of the following methods:

• Fax the SOL waiver to FTB with a handwritten signature.
• Email a copy of the SOL waiver with a handwritten signature from a verified email address.
• Upload a scanned copy of the SOL waiver with a handwritten signature for the taxpayer's MyFTB account.
• Upload a scanned copy of the SOL waiver with a handwritten signature to cloud storage and provide our staff the link to download the waiver.
• Submit the SOL waiver with electronic signature using FTB's approved signing process.

Additional Information

This approved electronic signing process is available only for SOL waiver forms. Get more information on the extension of temporary signature options for paper returns and other documents, except for Power of Attorney (POA) declarations.

If you need to submit the POA, go to ftb.ca.gov and search for submit a poa.