MyFTB Corner February 2018 Tax News

Renew your clients in MyFTB for uninterrupted access

Need continued access to your Tax Information Authorization (TIA) clients’ information? You can renew access through your MyFTB Tax Professional account.

  1. Select the Renew link next to your client’s name.
  2. Confirm you are authorized to continue to access your client’s account.
  3. Submit by selecting OK.

You can renew your TIA relationship if your request is made more than 10 business days prior to the expiration date. We will send a letter to your client notifying them that you have requested continued access to their account information.

Access to a TIA client’s information expires 13 months from either the:

  1. Date you added the TIA client on MyFTB, or
  2. Signature date on FTB 3534 (Tax Information Authorization) if mailed to us.

If a TIA client relationship expires, you will need to re-add your client to MyFTB or mail a new FTB 3534 to us.

You must have your client’s permission to renew access to their account.

For additional information on renewing in MyFTB, visit Submit a tax information authorization. Don’t have a MyFTB Tax Professional account? Sign up for one today! Visit MyFTB help.