MyFTB Corner February 2018 Tax News

Upload FTB 3520 PIT or FTB 3520 BE when submitting a power of attorney (POA) declaration using MyFTB

Be sure to upload the new POA Declaration forms, FTB 3520 PIT or FTB 3520 BE, when submitting POA Declarations in MyFTB.

You must upload only FTB 3520 PIT or FTB 3520 BE. All other forms will be rejected during processing.

We’ve made improvements for submitting POA Declarations in MyFTB:

• The POA wizard now aligns with the new FTB 3520 PIT and FTB 3520 BE forms to make it easier to complete.
• You can create an Associates List, which is a list of representatives you can add or update to POA relationships in the future, so you don’t need to rekey their information.
• You can view the status of your POA Declarations in MyFTB. From your Client List, select View POA for your client.

For more information, visit Submit a power of attorney. For information on Associates List, visit our January 2018 Tax News article, Create your associates list to submit a POA on MyFTB.