We have new power of attorney (POA) declaration forms February 2018 Tax News

As of January 2, 2018, we only process the following POA Declaration forms:

• FTB 3520 PIT – Individual or Fiduciary Power of Attorney Declaration
• FTB 3520 BE – Business Entity or Group Nonresident Power of Attorney Declaration
• FTB 3520 RVK – Power of Attorney Declaration Revocation

All other POA declaration forms, including previous versions of FTB 3520 and IRS forms, will not be processed. The only exception is military durable POA Declarations. General/durable declarations submitted with a completed FTB 3520 PIT will be processed.

We also now have the new Tax Information Authorization relationship if you only need limited tax information for your client.

For more information, see our December 2017 Tax News, New Power of Attorney and Tax Information Authorization Forms will be released on December 13, 2017 and our August 2017 Tax News, New Forms Coming January 1, 2018 – Power of Attorney and Tax Information Authorization.