MyFTB Corner January 2018 Tax News

Create your associates list to submit a POA on MyFTB

We created an Associates List to help expedite the completion of Power of Attorney (POA) Declarations in MyFTB. You can now build a directory of associates: individuals that you can use as additional representatives on POA declarations. The Associates List is like a “favorites list.” Once you add the associate to your list, you can simply select the representative(s) to auto-populate to a new or existing declaration. This new feature eliminates the need to re-key your associates’ information on each declaration.

Adding or updating the Associates List does not change an existing POA Declaration. To edit an existing POA Declaration you will need to view the POA Details and select Manage Representatives.

Here’s a sample Associates List page.