MyFTB Corner January 2018 Tax News

View your client’s power of attorney and tax information authorization statuses on MyFTB

You can now view the status of your Power of Attorney (POA) and Tax Information Authorization (TIA) relationships! You will be able to manage your client relationships and self-serve using MyFTB to see information such as the date received, status, processing timeframe, rejection reasons and more. Additionally, you can take actions, such as update a POA Declaration or revoke an active POA or TIA relationship. Below are examples of the type of information viewable on the Power of Attorney Detail and Tax Information Authorization Relationship Detail pages.

Here’s an example of a pending POA Declaration. This page shows the date the POA Declaration was received, processing timeframe and status.

Here’s an example of an active POA Declaration. This pages shows the date the POA declaration became active and expiration date. Once the POA Declaration is active, you can revoke the declaration or manage representatives listed on the declaration. When Manage Representative is selected, the POA Representative List displays. You can add representatives manually or select one from your Associates List.

Here’s an example of a rejected POA Declaration. This page shows the date rejected and rejection reasons. The information for a rejected TIA relationship is similar.

Here’s an example of a pending TIA. This page shows the date received and the estimated processing time.

Here’s an example of an active TIA. A TIA representative can revoke the relationship from this page and view the expiration date (these expiration date also displays on the Client List page).