MyFTB Corner November 2020 Tax News
Expanding the collection notices available online
As of September 14, 2020, Power of Attorney (POA) representatives who have multiple specific year authorization for a client can now view most multiple year collection notices for that client in MyFTB. Notices are only visible to the representative if the years listed on the notice are included in the representative’s specific year authorizations for the client. Before this change, notices that included multiple years were only visible to POA representatives that had all years authorization. Collection notices listing multiple years sent prior to September 14, 2020, still require all year authorization to view.
Example #1: If a notice includes tax years 2017 and 2018 and the POA is authorized for tax years 2017, 2018, and 2019. The POA representative would be able to view the notice because they have authorization for all the years listed on the notice.
Example #2: If a notice includes tax years 2017 and 2018 and the POA is authorized for tax years for 2018, 2019 and 2020. The POA representative would not be able to view the notice because they do not have authorization for all the years listed on the notice. In this example the representative is not authorized for the 2017 tax year so they would not be able to view this notice.
Notices visible to a POA representative are also dependent on the representative’s online access level for the client. POA representatives with limited online access will only be able to view notices sent in the last 12 months.
Due to FTB procedures, not all notices and correspondence may be visible to the representative.