MyFTB Corner October 2019 Tax News
How to locate “MyFTB How-To Guides”
We recently redesigned our FTB website with a new look and feel. You may have noticed that some content has moved. This includes the MyFTB How-To Guides (you will need to update your bookmarks).
MyFTB How-To Guides provide step-by-step instructions for the most commonly used key functions in MyFTB. Topics include, How-To:
- Submit a Power of Attorney (POA) Declaration
- Add a Client to Your Client List
- And much more
To view the list of available MyFTB How-To Guides for tax professionals, go to ftb.ca.gov, and follow the steps below.
Step 1: Select the Account link from the blue vertical bar that runs across the top of the page.
Step 2: Select the Help link from the MyFTB login menu on the left-hand side of the MyFTB account page.
Step 3: Select the How to guides link in the On this page section on the MyFTB Help page.
Step 4: Select the MyFTB how-to guides link in the How to guides section of the MyFTB Help page.
Step 5: Select the Tax professional link in the On this page section on the How to guides page.
Step 6: View the list of available MyFTB How-To Guides for Tax Professionals in the Tax professional section on the How to guides page and select the How-To guide link you are looking for.
Note: MyFTB How-To guides display as a PDF and open with a Bookmarks menu to the left of the page.