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.

Steps

Step 1: Select the Account link from the blue vertical bar that runs across the top of the page.

Blue vertical bar that runs across the top of the page and displays the Account, Tax Pros, and Help links in the navigation region on the far right side of the bar. The Account link is highlighted with an orange rectangle border. Also included is the white vertical bar that runs across the top of the page under the blue vertical bar, and displays the File, Pay, Refund, and Forms links in the navigation region on the far right side of the bar.

Step 2: Select the Help link from the MyFTB login menu on the left-hand side of the MyFTB account page.

MyFTB login navigation region list and the fifth item, the Help link, is highlighted with an orange rectangle border. Also includes the section titled MyFTB login which includes, the Log in to my account link and the Create an account link.

Step 3: Select the How to guides link in the On this page section on the MyFTB Help page.

On this page section including five bulleted links on the MyFTB Help page. The fourth bullet, How to guides linik, is highlighted with an orange rectangle border.

Step 4: Select the MyFTB how-to guides link in the How to guides section of the MyFTB Help page.

How to guides section on the MyFTB Help page. Visit MyFTB how-to guides (MyFTB how-to guides is a link) if you need more detailed help using MyFTB is highlighted with an orange rectangle border.

Step 5: Select the Tax professional link in the On this page section on the How to guides page.

On this page section including list of three bulleted links. The third bullet, Tax professional link, is highlighted with an orange rectangle.

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.