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Tax Information Authorization

Beginning January 1, 2018, we recognize a new formal relationship, the Tax Information Authorization (TIA). This relationship allows a taxpayer to grant a specific person (TIA representative) permission to obtain their limited confidential tax information.

A TIA relationship does not authorize a TIA representative to act on a taxpayers behalf before FTB to resolve their tax issues. For the right to act on their behalf, a taxpayer needs to file a Power of Attorney (POA) Declaration.

Establish a TIA Relationship

A TIA relationship can be established:

  • Online – Tax Professional with MyFTB account: With a taxpayer’s permission and a few shared secrets, a tax professional can add a taxpayer as their client in MyFTB.
  • MailFTB 3534, Tax Information Authorization, designating their TIA representative:

    POA/TIA Unit
    Franchise Tax Board
    PO Box 2828
    Rancho Cordova CA 95741-2828

The TIA forms include:

The TIA relationship will remain in effect until either:

  • The expiration date, which is 13 months from the date the TIA is signed or client added in MyFTB.
  • FTB 3535, Tax Information Authorization Revocation is filed.

A TIA relationship authorizes a TIA representative to request information such as:

  • Estimated payments
  • Notices
  • Correspondence
  • Account history
  • Compliance status
  • Copies of information we receive from the Internal Revenue Service

TIA representatives who want online account access to their client’s information must register for MyFTB.

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Last Updated: 12/28/2017

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