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.
- Mail – FTB 3534, Tax Information Authorization, designating their TIA representative:
Franchise Tax Board
PO Box 2828
Rancho Cordova CA 95741-2828
The TIA forms include:
- FTB 3534, Tax Information Authorization:
- FTB 3535, Tax Information Authorization Revocation:
The TIA relationship will remain in effect until either:
Tax Practitioner Hotline
MyFTB Registration Assistance
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Last Updated: 12/28/2017