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Tax Information Authorization

Beginning January 1, 2018, we have 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 the 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.

If a representative has a MyFTB account they will have limited online access to the taxpayer's tax information once the relationship is established.

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.

*No notification will be sent to the taxpayer or TIA representative when the TIA relationship expires.

Tax Professionals with a MyFTB account can renew any time 90 days after the relationship is established and more than 10 business days prior to the expiration date.

A TIA relationship authorizes a TIA representative to obtain 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.

It is the taxpayer’s responsibility to revoke their TIA when they are no longer working with a representative.

Representatives no longer representing a taxpayer should revoke that TIA to ensure they do not receive confidential information they are not entitled to access.

To revoke a TIA once it becomes active, use one of the following methods:

  • Online in MyFTB, initiate a Secure Chat - This is the fastest way to revoke a TIA.
  • Mail - FTB 3535, Tax Information Authorization Revocation
  • Contact us

If the TIA relationship is not yet active, contact us by phone.

Contact Us

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Last Updated: 06.12.2018


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