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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.

Contact Us

Taxpayer Services
800.852.5711

Tax Practitioner Hotline
916.845.7057

MyFTB Registration Assistance
800.353.9032

Live Chat

General, non-confidential questions and assistance

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Last Updated: 12/28/2017

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