Individual: Register for MyFTB Account

MyFTB Account - Register

MyFTB provides you with 24/7 online access to your personal income tax account information and online services, such as chat with a customer service representative about confidential matters. Some other features available on MyFTB:

View your:

Estimated payments and credits before you file your return.
California wage and withholding information.
Tax year details.
Images of filed returns, notices, and correspondence.

File a Power of Attorney (POA) declaration.
Authorize Full Online Account Access for your tax professional representative(s).
Update your contact information.

Important! You must have a recent California tax return on file in order to register for a MyFTB Individual account. If you filed a joint tax return, you must each register for a separate MyFTB Individual account.

Activate your MyFTB individual account:

Go to www.ftb.ca.gov.
Select Account in the Global Navigation Menu (blue ribbon that runs across the top of the page).
Follow the steps below.

Step 1: Select option - register or activate MyFTB individual account

Register for a MyFTB Individual Account
To create your account, you will need:

A valid email address.
Your Social Security Number (SSN).
Your mailing address. Important! If you moved since you filed your last tax return, call us to update your mailing address before you register for a MyFTB account, 800.852.5711.
Information from a filed California tax return for one of the last five tax years.

Continue to Step 2 to create your MyFTB Individual account.

To activate your MyFTB Individual Account - Personal Identification Number (PIN) Received

Skip to Step 9 to activate your MyFTB Individual account.

Step 2: Create Your MyFTB Individual Account

From the MyFTB account page, select the:

Create an account button on the left navigation menu, or
Create an account link in the MyFTB login section.

Step 3: MyFTB account registration

Select the Create MyFTB account button in the lower section of the Create a MyFTB account page.

Step 4: Enter your account registration information

Important! If you moved since you filed your last return, call us at 800.852.5700 before you register.

Note: Fields with a red asterisk (*) next to them are required fields and must be filled in.

On the Account Registration page, enter:

The user name you created in the User Name field.
Note: User names can only contain letters and numbers. No spaces or special characters are allowed. It must be between 4 and 17 characters.

Important! Make note of your user name. You will need it to activate your MyFTB account. If you forget your user name before you activate your MyFTB account, you will have to re-register beginning with Step 1.
Your email address (75 character maximum) in the Email Address field.
Note: The only special characters allowed are a period “.”, underscore “_”, dash “-“, and at “@”. Any special characters on either side of the “@” symbol will not be accepted.

We will use the email address you enter to send a confirmation email. You must follow the instructions in the email to complete the registration process.
Your email address again in the Re-enter Email Address field.
The characters from the picture in the field directly below the picture.

Select the Continue button.

Step 5: Create Your Profile

Note: Fields with a red asterisk (*) next to them are required fields and must be filled in.

On the Create Profile page:

In the Security Questions section:
Note: You will be able to change your security questions and answers at any time in your user profile.
- Select your three security questions from the three Question dropdown menus (Question 1, Question 2, and Question 3).
In the Password Section:

Note: Password must be 8 to 32 characters and include upper and lower case letters, a number, and a special character. For tips on creating a password, select the Password Tips link.

Create your password (passwords are case sensitive). Note: You will be able to change your password at any time in your user profile.
Enter the password in the Password field.
Enter your password again in the Re-enter Password field.

Important! Make note of your password. You will need it to activate your MyFTB account. If you forget your user name or password before you activate your account, you will have to re-register beginning with Step 1.

Select the Continue button.

Choose your role

To register additional roles (Business Representative or Tax Professional), you must register each role as a separate account and use a different user name. We only allow one role per account.

Select the Individual radio button on the Choose Your Role page.
Select the Continue button.

Step 7: Enter your individual user registration information

The Individual User Registration page requires you to enter your social security number, verify your address on file with us, and enter information from a previously filed California personal tax return.

Note: Fields with a red asterisk (*) next to them are required fields and must be filled in.

Step 7a:

On the Individual User Registration page:

Enter your Social Security Number (SSN) in the Social Security Number field.
Note: Enter 9 numbers only, no dashes.
In the Verify Your Address on File section, enter:

Up to six numbers in your mailing address (do not include the street name) in the Numbers in Mailing Address field, or if there are none, leave blank and check the box to indicate Mailing address does not contain numbers.
Your zip code (up to five numbers) in the US Zip Code field, or if there are none, leave blank and check the box to indicate Mailing address does not contain a US Zip Code.

In the Information From a Previously Filed Return section, enter information from one of your previously filed California personal tax returns for one of the last 5 tax years. Refer to your CA tax return, and:
Note: You must have a California personal tax return on file with FTB in order to register to use MyFTB Account online features.
- Select the year on the tax return filed from the Year on the tax return filed dropdown menu.
- Select the filing status indicated on the tax return that you chose, from the Filing status dropdown menu.
- Enter your California Adjusted gross income shown on that tax return in the California Adjusted gross income (AGI) field.
  Note: Enter losses with a dash (-). Whole dollars only, 9 maximum.

Step 7b:

Read the penalty of perjury statement and check the box to acknowledge.

Step 7c:

Select the Submit button.

Step 8: Registration Confirmation

The Registration Confirmation page displays to confirm you successfully created your MyFTB account and provides the email address that we sent your confirmation to.
Franchise Tax Board will mail you a Personal Identification Number (PIN) to activate your account. The PIN will be mailed via the United States Postal Service within 3 to 5 business days. Please allow 10 business days to receive the PIN.
For your protection, we will not provide your PIN by phone, FAX, or email.
You have 21 days from the date you register to enter your PIN to activate your account. If you do not, you will need to re-register beginning with Step 1.

After you receive your PIN:

Step 9: Activate Your Account

You must log in and enter your PIN within 21 days from the date you registered to activate your account. If you do not, your PIN will expire and you must re-register beginning with Step 1.

Select the Log in to my account button in the MyFTB login section on the MyFTB account page.

Step 10: Access Your Account

Important! If you forgot your user name or password that you created when you registered, you must re-register beginning with Step1.

On the Access Your Account page, enter:

Your user name that you created when you registered for your MyFTB Individual account in the User Name field.
Your password that you created when you registered for your MyFTB Individual account in the Password field.
The characters from the picture in the field below the picture.

Select the Login button

Step 11: Enter PIN

Your one-time use PIN is used to activate your MyFTB account. You will not need it again to login.

On the Enter PIN page, enter your one-time use PIN from the letter you received in the mail, in the Personal Identification Number (PIN) field.
Select the Continue button.

Step 12: Account Activated Confirmation

The Account Activated page displays a message to confirm your MyFTB Individual account has been activated.

Note: You no longer need to enter your PIN. When you log in to your MyFTB account in the future, you will only need to enter your User Name and Password, and provide answers to your Security Questions.

Select the Continue button to navigate to your MyFTB Individual account.

Step 13: View Your MyFTB Individual Account

The Taxpayer Overview page is your homepage and displays each time you log in.

Your Taxpayer Overview page:

Displays Alerts when there is important activity on your account or we need you to do something.
Shows your current contact information in the Contact Information section.
Account Status section provides key information about your account and links to additional information.
Account Access section displays the last time you accessed your account online. It also displays the last authorized representative who accessed your account.
Provides menu dropdowns with links to your account information and services.
Displays the CalFile icon to allow you to file your California state tax return and the Web Pay icon to make or schedule a payment.
Contact Us section displays icons to initiate a Secure Chat with a customer service representative (during business hours) or Send a Secure Message (24 hours a day, 7 days a week) to FTB.