Manage a POA

Specific instructions on how to manage a Power of Attorney (POA) declaration in MyFTB.

Before you begin

You can update a POA for your client once it is active on your Client List. The updates that you can make are limited by the authorizations granted on your POA when it was initially filed.

Updates can take up to seven business days to finalize but most complete within a few minutes.

Overview of managing your POA

To update a single POA, login to your MyFTB account and use your Client List to select a POA to update. On the Power of Attorney Details page you can edit your or another representative’s contact information, add or remove a representative, change your POA’s point of contact (primary) representative, or revoke your entire POA declaration.

To update multiple POA declarations at the same time, refer to How to Manage Multiple POA Declarations in MyFTB.

Steps to revoke or update your active POA

Step 1: Login to your Tax professional MyFTB account

Go to ftb.ca.gov/myftb, select Log in to my account and enter your user name and password.

Step 2: Select Client List on the main navigation menu

Step 3: Locate the client you want to update

Use the Search Option filters to locate the active client whose POA you want to update only active POAs can be updated.

Step 4: Review all relationships for your selected client

Select View Details to open a list of your POA and TIA relationships for your selected client.

Step 5: Open the POA you want to update

Select View POA Detail to display the selected POA. The Power of Attorney Detail page shows you a summary of your POA and allows you to edit certain information. Actions available depend on the authorizations granted by this POA declaration.

Step 6: Manage your POA

There are two types of updates you can make to an active POA from this page, you can:

You cannot renew a POA or modify the authorizations granted by the taxpayer. Instead, submit a new POA declaration.

Step 7: Revoke your POA

To end the relationship granted by this POA select Revoke and then Confirm. Once revoked, you cannot access this client’s information or represent them before us based on this POA declaration. To re-establish this relationship, you must file a new POA declaration.

POAs are generally active for 6 years from the signature date on the POA. If a POA is no longer needed, it should be revoked. Once the POA is revoked it will no longer appear on your active Client List. The POA can be revoked by you, your client, or any other representative listed on the POA.

Choosing this option voids the POA for all representatives listed on it. Once a POA has been revoked it cannot be reactivated.

Step 8: Manage POA representatives

Select Manage Representatives to perform any of the following:

  • Add a representative
  • Change the Primary Representative
  • Remove a representative
  • Update contact information

You can perform as many of these updates as needed before saving your changes

Step 9: Add a representative

You have two options to add a representative:

  • Add New Representative requires you to enter the new representative’s information.
  • Select From Associates List allows you to add a representative you previously saved to your Associates List.

Any representative added to your POA will have the same authorization as granted to representatives on the original POA, with the exception of online account access.

Important! The ability to add a representative to an active POA is only available if the Add Representative authorization was selected on the original POA. If this authorization was not selected, a new POA declaration must be filed to allow additional representatives to represent your client.

Step 9a: Add New Representative

Enter the following information for each new representative you wish to add to the POA:

  • First and last name
  • Representative identification number (optional)
  • Address
  • Phone number
  • Fax number (optional)
  • Email address (optional)

Only individuals can be added as representatives; you cannot designate a firm to represent your client.

Step 9b: Select From Associates List

Select one or more representatives that you previously saved to your Associates List. The name, ID, and contact information currently saved for each selected associate will be added to your POA.

Step 10: Change the Primary Representative

Select the checkbox in the Primary column for the person you would like to designate as the Primary Representative. You may not select a newly added representative while they are Pending FTB Approval.

The Primary Representative is generally the person we will contact to resolve issues on the client’s behalf.

Step 11: Remove a representative

Select Remove in the Actions column for the representative you want to remove from your POA. The selected representative cannot access this client’s information or represent them before us based on this POA declaration.

There are a few limitations to consider when removing a representative:

Step 12: Update a representative’s contact information

Select Edit in the Actions column for the representative you want to update. Only the following information can be edited for a representative:

  • Address
  • Phone number
  • Fax number
  • Email address

If a new email address is entered, it will automatically be selected to receive notifications about this client.

Only representatives who have an email included on the POA will receive notifications about new notices available for your client.

Step 13: Save your changes

Select Save to submit your changes. Most changes will be updated immediately but some can take up to seven business days to complete.

Additional resources

Last updated: 06/19/2026