Request / authorize full access

Specific instructions on how to request and authorize full online account access (opt-in) to your client's account.

Before you begin

You can access clients confidential tax information in MyFTB by filing a Power of Attorney (POA) or Tax Information Authorization (TIA). Once your POA or TIA is active you will automatically be granted limited online account access. You can request full online account access to view additional information and access expanded self-services. You must have your client’s permission to establish a POA or TIA relationship and to receive full online account access.

Full online account access can be requested when you file your POA or TIA by selecting the appropriate option on the form or within the MyFTB web application. You can also request full online account access after your POA or TIA is active in MyFTB from your client’s Overview page.

Once your POA or TIA is active and your full access request has been received, your client will be sent a unique authorization code that can be used to approve the full access request.

Overview of requesting and approving full online account access

You can request full access during the POA/TIA submission process or after it is active.

Once your POA/TIA is active and full access has been requested, an authorization code is sent to your client by U.S. mail. You or your client must then use the code from the notice to approve the request.

Steps to request and approve full online account access

Step 1: Log in 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: Request full online account access

You can request full online account access for any of your POA or TIA clients. You have two timeframes where you can request full access:

  • During the initial POA/TIA submission.
  • After your POA/TIA is active.

Step 3: Request full access during the initial POA/TIA submission.

On the POA form 3520 or the TIA form 3534, check Yes in the section “Request or Maintain Full Online Account Access for Tax Professional”. In MyFTB, select Full in the “Online Account Access” section.

Once we approve your POA/TIA, we will send a letter by U.S. mail to the address we have for your client. The letter will contain a unique authorization code for each representative.

Step 4: Request full access once your POA/TIA is active

Once your POA/TIA is active you will receive limited online account access by default. You can request full access online as long as your POA/TIA is active.

Step 4a: Select Client List on the main navigation menu

Step 4b: Select the client you want to access

Your Client List displays active Individual clients by default, use the filters and search options to locate your client.

Step 4c: Click Request Full Access

Clicking Request Full Access will automatically send a letter by U.S. mail to the address we have for your client.

You can only request full access for yourself, authorization codes for additional representatives cannot be requested using this option.

Step 5: Client receives the authorization code

Allow up to 10 business days for your client to receive the authorization code letter (FTB notice 3911 – Full Online Account Access Requested) by U.S. mail. If your client has a MyFTB account and has set their preferences to receive email and/or text notification, they will immediately receive the authorization code electronically.

If the authorization letter was requested on a POA listing multiple representatives, the notice will contain a unique authorization code for each POA that does not have full access.

Step 6: Authorize full online account access

Full access must be authorized within 30 days of the date on the notice. Either you or your client can approve full access.

Client options:

  • Log in to their online MyFTB account at ftb.ca.gov/MyFTB (an authorization code is not required to use this option).
  • Go to ftb.ca.gov/Access and enter the authorization code and their ID number (a MyFTB account is not required to use this option).
  • Call FTB at 800-353-9032 and use our Interactive Voice Response system or speak to a customer service agent. Your client must provide their authorization code and ID number.

Tax Professional option:

  • Once your client provides the authorization code to you, log in to your MyFTB account and select the client from your Client List. Select Enter Authorization Code to enter your code.

Important: If your code has expired, you can submit a new request for full access (maximum 3 requests allowed). If you are unable to request a new code, your client can contact us to request one.

Note: You will receive a notification by email once your full online access request has been approved.

Additional resources

Last updated: 06/19/2026