Business: Submit a POA

Specific instructions on how to submit a Power of Attorney (POA) declaration in MyFTB for your business.

Before you begin

A POA is a legal document that allows you (on behalf of a business) to grant permission to a person to receive confidential information. It also allows them to represent and act on a business’s behalf for all matters (tax and nontax) before Franchise Tax Board (FTB).

Overview of filing a POA in MyFTB

Once you login to your MyFTB account, select the option to File a Power of Attorney. Verify the business’s information, designate a representative, select applicable income periods and authorizations, select the representative’s online account access level, and check the certification boxes.

Once we complete your POA request, we will send you confirmation by mail and notify the designated representative.

If you request full online account access, we will also send an authorization code if the representative does not already have that level of access.

POAs remain active for 6 years unless the designated representative or a representative from the business ends the declaration early or the designated representative passes away.

Steps to file your POA declaration in MyFTB

Step 1: Login to your business representative MyFTB account

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

Step 2: Select the Business needing POA representation

Step 3: Select File a Power of Attorney from the Services main navigation menu

Step 4: Review and edit your business’s information

Any information updated here will reflect on your POA but will not be updated to your overall MyFTB profile.

Step 5: Enter your representative’s information

Add each individual you are appointing to represent the business; you cannot designate a firm to represent the business.

For each representative, you will need to provide:

  • First and Last Name
  • Address
  • Phone number

Provide the representative’s email address if you would like them to receive notifications regarding this POA.

Step 5a: Designate your Primary Representative

The Primary Representative will be our first point of contact. The first representative you add will be selected as the Primary Representative by default. If you have more than one representative, you may select a different Primary Representative.

Step 6: Select Authorizations

The following general authorizations are granted to all POA representatives appointed for the business for the income periods indicated on your POA:

  • Talk to FTB about account details
  • Receive confidential tax information
  • Represent the business in all FTB matters
  • Request information FTB receives from the IRS

Step 6a: Select Income Periods

Select the tax years or Income Periods that the POA will cover, either All Years or Specific Income Periods.

  • Selecting All Years includes prior, current, and future years.
  • Selecting Specific Income Periods includes only the years or income periods that you enter on the following screen.

Step 6b: Optional: Select additional authorizations

Check the box next to each authorization to allow your designated representative to take that action. For more information on these authorizations select the help icon near the top of the page in MyFTB.

All Additional Authorizations are optional; this section may be left blank.

Step 7: Request your representative’s level of online account access

The representative will automatically receive limited online account access when we approve this POA declaration. If they need full online account access, you should request it here.

To learn more about online account access levels, refer to Tax professional online account access or watch our video MyFTB limited vs full online access.

This request will apply to this POA and all active POA and TIA relationships this business has with any representative listed on this POA.

Example

The representative currently has a Tax Information Authorization (TIA) relationship with full online account access. You are submitting a POA to grant authorization to act on the business’s behalf. To keep full online account access for the representative, you must select Full here. If you select Limited, the representative will have limited online account access for both relationships.

Step 8: Review and edit the POA

Step 9: Read and acknowledge statements

Review the penalty of perjury and authorization statements. By checking the boxes, you acknowledge that you have the legal authority to act on behalf of the business listed on the POA and you authorize the designated representative to receive confidential account information and represent the business before FTB. You must agree to these statements before you submit the POA request.

Step 10: Enter your name and title

Enter your full name and the title you hold as a representative for the business listed on this POA.

Step 11: Submit your POA request

Select the Submit button to submit this POA request.

You will receive a confirmation message. This means we are processing your request. We will notify you when we “approve” or “reject” your request, or if we need additional information.

The representative will not have access to the business’s account information until we approve the POA declaration.

While we are processing your request, the POA will be included on the “Pending” portion of your Authorized Representative List page. You can access this by selecting View Authorized Representative from your Home page, or by selecting Authorized Representative List on the Profile dropdown on your main navigation menu.

Additional resources

Last updated: 06/19/2026