Individual: Submit a POA

Specific instructions on how to submit a Power of Attorney (POA) declaration in MyFTB as an individual taxpayer.

Before you begin

A POA is a legal document that allows you to grant permission to a person to receive confidential information, represent you, and act on your behalf for all matters (tax and nontax) before Franchise Tax Board (FTB).

Restrictions for filing a POA in MyFTB

If any of the following conditions apply, you cannot file a POA online:

  • You are submitting on behalf of another person
  • Taxpayer is a minor
  • Taxpayer is deceased
  • Taxpayer has become incapacitated or incompetent

You must submit paper form FTB 3520-PIT, Individual or Fiduciary Power of Attorney Declaration and provide additional documentation, if required; refer to form instruction for additional information. Once approved, you can manage your POA declaration in MyFTB.

Overview of filing a POA in MyFTB

Once you login to your MyFTB account, select the option to File a Power of Attorney. Verify your information, designate your representative, select applicable tax years and authorizations, select your 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 your representative.

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

POAs remain active for 6 years unless you or your representative ends the declaration early, either party passes away, or FTB is notified that you have become incapacitated or incompetent.

Steps to file your POA declaration in MyFTB

Step 1: Login to your Individual 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 File a Power of Attorney from the Services main navigation menu

Step 3: Review and edit your information

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

Step 4: Enter your representative’s information

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

For each representative, you will need to provide:

  • First and last name
  • Address
  • Phone number

Also provide the representative’s email address if you would like them to receive notifications regarding your POA.

Step 4a: Designate your Primary Representative

Your Primary Representative will be FTB’s first point of contact. The first representative you add will be selected as your Primary Representative by default. If you have more than one representative, you may select a different Primary Representative.

Step 5: Select Authorizations

The following general authorizations are granted to all POA representatives for the years indicated on your POA:

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

Step 5a: Select Tax Years

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

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

Step 5b: Optional: Select additional authorizations

Check the box next to each authorization to allow your 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 6: Request your representative’s level of online account access

Your representative will automatically receive limited online account access when we approve your 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 you have with any representative listed on this POA.

Example

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

Step 7: Review and edit your POA

Step 8: Read and acknowledge statements

Review the penalty of perjury and authorization statements. By checking the boxes, you acknowledge that you are the taxpayer listed on the POA and you authorize your representatives to receive confidential account information and represent you before FTB. You must agree to these statements before you submit your POA request.

Step 9: Submit your POA request

Select Submit to submit your 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.

Your representative will not have access to your account information until we approve your POA declaration.

While we are processing your request, your 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