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MyFTB Tax Professional Online Account Access

Prior to June 24, 2018

For relationships established prior to June 24, 2018, representatives with an existing MyFTB account will continue to have Full Online Account Access, without needing new or additional client approval. If the relationship expires prior to being renewed in MyFTB, the new process described on this page will apply.

After June 24, 2018

For relationships established after June 24, 2018, the representative will have Limited Online Account Access. The representative may request Full Online Account Access.

How the New Process Works

  1. After we approve a relationship, either a Tax Information Authorization (TIA) or Power of Attorney (POA), between a taxpayer and a tax professional, the tax professional has Limited Online Account Access to the taxpayer’s information.
  2. If the tax professional requests Full Online Account Access, we mail the taxpayer an Authorization Code they can use to approve the request.
  3. The taxpayer can authorize or deny the request by using one of the following options:

    1. Go to our Allow Representative Full Online Access service on our website and enter the authorization code.
    2. Log in to their MyFTB account to authorize the request (no code required).
    3. Give the authorization code to their representative to complete the authorization process on their behalf.
    4. Call (800) 353-9032 and use our Interactive Voice Response system or speak to a customer service representative.
  4. If the taxpayer approves the request, the tax professional will be given Full Online Account Access.
  5. If the taxpayer does not approve the request, the tax professional retains Limited Online Account Access.

Online Account Access Levels

We've listed what a tax professional can view or actions they can take for each access level.

This applies to information available online using MyFTB. There is no change to the information you can receive by phone, chat or in person.

Authorization Type Limited Online Account Access (Granted by FTB when relationship is approved) Full Online Account Access (Authorized by Taxpayer)
TIA
  • View notices and correspondence sent from us in the last 12 months.
  • Request full online account access to client’s information.
  • Chat with us about confidential matters.
  • Send us a secure message with attachments.
  • View information for all tax years:
    • Notices and correspondence.
    • Account balance and tax year details.
    • Estimate payments and credits.
    • California wage and withholding information – individual clients only.
    • Payment history.
    • List of returns filed.
    • Proposed assessments.
    • FTB-issued 1099 information – individual clients only.
    • Exact business entity name to use when filing a return.
  • Chat with us about confidential matters.
  • Send us a secure message with attachments.
  • Calculate a balance due for a date in the future.
  • File a nonresident withholding waiver request.
POA

All of the above applies for the tax year(s) listed on the POA declaration.

All of the above applies for the tax year(s) listed on the POA declaration, plus:

  • View images of tax returns.
  • Update contact information.
  • Protest a proposed assessment.
  • Respond to a proposed assessment to request a 30-day deferral to file a tax return.

Additional Information

  • It is your responsibility to notify us if you are no longer working with your representative(s).
  • To review or update a TIA or POA relationship, you may use our self-service tools through your online MyFTB account or contact us.
  • To revoke a TIA or POA relationship you may use our self-service tools through your online MyFTB account, contact us, or FTB 3520RVK (POA) or FTB 3535 (TIA).
  • If you feel you may be a victim of identity theft, there are resources and information available to assist you.

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Last Updated: 07.02.2018

 

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