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MyFTB Account Registration - Frequently Asked Questions

General Information

  1. How will I know if my registration is complete and my account is activated?
  2. What if I do not receive a registration confirmation email?
  3. Does a Personal Identification Number (PIN) expire?
  4. Can I get my PIN over the phone?
  5. Where will you mail my PIN?
  6. It has been more than 10 days since I registered and I have not received my PIN in the mail. What should I do?
  7. What if I am locked out of my account?
  8. I do not have a copy of my California tax return, can I still register?
  9. Can I use information from an amended California tax return to register?
  10. I have not filed a California tax return for one of the last 5 tax years. Can I still register?
  11. I received a notice that my adjusted gross income (AGI) was revised on my California tax return, which amount do I use to register?
  12. What does it mean to Select a Role?
  13. I am a fiduciary; can I register to access my account?
  14. I file a group Form 540NR return; can I register to access my account?
  15. What do I do if my computer is having problems when I try to register?
  16. Why do I have to type the characters from the picture?
  17. What do I do if I have difficulty identifying the characters in the picture?

User Name and Password

  1. I forgot my User Name. How do I login?
  2. I forgot my Password. How do I login?
  3. I forgot my User Name, Password, and the answers to my security questions, how do I login?
  4. How do I change my Password?
  5. I forgot the answers to my security questions and I am locked out of my account. Can I reset my security questions and answers?
  6. Can I use my social security number (SSN) or federal employer identification number (FEIN) as my User Name?
  7. Why do I have to change my Password every year?

Tax Preparer

  1. What identification number do I use to register?
  2. If I have more than one identification number, do I need to register and create an account for each number?
  3. Where will you mail my PIN?
  4. Do I need a Power of Attorney (POA) to view my clients' information online?
  5. I am an Enrolled Agent (EA), why can't I use my EA identification number to register?
  6. I just applied for a PTIN (Preparer Tax Identification Number) with the IRS; how long does it take FTB to receive the information?
  7. I just applied for an EFIN (Electronic Filer Identification Number) with the IRS; how long does it take FTB to receive the information?

Business Representative

  1. What ID number do I use to register?
  2. My business has not filed a California tax return for one of the last 5 tax years. Can I still register?
  3. As a business representative, do I need to register and create a separate account for each business I represent?
  4. I file a 199N California e-Postcard; can I register to access my account?

General Information

  1. How will I know if my registration is complete and my account is activated?

    Once you submit your registration information, you will receive a Registration Confirmation email.

    For Basic MyFTB account registration used to access CalFile only, you must select the link in the email within 72 hours to activate your account.

    For Deluxe MyFTB account registration (full access), you must wait for your Personal Identification Number (PIN) we send you by U.S. mail. After you receive your PIN, come back to ftb.ca.gov to log in with your User Name, Password, and a one-time entry of your PIN to activate your account.

    Note: In order to use the "Forgot user name" and "Forgot Password" services, you must first activate your account. If you forgot your user name or password and have not activated your account, see user name and password FAQs 1 and 2.

    Important information:

    • You cannot log in to a Deluxe MyFTB account until you receive your PIN from us by U.S. mail.
    • You should receive your PIN within 10 business days from the date you registered.
    • For your protection, we do not provide your PIN by phone, FAX, or email.

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  2. What if I do not receive a registration confirmation email?

    Check your Spam or Junk email folder before contacting us.

    If you cannot find your confirmation email, contact us at 800.353.9032, Monday – Friday, 7 a.m. to 5 p.m., except state holidays. Persons outside the U.S. call 916.845.2829.

    California Relay Service
    711 or 800.735.2929

    TTY (Device to Device)
    800.822.6268

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  3. Does a Personal Identification Number (PIN) expire?

    Yes. A PIN is only valid for 21 days from the date you register.

    After you receive your PIN in the mail, you must login with your User Name, Password, and a one-time entry of your PIN to activate your account. If you do not log in and activate your account within the 21 days, you must start over and re-register.

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  4. Can I get my PIN over the phone?

    No. You must wait for your PIN to arrive in the mail. For your protection, we do not provide your PIN by phone, FAX, or email.

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  5. Where will you mail my PIN?

    We will mail your PIN to the address we have on file.

    • We do not forward PINs even if you have a mail forwarding order in place.
    • If you are registering as an Individual or Business Representative and need to update your or your business's mailing address, call us at 800.852.5711 before registering.

    California Relay Service
    711 or 800.735.2929

    TTY (Device to Device)
    800.822.6268

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  6. It has been more than 10 days since I registered and I have not received my PIN in the mail. What should I do?

    Contact us at 800.353.9032, Monday – Friday, 7 a.m. to 5 p.m., except state holidays. Persons outside the U.S. call 916.845.2829.

    California Relay Service
    711 or 800.735.2929

    TTY (Device to Device)
    800.822.6268

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  7. What if I am locked out of my account?

    If your account is locked, you must wait at least 30 minutes before trying to access your account again. If you try to log in again before 30 minutes, the system will lock you out again for another 30 minutes, even if you attempt to login with the correct User Name and Password.

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  8. I do not have a copy of my California tax return, can I still register?

    Yes, but first you must call us at 800.353.9032 from within the United States or 916.845.2829 from outside the United States before you begin the registration process.

    For general tax help, call us at 800.852.5711.

    California Relay Service
    711 or 800.735.2929

    TTY (Device to Device)
    800.822.6268

    Representatives are available between 7 a.m. and 5 p.m., weekdays, except state holidays. We may modify these hours without notice to meet operational needs.

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  9. Can I use information from an amended California tax return to register?

    No. You must use information from the original tax return.

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  10. I have not filed a California tax return for one of the last 5 tax years. Can I still register?

    You cannot register for a Deluxe MyFTB account with full access to your tax account information. To register, you must provide information from a filed California tax return for one of the last 5 tax years.

    You can register for a Basic MyFTB account to access CalFile only. To create a Basic MyFTB account, see CalFile.

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  11. I received a notice that my adjusted gross income (AGI) was revised on my California tax return, which amount do I use to register?

    Use the original California AGI amount entered on your tax return.

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  12. What does it mean to Select a Role?

    You must choose one of these three roles when you register:

    • Individual – Used to view your personal tax account information.
    • Business Representative - Used to view business tax account information.
    • Tax Preparer - Used to view your client's tax account information.

    If you need to register for more than one role, you must create a separate account with a unique user name for each role.

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  13. I am a fiduciary; can I register to access my account?

    Not at this time.

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  14. I file a group Form 540NR return; can I register to access my account?

    Not at this time.

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  15. What do I do if my computer is having problems while I try to register?

    Make sure you’re using a compatible browser and operating system when creating an account and working within MyFTB.

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  16. Why do I have to type the characters from the picture?

    We added the picture of characters, also known as CAPTCHA, to help ensure a human and not a computer completes the webpage. CAPTCHA displays a picture of random characters. You must type in characters that match the CAPTCHA picture in order to successfully continue online.

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  17. What do I do if I have difficulty identifying the characters in the picture?

    Select one of the online options to either request a new picture or listen to an audio version that announces each character in the picture.

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User Name and Password

  1. I forgot my User Name. How do I login?

    If you activated your account (see general information FAQ #1), go to the Access Your Account (login) page, select the Forgot user name link and follow the prompts. Your user name will be sent to your email address.

    If you are trying to activate your account by entering your User Name, Password, and PIN, but cannot remember the user name you chose during registration, call us at 800.353.9032 from within the United States or 916.845.2829 from outside the United States.

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  2. I forgot my Password. How do I login?

    If you activated your account (see general information FAQ #1), go to the Access Your Account (login) page, select the Forgot password link and follow the prompts . A temporary Password will be sent to your email address.

    If you are trying to activate your account by entering your User Name, Password, and PIN, but cannot remember the password you chose during registration, you must start over and re-register. Before you re-register, call us at 800.353.9032 from within the United States or 916.845.2829 from outside the United States.

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  3. I forgot my User Name, Password, and the answers to my security questions. How do I login?

    You must call us at 800.353.9032 from within the United States or 916.845.2829 from outside the United States to reset your password and security questions. You will receive an email containing the User Name you registered with and a separate email with a temporary Password. You must login within 24 hours of receiving the emails. Once you enter your User Name and temporary Password, you will be prompted to select and answer three Security Questions, and create a new Password.

    For general tax help, call us at 800.852.5711.

    California Relay Service
    711 or 800.735.2929

    TTY (Device to Device)
    800.822.6268

    Representatives are available between 7 a.m. and 5 p.m., weekdays, except state holidays. We may modify these hours without notice to meet operational needs.

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  4. How do I change my Password?

    For a Basic MyFTB account used to access CalFile only:

    • Login to your account using your current User Name and Password.
    • Select Change my password, email address, security questions, or user name.
    • Select Change password.
    • Enter your new Password.

    For a Deluxe MyFTB account (full access):

    • Login to your account using your current User Name and Password.
    • Under Profile, select Manage Login & Password.
    • Select Change password.
    • Enter your new Password.

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  5. I forgot the answers to my security questions and I am locked out of my account. Can I reset my security questions and answers?

    Yes. To reset your security questions and answers, call us at 800.353.9032 from within the United States or 916.845.2829 from outside the United States.

    For general tax help, call us at 800.852.5711.

    California Relay Service
    711 or 800.735.2929

    TTY (Device to Device)
    800.822.6268

    Representatives are available between 7 a.m. and 5 p.m., weekdays, except state holidays. We may modify these hours without notice to meet operational needs.

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  6. Can I use my social security number (SSN) or federal identification number (FEIN) as my User Name?

    Yes, but for your security reasons, we recommend you do not use your SSN or FEIN as your User Name. Using these numbers may result in FTB sending an email that requires you to create a Secure Email account.

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  7. Why do I have to change my Password every year?

    For security reasons, federal regulations require annual changes to Passwords used to access tax information. We receive tax information from the Internal Revenue Service (IRS) and must follow their security requirements.

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Tax Preparer

  1. What identification number do I use to register?

    We recommend you use your 9-digit Preparer Tax Identification Number (PTIN) to create your account. All client accounts with an active POA declaration on file with your PTIN should be automatically viewable on your client list.

    Enrolled agents, use your PTIN.

    If you recently renewed or registered for your PTIN, allow 10 days before you create your account.

    If you don’t have a PTIN, use one of these ID numbers to create your account:

    • 6-digit Electronic Filer Identification Number (EFIN)
    • 7-digit California Tax Education Council (CTEC)
    • 5 or 6-digit California Certified Public Accountant (CPA)
    • 3 to 6-digit California State Bar Number

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  2. If I have more than one identification number, do I need to register and create an account for each number?

    No. You only need to create one MyFTB account using one of your identification numbers.

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  3. Where will you mail my PIN?

    We mail your PIN to the address associated to the tax preparer ID you provided during registration. For example, if you register for MyFTB using your PTIN, we mail your PIN to the address provided to the IRS when you renewed or registered for your PTIN.

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  4. Do I need a Power of Attorney (POA) to view my clients' information online?

    For the following client tax account information, you do not need a POA declaration, but you do need to obtain your clients' permission. You can use FTB 743, Online Account View Access Authorization, to gain permission. Do not mail the form to us; keep it in your records.

    • View account balance and tax year details
    • View estimated payments and credits before filing a return
    • Verify the exact business entity name to use when filing a return
    • View payment history
    • View a list of tax returns
    • View California wage and withholding information – individual clients only
    • View FTB-issued 1099 information – individual clients only

    For the following client tax account information, you do need a POA declaration:

    • View images of tax returns
    • View a list and images of notices and correspondence
    • Update contact information
    • View proposed assessments

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  5. I am an Enrolled Agent (EA), why can't I use my EA identification number to register?

    The file of information we currently receive from the Internal Revenue Service (IRS) does not contain sufficient information to use during registration. You must use your Preparer Tax Identification Number (PTIN) or Electronic Filer Identification Number (EFIN).

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  6. I just applied for a PTIN (Preparer Tax Identification Number) with the IRS; how long does it take FTB to receive the information?

    We receive updates from the IRS weekly.

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  7. I just applied for an EFIN (Electronic Filer Identification Number) with the IRS; how long does it take FTB to receive the information?

    It takes the IRS one to four weeks to process your EFIN application and provide the information to us. We receive updates from the IRS weekly, usually on Mondays.

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Business Representative

  1. What identification number do I use to register?

    You can use one of the following to create your account:

    • Corporation: 7-Digit California Corporation ID Number
    • Limited Liability Company (LLC): 9 or 12-Digit Secretary of State (SOS) ID Number
    • Partnership: 9-Digit Federal Employer Identification Number (FEIN)

    Once you register for an account as a business representative, you can add additional businesses to your account.

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  2. My business has not filed a California tax return for one of the last 5 tax years. Can I still register?

    No. If your business has not filed a California tax return for one of the last five tax years, you cannot register.

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  3. As a business representative, do I need to register and create a separate account for each business I represent?

    No. You only need to register one time and log in to one account to manage all the businesses you represent.

    After you complete registration with one business and activate your account, you can add additional businesses to your account.

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  4. I file a 199N California e-Postcard; can I register to access my account?

    Yes. You need to select Corporation for the Type of company and Form 199 for the Tax form type.

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