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MyFTB for Tax Professionals - Frequently Asked Questions

  1. How do I update my email address or change the email address where I am notified that my POA client received a notice?
  2. What Power of Attorney (POA) form must I use?
  3. I cannot add a TIA client to my Client List. Why?
  4. If I have an active POA declaration on file for my client, will my client and I still receive paper notices?
  5. Can I view an Estate and Trust or 540NR Group Nonresident client accounts if I have an active POA declaration on file?
  6. Can I resolve an urgent tax matter for a client without an active POA declaration on file?
  7. What is an Associate and what can I do with the Associates List?
  8. If I add associates online as representatives to existing POA declarations, will you notify the clients?
  9. My clients' returns or notices do not display online. What should I do?
  10. My client received a bill, but there is no balance due in MyFTB. Why?
  11. My client received a bill, but the balance due in MyFTB is higher. Why?

  1. How do I update my email address or change the email address where I am notified that my POA client received a notice?

    There are three locations within MyFTB to update your email address. You must update each separately. Updating your email in one location does not update your email in other locations.

    • To update the email address where you are notified that a POA client has received a notice, go to that client's POA declaration, select View POA, View Detail, Edit Representative, and then Edit.
    • To update your preferred email used for notifications about your MyFTB activity and as a default for forms filled out in MyFTB, select Profile at the top of the page, Update Contact Information, and then Edit Email Address.
    • To update the email address used to notify you about your login activity or changes to your user name, password or security questions, select Profile at the top of the page, Manage Login & Password, then Change email address.
  2. What Power of Attorney (POA) form must I use?

    To submit a POA declaration for an Individual or a Fiduciary (Estate or Trust), complete FTB 3520 PIT, Individual or Fiduciary Power of Attorney Declaration.

    To submit a POA declaration for a Business Entity or a 540NR Group Nonresident Return, complete FTB 3520 BE, Business Entity or Group Nonresident Power of Attorney Declaration.

    For faster processing, we recommend you submit the forms online in MyFTB instead of mailing them to us.

    Note: All POA declarations filed on or after January 1, 2018, will expire after 6 years.

    FTB will not process prior versions of FTB POA declarations or POA declarations from other entities such as the Internal Revenue Service (IRS) or Board of Equalization (BOE).

  3. I cannot add a TIA client to my Client List. Why?

    There are two primary reasons you may receive a message stating the information you entered does not match our records:

    • The information you entered is incorrect. Verify that you entered amounts from an original (not amended) tax return.
    • The tax return is still being processed. If possible, use another return filed for one of the last five tax years.
  4. If I have an active POA declaration on file for my client, will my client and I still receive paper notices?

    Your client will continue to receive paper notices unless they create a MyFTB account and update their preference to receive notification by email. They must log into their account to view the notice.

    Generally, as a POA representative, you will not receive paper copies of client notices. You can view your client's notices online. If the active POA declaration contains your email address, you will also receive an email stating one of your clients received a notice. To view a notice, log in and select Client Notices.

  5. Can I view an Estate and Trust or 540NR Group Nonresident client accounts if I have an active POA declaration on file?

    At this time, you cannot view estate and trust or 540NR Group Nonresident accounts, but you can view notices issued to them. If the active POA declaration contains your email address, you will receive an email notification when the client receives a notice from FTB. To see which clients received a notice, log in to MyFTB and select Client Notices.

    The accounts will continue to receive paper notices in the mail.

  6. Can I resolve an urgent tax matter for a client without an active POA declaration on file?

    We will provide assistance as we always have for urgent tax matters. We have procedures in place to verify you have authorization to discuss your client’s specific account information. We call the process “implied consent.”

    For the “implied consent” process, you do not need to mail or fax us a paper POA declaration. If you plan to represent the client on a recurring or ongoing basis, we will request that you file a POA declaration online in MyFTB.

    For more information on the processing times and how we process POAs, see Power of Attorney.

  7. What is an Associate and what can I do with the Associates List?

    An associate is a professional individual that can serve as an additional representative on POA declarations. Add associates to your Associates List so that you can auto populate your new and existing POA declarations with your associates’ information.

  8. If I add Associates online as representatives to existing a POA declaration, will you notify the client?

    No. In order to add representatives to existing POA declarations, the clients must have authorized you to do so on the original POA declaration provided to FTB. Therefore, we will not notify the clients.

  9. My clients' returns or notices do not display online. What should I do?

    Ensure your browser or mobile device browser settings have:

    • Cookies enabled.
    • JavaScript enabled.
    • Pop-up blockers disabled.

    If you need help with your settings, refer to your browser’s support or help information.

  10. My client received a bill, but there is no balance due in MyFTB. Why?

    Recent activity such as payments received, returns recently processed, or credits applied to the balance resulted in adjustments that satisfied the account. If you need additional information, please contact us at 800.852.5711 or 916.845.7057 during business hours.

    California Relay Service
    711 or 800.735.2929

    TTY (Device to Device)
    800.822.6268

  11. My client received a bill, but the balance due in MyFTB is higher. Why?

    The balance in MyFTB generally includes interest that has accrued since we sent the bill.

    If your client is paying the bill by the date stated on the bill, advise them to pay the amount shown on the bill. If your client is paying the bill after that date, advise them to pay the amount displayed in MyFTB. If you have questions, contact us at the phone number listed on the Account Summary page in MyFTB.

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Last Updated: 08.08.2018

 

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