Skip to Main Content

MyFTB for Tax Professionals - Frequently Asked Questions

  1. Where can I find more information about the Personal Identification Number (PIN)?
  2. Where can I find help in MyFTB?
  3. How do I update my email address?
  4. How do I view a client account in MyFTB?
  5. Clients are missing on my client list. What should I do?
  6. I have an active POA declaration on file for a client. Why is the client not displaying on my client list?
  7. Starting in 2018, what Power of Attorney (POA) form do I use?
  8. Staring in 2018, will FTB process POA forms other than FTB 3520 PIT or FTB 3520 BE?
  9. How do I use the FTB 3534, Tax Information Authorization, form?
  10. How do I add TIA (Tax Information Authorization) clients to my client list?
  11. I cannot add a TIA client to my Client List. Why?
  12. I added a TIA client that appeared on my Client List with a status of Pending FTB Approval. The status is now rejected. Why?
  13. How do I renew an existing TIA client relationship before the relationship expires?
  14. I sent a Secure Message on behalf of my client. Do I need an active POA declaration on file to see the response from FTB?
  15. If I have an active POA declaration on file for my client, will my client and I still receive paper notices?
  16. How do I add or update my email address in an active POA declaration on file?
  17. Can I view an Estate and Trust or 540NR Group Nonresident client accounts if I have an active POA declaration on file?
  18. If I have an urgent tax matter for a client without an active POA declaration on file, will FTB accept a paper POA declaration?
  19. What actions can I take on an active POA declaration in MyFTB?
  20. What is an Associate and what can I do with the Associates List?
  21. If I add associates online as representatives to existing POA declarations, will you notify the clients?
  22. What tax year detail information can I view in an individual client account?
  23. What account period detail information can I view in a business client account?
  24. I received a message on a client’s account stating that some account information is not available. Why?
  25. I cannot view my clients' returns or notices online. What should I do?
  26. My client received a bill, although there is no balance due in MyFTB. Why?
  27. My client received a bill, but the balance due in MyFTB is higher. Why?
  28. How long will it take for address and phone number changes to display in my client’s account?

  1. Where can I find more information about the Personal Identification Number (PIN)?

    See General Information in the Account Registration FAQs.

  2. Where can I find help in MyFTB?

    Select the question mark in the upper right-hand corner of any MyFTB page for additional information.

  3. How do I update my email address?

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

    • 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 your email address on a POA declaration, select View POA, View Detail, Edit Representative, and then Edit.
    • To update the email address used for notifications 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.
  4. How do I view a client account in MyFTB?

    After you log in to your account, find and select the client on your Client List.

    By default, all active individual clients display. To find specific types of clients, change the Client Search Options to search by client type, relationship type, and relationship status.

  5. Clients are missing on my client list. What should I do?

    Refer to missing clients help and how to add a client to my client list for assistance.

  6. I have an active POA declaration on file for a client. Why is the client not displaying on my client list?

    If you are a POA representative and a client is missing from your client list, refer to missing clients help for assistance.

    If you are still unable to find the client, 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

  7. Starting in 2018, what Power of Attorney (POA) form do 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.

  8. Starting in 2018, will FTB process POA forms other than FTB 3520 PIT or FTB 3520 BE?

    No. 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).

  9. How do I use the FTB 3534, Tax Information Authorization, form?

    You can use FTB 3534, Tax Information Authorization, in two different ways.

    • If you mail the completed FTB 3534 to us, we process the form in 20-25 days. Once we process the form, FTB may release your client’s information over the phone, in writing, and to a limited extent, online in your MyFTB account. For more information on what you can view online, see MyFTB for Tax Professionals.
    • If you add a client online in your MyFTB account by entering the client’s information, you must have your client’s permission. You can use FTB 3534, Tax Information Authorization, or FTB 743, Online Account View Access Authorization, to gain your client’s permission. Keep the form you use in your records; do not mail it to FTB. The client information you can view online is also limited. For more information on what you can view online, see MyFTB for Tax Professionals.

    The FTB 3534 does not cover non-tax debt client information.

  10. How do I add TIA (Tax Information Authorization) clients to my client list?

    To access a client's account, you must have their permission. You can use FTB 743, Online Account View Access Authorization, or FTB 3534, Tax Information Authorization, to gain permission. Do not mail these forms to us; keep them in your records.

    Important: When you add clients, we notify them. We recommend you inform your clients to expect this notification.

    To add a client:

    1. Select Add Individual TIA Client or Add Business TIA Client.
    2. Enter your client’s information.
    3. Select Submit.

    Once you add a client this way, they remain on your client list for 13 months or until you or your client terminates the access.

  11. 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.
  12. I added a TIA client that appeared on my Client List with a status of Pending FTB Approval. The status is now Rejected. Why?

    After we reviewed your TIA relationship request, we rejected it. To view the specific rejection reasons, locate the client with a rejected Relationship Status, then select View Details to see the reasons the requested TIA relationship was rejected.

  13. How do I renew an existing TIA client relationship before the relationship expires?

    If an existing client relationship meets the following criteria, a Renew link displays in the Actions column:

    • The Relationship Type is TIA.
    • More than 10 business days remain before the relationship expiration date.
    • More than 90 calendar days have passed from the creation of a new relationship or the last renewal date.

    To continue uninterrupted access to the client’s account, select the Renew link in the Actions column.

    Once you renew a client relationship, we reset the relationship expiration date to 13 months from the renewal date.

    Remember, you must have your client’s permission to access their account online. You can use FTB 743, Online Account View Access Authorization, or FTB 3534, Tax Information Authorization, to gain permission. Do not mail these forms to us; keep them in your records.

    Important: When you renew a client relationship, we notify the client. Inform your client to expect this notification.

  14. I sent a Secure Message on behalf of my client. Do I need an active POA declaration on file to see the response from FTB?

    No. You do not need an active POA declaration on file in order to see FTB’s response to a secure message in your client’s account.

  15. 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. Once they receive an email, they can log in and view notices online.

    Generally, as a POA representative, you will no longer 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.

    If you have an active POA declaration on file that does not contain your email address, you can add your email address online. See FAQ 16.

  16. How do I add or update my email address in an active POA declaration on file?
    1. Select the View POA link on your client list.
    2. Select the View Details link for the active POA on the POA list.
    3. Select the Edit Representative button on the POA detail page.
    4. Select the Edit link for the representative you need to update.
    5. Enter or update the email address and select the Update button.
  17. 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.

  18. If I have an urgent tax matter for a client without an active POA declaration on file, will FTB accept a paper POA declaration?

    We will provide assistance as we always have for urgent tax matters. We have procedures and a process 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.

  19. What actions can I take on an active POA declaration in MyFTB?

    All POA representatives can:

    • Revoke a POA.
    • Update the representative’s email address or contact information on the POA declaration.

    If the POA representative was granted permission in the POA, they can also add additional representatives.

  20. 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.

  21. If I add Associates online as representatives to existing POA declarations, will you notify the clients?

    In order to add associates online as representatives to existing POA declarations, the clients must have authorized you to Add Representatives on the original POA declaration provided to FTB. Since the clients already granted you authorization, we will not notify the clients.

  22. What tax year detail information can I view in an individual client account?

    The tax year summary provides details that include the total tax liability, California income tax withheld, payments and credits applied to a tax year, transfers, penalties, fees and interest, adjustments, voluntary contributions, amounts intercepted by another agency, and refunds.

    The tax year summary also provides the balance, total debits, total credits, filing status, return filed date, and indicates if we issued a notice for that tax year.

    If we are actively working on an account or if our system is undergoing maintenance, these details are not available.

  23. What account period detail information can I view in a business client account?

    The account period summary provides details that include the account period balance, total liabilities, total payments/credits, unapplied payments, tax return information, and a detailed list of liabilities, payments and credits for the account period.

    The account period summary also indicates if we issued a notice for that account period.

    If we are actively working on an account or if our system is undergoing maintenance, these details are not available.

  24. I received a message on a client’s account stating that some account information is not available. Why?

    In some cases, we cannot provide complete account information online. If you need more account information, 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

  25. I cannot view my clients' returns or notices 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.

  26. My client received a bill, although 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

  27. 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.

  28. How long will it take for address and phone number changes to display in my client’s account?

    Address and phone number changes submitted online update immediately in MyFTB. There is no need for you to contact us by phone or submit a change of address form.

    You must have an active POA declaration on file to update a client’s contact information.

    Business entity client's should also contact other state agencies (e.g., Secretary of State) and update their address.

Help Us Improve Our Website

Don't include social security numbers or other personal/confidential information.



Thank you for your help.

If you need assistance, contact us.

Oops! Something went wrong.

We appreciate your feedback. Please try again later

Last Updated: 12/11/2017

Chat with an FTB Representative
 

You are leaving ftb.ca.gov

We do not control the destination site and cannot accept any responsibility for its contents, links, or offers. Review the site's security and confidentiality statements before using the site.

If you have any issues or technical problems, contact that site for assistance.

Ahora está saliendo de ftb.ca.gov

Nosotros no controlamos el sitio web al que se destina y no podemos aceptar ninguna responsabilidad por su contenido, enlaces, u ofertas. Revise las declaraciones de seguridad y confidencialidad del sitio antes de usar el sitio. Si tiene algún problema en general o técnico, comuníquese con ese sitio para obtener asistencia.

Si tiene algún problema en general o técnico, comuníquese con ese sitio para obtener asistencia.