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State of California Franchise Tax Board

MyFTB for Individuals

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. Why are some tax return images not available online?
  5. How do I submit a request to view my return online?
  6. I cannot view my returns or notices online. What should I do?
  7. What is the difference between Live Chat and Secure Chat in MyFTB?
  8. What tax year detail information can I view?
  9. I received a message stating that some of my account information is not available. Why?
  10. I received a bill, though there is no balance due in MyFTB. Why?
  11. I received a bill, but the balance due in MyFTB is higher. Why?
  12. If my tax preparer does not have an active power of attorney (POA) declaration, how do I authorize them to access my tax account information in MyFTB?
  13. If my authorized tax preparer does not have an active power of attorney (POA) declaration, what tax account information can they access in MyFTB?
  14. I received an email or text that states a tax preparer can now access my account online. How do I turn off their access?
  15. What is an estimated tax payment?
  16. How do I make a payment?
  17. How long will it take for address and phone number changes to show on my account?
  18. If my authorized tax preparer has an active power of attorney (POA) declaration, what tax account information can they access in MyFTB?
  19. Can I submit a Power of Attorney (POA) declaration in MyFTB?
  20. Where can I see pending, active, and inactive Power of Attorney (POA) declarations in MyFTB?
  21. Will FTB notify me when they accept a Power of Attorney (POA) declaration?
  22. Where can I get information about my federal income tax 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 two 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 email addresses, select Profile:

    • Select Update Contact Information. We use this email address to notify you about changes in your account (e.g., address change, pending Power of Attorney (POA) needs your approval). We also use it when a new notice or document is available in your MyFTB account (if you choose this option in the Preferences tab).
    • Select Manage Login & Password and then select Change email address. We use this email address to send you notifications about your login information (e.g., login activity, forgot password).
  4. Why are some tax return images not available online?

    There are some tax returns we cannot display online. For a Return Image, we indicate either:

    • View when your return is available online.
    • Available on Request when you must submit a request to make your return available online. See how do I submit a request to view my return online.
    • Not Available when we cannot display the return online. You must complete and mail FTB 3514 to request a copy of your tax return.

      Note: Your e-file return may look different than the one you reviewed when you filed; however, the return contains the same information you filed.

  5. How do I submit a request to view my return online?

    If the Return Image column indicates Available on Request, follow these steps to submit a request:

    1. Select the Send Secure Message button.
    2. Select General Assistance for the Subject.
    3. Select Tax Year you want made available online. If you want more than 1 return, leave this box blank.
    4. In the message section, tell us that you want your return available online. If you want more than 1 return, list the tax year for each return you want to view.
    5. Select the Submit button.
  6. I cannot view my 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.

  7. What is the difference between Live Chat and Secure Chat in MyFTB?

    Live Chat is available to anyone that visits ftb.ca.gov and wants to ask general questions regarding personal and business income tax or get help with our website.

    Secure Chat is only available in MyFTB. You must register and log in to MyFTB to use it. In secure chat, you can ask specific questions regarding your account. Secure Chat is an alternative to calling us and possibly waiting on hold.

  8. What tax year detail information can I view?

    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.

  9. I received a message stating that some of my 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 during business hours. Persons with hearing or speech impairments, call TTY/TDD 800.822.6268.

  10. I received a bill, though there is no balance due in MyFTB. Why?

    Recent activity such as payments received, returns recently processed, or credits applied to your balance resulted in adjustments that satisfied your account. If you need additional information, please contact us at 800.852.5711 during business hours. Persons with hearing or speech impairments, call TTY/TDD 800.822.6268.

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

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

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

  12. If my tax preparer does not have an active power of attorney (POA) declaration, how do I authorize them to access my tax account information in MyFTB?

    A tax preparer must have your permission to access your tax account information. You can use the Online Account View Access Authorization form. Keep the original signed form in your records and give a copy to your tax preparer. Do not mail this form to us.

  13. If my authorized tax preparer does not have an active power of attorney (POA) declaration, what tax account information can they access in MyFTB?
    • Account information:
      • View account balance and tax year details.
      • View estimated payments and credits before filing a return.
      • View payment history.
      • View a list of filed tax returns (cannot view images of returns).
      • View California wage and withholding information.
      • View FTB-issued 1099 information.
    • Online services:
      • Calculate a balance due for a date in the future.
      • File a nonresident withholding waiver request.
    • Options to communicate with us:
      • Chat with an FTB representative about confidential matters.
      • Send a secure message with attachments to FTB*.

    *Your tax preparer must have an active power of attorney (POA) declaration on file at FTB in order to access an FTB response to a secure message. Active POA representatives can also access additional information in MyFTB, see FAQ 18.

  14. I received an email or text that states a tax preparer can now access my account online. How do I turn off their access?

    To immediately turn off the tax preparer's access to your account:

    1. Select Authorized Representative List under the Profile dropdown menu.
    2. Select the representative's last name.
    3. Select the View Detail link.
    4. Select Revoke.
  15. What is an estimated tax payment?

    An estimated tax payment is a prepayment of the taxes you expect to owe after subtracting your anticipated withholding and any credits you plan to claim.

    See Instructions for Form 540-ES, Estimated Tax for Individuals to find out if you have a requirement to make estimated tax payments.

  16. How do I make a payment?

    You can make a payment online using Web Pay, by credit card, check, or money order. If you are financially unable to pay the balance in full, you can request an installment agreement that may allow you to make monthly payments over time. Note: If paying by check or money order, attach a copy of your billing notice.

  17. How long will it take for address and phone number changes to show on my account?

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

  18. If my authorized tax preparer has an active power of attorney (POA) declaration, what tax account information can they access in MyFTB?

    In addition to the information listed in FAQ 13, they can also update your contact information and access the following for tax years authorized on the POA declaration:

    • View images of tax returns.
    • View images of notices and correspondence.
    • View proposed assessments.
    • Protest a proposed assessment.

    If the POA declaration on file contains the tax preparer’s email address, they will receive an email notification when we send you a notice or correspondence.

  19. Can I submit a Power of Attorney (POA) declaration in MyFTB?

    Yes. You or your authorized tax preparer can select File a Power of Attorney from the Services dropdown menu. For more information on the processing times and how we process POAs, see Power of Attorney.

  20. Where can I see pending, active, and inactive Power of Attorney (POA) declarations in MyFTB?

    Select Authorized Representative List from the Profile dropdown menu.

  21. Will FTB notify me when they accept a Power of Attorney (POA) declaration?

    Yes. After we process a valid POA declaration, we send a letter to notify you that we processed the POA declaration. For more information, see Power of Attorney.

  22. Where can I get information about my federal income tax account?

    For information about your federal income tax account, please contact the IRS at 800.829.4477.

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