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Tax Professional: How To Request Full Online Account Access (Opt-In) After a POA or TIA Relationship is Approved

You can now request Full Online Account Access (Opt-In) at the time of submission, see the following for step-by-step instructions:

To request Full Online Account Access (Opt-In) after the relationship is approved:

  • Log in to your MyFTB Tax Professional account.
    • Once you’re logged into MyFTB, if you need help with the page you’re on, select the “?” in the upper right corner of that page.
  • Select the client from your Client List.
  • Follow the “How To” instructions below:

  • Select the Request Full Access button on your client’s Taxpayer Overview page.

Request Full Access Button

  • The Authorization Code is always mailed to the taxpayer. To help expedite your authorization and prevent any delays, inform your client to expect this notice.
    • If your client has a MyFTB account, when you make a request for Full Online Account Access your client can immediately log in to their MyFTB account and authorize or deny the request without entering an Authorization Code.
    • If your client has a MyFTB account and has set their preferences to receive email and/or text notification, they will immediately receive the Authorization Code electronically.
    • If your client provides you with the Authorization Code, see How To Authorize Full Online Account Access (Taxpayer Provided Authorization Code) for step-by-step instructions on how to authorize Full Online Account Access on behalf of your client.

Note: To help expedite your authorization and prevent any delays, inform your client to expect this notice.

Notice Sent

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Last Updated: 12.28.2018