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Tax Professional: How to Revoke a Tax Information Authorization (TIA) Relationship

To Revoke a TIA relationship online, log in to MyFTB and follow the “How To” instructions below. If, once you’re logged into MyFTB, you need help with the page you’re on, select the “?” in the upper right corner of that particular page.

Select Client List on the main navigation bar or in the Quick Links section.

Client List

Note: By default, all active individual clients display. To find specific clients, use the filter boxes at the top of each table column.

Search for Client

Select View Detail in the Actions column

Select the Revoke button

  • Selecting Cancel will cancel the revoke request.

Select the Revoke button on the confirmation banner

  • Select TIA from the Relationship Type dropdown menu.
  • Select Inactive from the Relationship Status dropdown menu.
  • Select the Search button.

Confirm TIA relationship status

  • Status will display as revoked.

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Last Updated: 03.22.2018