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Tax Professional: How to Check the Status of a POA or TIA Relationship Request

To Check the Status of a POA or TIA Relationship Request, 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

  • Select Client Type
  • Choose the Relationship Type (All, TIA or POA)
  • Choose the Relationship Status (Pending)
  • Select the Search button
  • From the search results select the View POA or View Detail link in the Actions column to see the POA or TIA relationship details
  • If you don’t see the taxpayer relationship you are looking for, select the Back to Previous link and perform an Inactive relationship search Proceed to Step 4.

Pending includes:

    • Pending - Declaration was submitted via MyFTB and is being processed by FTB.
    • Pending Taxpayer Approval - Declaration was submitted via MyFTB without a signed copy of declaration attached. FTB has processed and accepted the declaration, and the declaration is pending taxpayer approval (taxpayer must log in to their MyFTB account and approve the declaration).

Note: By default, all active individual clients display on the Client List page. Estate, Trust, and Nonresident Group Return client accounts are not available online at this time. From your Client List you can view details of active, pending, and inactive POAs or TIAs.

Search for a Pending POA or TIA Relationship

  • The Relationship Detail page will display the status of the relationship, date received, and processing time frames for the relationship.
  • Below is an example of a pending Power of Attorney Detail page.

Review Relationship Detail page

  • Select the Client Type
  • Select Inactive on the Relationship Status
  • Select the Search button
  • From the search results select the View POA or View Detail link in the Actions column to see the POA or TIA relationship details

Inactive includes:

    • Revoked- Declaration was at one point an Active declaration, but the taxpayer or representative has revoked the declaration. This declaration is not considered valid.
    • Revoked-Permanent - Declaration was at one point an Active declaration, but the taxpayer or representative has revoked the declaration permanently. This declaration is not considered valid.
    • Rejected– Declaration was processed by FTB, and is not considered valid.
    • Expired– Declaration was at one point an Active declaration, but has passed the expiration date. This declaration is not considered valid.
    • Canceled – Declaration was processed by FTB, and was canceled by the taxpayer before it became active. This declaration is not considered valid.
  • If you are still unable to locate your client contact the Tax Practitioner Hotline, 916.845.7057.

Inactive POA or TIA Relationship

  • Below is an example of a rejected  Tax Information Authorization (TIA) Relationship Detail

Relationship Detail page

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Last Updated: 01/04/2018

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