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Tax Preparer: How to Add a Client to My Client List

To Add a Client to Your Client List 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.

To add a client with “Access Type” of Power of Attorney you must submit a POA. To do this online, go to submit a How to Submit a Power of Attorney Declaration.

  • To add a personal income tax client, select the Add Individual Client button.
  • To add a business client, select the Add Business Client button.

Note: You can also add a personal income tax client or business client by selecting Add Individual Client or Add Business Client from the Services dropdown menu. Estate, Trust, and Nonresident Group Return client accounts are not available online at this time.

Add Client Type Step 1

  • Enter the required information about your client.
    * = required field. An example of individual client information needed is listed in the screenshot below.
  • Check the boxes to acknowledge you read the penalty of perjury and notification statements.
  • Select the Submit button.

Note: You cannot access your client’s account for 10 business days while we notify them.

Enter Client Information Step 2

  • If the information matches our records, the client is immediately added to your Client List.
    Note: You cannot access your client’s account for 10 business days while we notify them.
  • If the information does not match our records, correct the information and try again. If the information entered is correct, call us.
  • Select the Return to Client List button to return to your Client List.

Note: An acknowledgment letter will be sent to the taxpayer advising them that you have added them as a client through MyFTB allowing you access to view their tax account information online. The letter will include your individual name (we are not able to add a company or firm name). We recommend you notify your client that they will receive this letter from us.     

Review Confirmation and Select Next Action Step 3

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

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