Tax Preparer: How to Add or Edit a Representative’s Email Address on an Active Power of Attorney (POA) Declaration
To Add or Edit a Representative's Email Address on an Active POA Delcaration 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 the radio button for the type of client you want to search for.
- Optionally, select the Advanced Search link to enter additional information about your client.
Press enter to show or hide content for Step 3: Select the View Detail link in the Actions column next to the Declaration you to want to edit.
- Select the Edit link in the Action column for the representative you want to edit.
- Note: A representative can only edit their own information unless they have the Add Representative privilege on the POA Declaration. If there is only one representative listed on the POA Declaration, only the Edit link will display.
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