Tax Professional: 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 Declaration 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 type of client you want to search for
- Select POA from the Relationship Type dropdown menu
- Select the Search button
Note: The default displays up to 200 Individual clients. If your Individual client list exceeds 200, or you want to view Business or Fiduciary clients, update the search criteria and select the “Search” button.
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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Last Updated: 03.22.2018