Business Representative: How to Submit FTB Form 3520 BE, Power of Attorney Declaration

To Submit FTB Form 3520 BE, Power of Attorney 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. If you need help with deciding what information to add to the online form, refer to the paper form’s instructions.

  • Review your taxpayer information.
  • Select the Edit button to edit your taxpayer information for the declaration, if necessary.
  • Select the Next button.

  • Enter representative information for the declaration.
        * = required field
  • Note: For the POA representative to access to your MyFTB account information, we recommend you use the representative’s PTIN. For the representative to receive email notification when we send you a notice, you must enter the representative’s Email address.
  • Select the Add button.

  • Select the Add New Representative button to add additional representatives to the declaration, if applicable.
    Note: If you have more than one representative, you must indicate which one should be the primary.
  • Select the Next button.

  • Select the All Years checkbox or the Specific Years checkbox.
  • If you select All Years proceed to Step 9.
    • If you select Specific Years, you will be prompted on the next page to enter the Specific Years to be covered by this POA. Proceed to Step 7.
  • Select the appropriate checkboxes for Additional Authorizations, if applicable.
  • Select the Next button.

  • Enter the specific income periods to be covered by this POA declaration.
  • Select the Next button.

  • Review specific income periods covered by the POA declaration.
  • Select Add to include additional income periods.
  • Select the Next button.

  • Review the information on the Summary page.¬†
    • To edit information use the Back button at the bottom of the page or the Edit link in the section that needs to be updated.
  • In the Authorization of POA section, read the text and check the checkbox and enter your full name and title.
  • Select the Submit button.
Note: After you submit the POA, it displays as “Pending” in your authorized representative list. Your POA becomes effective after FTB review and approval. FTB will notify you when the POA when processing is complete.

  • Notice the POA Declaration number.
  • Select the Return Home button to navigate back to the homepage.

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Last Updated: 03.22.2018