New method to access MyFTB Account:
Beginning November 2010, the way you access your clients’ MyFTB Account information will change. We will replace use of the CSN with a one-time registration process to create your tax professional login credentials. This will involve a user name and password and providing two secrets; your social security number (SSN) and professional ID (CPA#, PTIN, EFIN or CTEC#). After successful registration, you can access your account immediately.
To view your clients’ MyFTB Account information, you will login with your user name and password and enter your clients’ secrets (information you already have). You should obtain your clients’ permission to view their tax account information using our new form, FTB 743, Online Account View Access Authorization. Keep the authorization form signed by you and your client for your records. Do not mail the form to us.
New MyFTB Account Features:
Beginning November 2010, individual taxpayers will be able to update their address and phone number online using MyFTB Account. This service is available only for taxpayers who individually sign up using our new registration process (mentioned above).
Remember, if you authenticate as a tax professional, you will still be able to view information on your client’s account such as payments, balance, wage and withholding, and FTB-issued forms 1099-G and 1099-INT. However, only your clients can make changes to their address.
Web Pay for Business Entities:
Also beginning in November 2010, your business entity clients will be able to make online payments with Web Pay. Corporations, limited liability companies (LLCs), and partnerships will use information from their most recently filed tax return to register for Web Pay. They can schedule payments up to a year in advance. It is free and easy. For more information, go to ftb.ca.gov and search for Web Pay.