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Things to Remember when Registering for Access Your Account

Access Your Account is the easy new way to view your client’s MyFTB Account. Via one-time registration, you will create your Tax Professional account. Once you have created your account you login and use your client’s secrets (information from a previous year’s tax return) to view their MyFTB Account. You will no longer need to retrieve and use your client’s Customer Service Number.

More than 21,000 customers, including 5,000 tax professionals, have registered since the November launch date.

We have also heard from customers who are experiencing problems during registration. Here are some things to remember about registration:

Username, password, Security Questions and answers

  • Select your own username and password – make sure you remember them.
  • Select three Security Questions and answers -make sure you remember them.
  • We recommend that you write them down and keep them in a secure place.

Confirmation email

  • You have to click on the link in the email we send you within 72 hours of registering – if you do not do this; your account is not activated.
  • Some email providers can take several hours to deliver new emails to your inbox.
  • If you do not see the confirmation email in your inbox, check your spam folder.

Preparer Tax Identification Number (Tax Professional Identification Number)

  • If you have recently applied for a Preparer Tax Identification Number (PTIN) from the IRS, you will not be able to use your PTIN to register until late January 2011 as we receive PTIN information from the IRS quarterly.
  • If you have recently applied for a PTIN, you can register with us now if you have an Electronic Filer Identification Number (EFIN), CTEC number, or California Board of Accountancy CPA number.
  • The Board of Accountancy only provides us with licensing information for CPAs who were issued their license in California. If you are a CPA in another state you will not be able to use your CPA number when registering. You will need to use a different number such as your PTIN or EFIN.
  • Verify the PTIN, EFIN, CPA or CTEC number you enter during registration is correct. We found that the practitioners who experienced difficulty during registration entered the wrong professional identification number.

Hardware and Browsers we support

  • Handheld devices
    • We currently do not support mobile operating systems for the registration process – mobile phones, iPads, and other tablets accessing the internet using iOS, Android, or Windows Phone 7 are not supported.
  • Older browser versions
    • Make sure your browsers and operating systems are current. See our Browsers We Support page for further information.
    • If your browser is not compatible with our system you will need to upgrade your current version or download a different browser.

Back to January 2011 Tax News