MyFTB Account offers a variety of services to assist you in the preparation of your clients’ personal income tax returns. You can:
- Verify the amount of estimated tax payments we have on file.
- View FTB-issued 1099-Gs and 1099-INTs.
- Obtain California wage and withholding amounts.
- See recent tax payments made and applied.
We encourage you to use these services to help prevent processing errors that may delay your clients’ refunds or result in notices sent to your client. For more information go to ftb.ca.gov and search for MyFTB Account.
You can use MyFTB Account for Businesses to view your client’s estimated income tax payments before filing your client’s return.
Claiming the wrong amount of estimated tax payments causes processing delays which delays and results in a notice being sent to your client.You can also verify the exact entity name to use when filing a return to avoid another common error that causes processing delays. For more information go to ftb.ca.gov and search for MyFTB Account.