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How to retain full online account access to your client’s account on MyFTB

Effective January 2, 2019, we updated our Power of Attorney Declaration (POA) (FTB 3520 PIT and BE) and Tax Information Authorization (TIA) (FTB 3534) forms and MyFTB, to allow you or the taxpayer to request full online account access at the same time you submit the POA declaration or TIA request. Below is important information to retain full online account access to your client’s MyFTB account when you submit a new POA declaration or TIA request.

If I already have full online account access for my client, do I have to do anything if I file a new POA declaration or TIA request?

Yes. To retain full online account access to your client’s MyFTB account, you must make the following selection for the POA declaration or TIA request you are submitting:

  • Yes must be selected on the form.
  • Full must be selected on MyFTB.

Important details:

  • When we approve the POA declaration and there are multiple representatives listed on the declaration, the online account access level will apply to both:
    • All tax professional representatives listed.
    • All existing POA and TIA relationships that you, or any tax professional representative listed, have with the client.
  • When no or limited is selected on the POA declaration or TIA request, we will change the Online Account Access level from full to limited for all existing POA and TIA relationships that you have with your client. If there are multiple tax professional representatives listed on the declaration, we will change the online account access level from full to limited for all existing POA and TIA relationships that you, or any tax professional representative listed, have with the client.
  • If we reject the POA declaration or TIA request, we will not process the online account access request. The online account access level for all existing POA or TIA relationships between the tax professional(s) and the client will not change.

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Last Updated: 01.30.2019

 

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