A tax information authorization gives that person the legal right to review some confidential taxpayer information.
A TIA relationship does not allow the representative to act on a taxpayer’s behalf to resolve their tax issues with FTB. For the right of the representative to act on their behalf, a taxpayer needs to file a Power of Attorney (POA) Declaration. Visit Power of attorney vs. tax information authorization for more information.
Length of TIA
Generally, a TIA lasts for 13 months, unless it’s revoked.
To renew the TIA for an additional 13 months:
Ending (revoking) your TIA
Anyone on the TIA can revoke the TIA at any time (such as the taxpayer, business, or representative).
Rights and authorizations
A TIA relationship gives a representative the right to get information such as:
- Estimated tax payments
- Notices (letters)
- Account status and history
Tax professionals and MyFTB
Visit Tax professional online account access for more information.