CA “MyFTB” Changes Coming for Practitioners and Taxpayers

Your Guide to State, Local, Federal, Estate + International Taxation

Beginning January 4, 2016, the FTB will launch a new, enhanced MyFTB. Here are a few tips and highlights from the new system:

  • All current accounts will be disabled on January 2, 2016, at midnight.
  • Any tax professional (or taxpayer) that wants a FTB account will need to register or re-register beginning January 4th 2016.
  • Use your PTIN when you register.
  • A PIN will be mailed to you (3-5 days) in order to complete the activation of your account. PIN expires after 21 days.
  • You can create client lists on the new MyFTB site. (Clients will have to be re-added to the list every 13 months if you don’t have POA access.)
  • You have one of two access rights to clients on your list: Tax Preparer or POA Representative.
  • Having the access rights of “Tax Preparer” will give you access to similar information as was available on the old FTB system. If you have POA rights, the scope of possibilities as to what you can do is heavily expanded.
  • If you submitted a POA prior to 10/1/14 and you want online POA access, you must resubmit an online POA declaration after 1/4/16.
  • Now POA declaration can be submitted online. This shortens the processing timeframe.
  • You can fill out the POA information online and submit it without signature. Your clients will then login to their individual account and approve the submission.
  • Or, you can fill out the POA information online AND upload a signed copy of the POA.
  • Having a POA on file will allow you to view notices online, respond to an FTB letter, submit online protests to assessments, get email notifications when a client receives a notice, view clients’ returns back to 2010 (or use the chat function to request 2009 and prior returns), update clients’ information online.
  • The MyFTB site has a new Secure Chat feature that will allow you to ask confidential questions about your client’s account. This is supposed to be quicker than trying to get through on the phone.
  • As a taxpayer creating an FTB account, each taxpayer will need to create a separate account from their spouse. Married couples do not share an account.

Additionally, the FTB will require practitioners to validate their identity when calling the Practitioner Hotline beginning January 4, 2016. This is due to identity theft concerns. When calling regarding a client’s account, the practitioner will be asked for his or her driver’s license number or state identification card number and date of issuance before providing confidential information on the client’s account.

By Scott W. Clouse, CPA