California MyFTB Website - Enhanced Security and Annual Account Renewal (November 2016)

California MyFTB Website - Enhanced Security and Annual Account Renewal

As you may have known, at the beginning of 2016, the Franchise Tax Board (FTB) redesigned its online account system with improved security features.  All users were required to re-register and be verified before they could use the website again.  The new system requires tax professionals to add you or your business to our client list in order to view and verify estimated payments, account balances, FTB notices, etc.   Once you are added, there is a 10-day holding period during which the FTB notifies you before we can access your account.  This access is good for 13 months, after which, you or your entity will be automatically removed from our list unless we renew it. 

The FTB will be rolling out its renewal mechanism after Jan. 3, 2017.  However, to plan for the next tax season and ensure uninterrupted access during that crunch time, our office is going to refresh our client list this month.  For accounts that we haven’t previously added, we will be adding them.  For accounts that were added to our list during 2016, we will be removing and re-adding them.  As a result, you will be receiving an FTB notification(s) regarding our activity of your account during this process.  The notification will list the tax professional associated on your account, which will be either the tax manager or the tax partner that works on your tax returns.  If a Power of Attorney (POA) is on file, then you do not need to be renewed.  We will have continued access until the POA expires.   

If you have any questions, please don’t hesitate to call our office at (949) 260-1430. 

Rachel Chen, Manager

SKINNER FOUCH & OLSON LLP