Tax Professionals

What's New

• Registered Tax Preparers - Find out who must register and how to do it. (posted 12/23/2008)
• Package X eliminated (posted 12/10/2008)
• Beginning with tax year 2008 – individual taxpayers can authorize a third party designee directly on their tax return (posted 12/01/08)
• Mandatory e-pay – Your clients may be required to pay electronically. (updated 11/25/2008)
• Electronic Payments Tool Kit – This tool kit contains a letter you can send to your clients to remind them to pay their balance due, a poster, and a brochure to promote convenient, safe, and easy to use electronic payment options. (posted 10/28/08)
• Give us your comments on External Authentication for Secure e-Services (EASE) (posted 9/23/2008)
• Registered domestic partners (updated 5/29/2008)
• Same-sex married couples (posted 7/31/2008)
• Seminars & Workshops – Various State and Federal tax seminars and workshops
• Tax News – Monthly online newsletter covering tax law; FTB regulations, policies, and procedures; and events affecting tax practitioners
• Public Service Bulletins – Intermittent announcements about changes in processing

Online services

• View account information (MyFTB Account) - Estimated tax payments, recent payments applied to a balance due, total current balance due, a summary of each balance due tax year, California wage and withholding information, and FTB-issued 1099-G and 1099-INT information.
• e-file for tax professionals – Individual program, business program and information for software developers and transmitters
• Electronic filing of information returns – Forms 1098, 1099, 5498 and W-2G
• Secure electronic communication (SEC) – Taxpayers, authorized taxpayer representatives, and certain state agencies can exchange (send and receive) confidential information with designated FTB staff electronically.
• Secure web internet file transfer system (SWIFT) – Government agencies and external business customers can securely exchange (send and receive) large files with FTB.

Contact numbers, mailing and web addresses

• Tax Practitioner Hotline – Call or fax your questions.
  • Phone – 916.845.7057 (Monday through Friday, 8 a.m. - 5 p.m., except state holidays.)
  • Fax – 916.845.6377 (24 hours a day.)
• Power of Attorney - Print FTB 3520 and fax it to us. See the Power of Attorney page for more information.
  • Fax – 916.845.0523 (24 hours a day.)
• e-file Help Desk – Call 916.845.0353
• FTB Information Directory – More phone numbers plus web and mailing addresses.