Tax Information Authorization TIA

Overview

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.

TIA forms

Length of TIA

Generally, a TIA lasts for 13 months, unless it’s revoked.

To renew the TIA for an additional 13 months:

• Tax professionals can renew online through MyFTB
• Taxpayers must submit a new TIA form

How to videos

We have created a series of videos with more information about a Tax Information Authorization (TIA) and how to submit to FTB.

To access other videos in the embedded YouTube playlists below, click on the icon with the three horizontal lines in the top-right corner of the video player. This will open a menu displaying all the videos in the playlist, allowing you to select and play different videos from the list.

Taxpayer/Tax Professional series

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

Ending (revoking) your TIA

Anyone on the TIA can revoke the TIA at any time (such as the taxpayer, business, or representative).

Tax professionals and MyFTB

If a representative has a MyFTB account, they will have limited online access to the taxpayer's account information once the TIA is approved. Tax professionals can request full online account access.

Visit Tax professional online account access for more information.