Tax Professionals

What's New

California Tax Policy Conference - In San Diego November 12-14, 2009 (posted 06/25/09)
NEW - Penalties for frivolous submissions to begin on July 20, 2009 (posted 06/19/09)
Credit Assignment - Frequently Asked Questions and Interested Parties Meeting information. (posted 05/27/09)
Topic Index for Tax Forms and Publications - This list of tax forms and publications by topic was formerly in the Package X. (posted 04/14/09))
FTB 3571 - Request for Estate Income Tax Clearance Certificate is now fillable. (posted 04/03/09)
Report a systemic issue - A systemic issue affects multiple taxpayers, relates to FTB systems/ policies/ procedures, or involves protecting taxpayer rights, or reducing or preventing taxpayer burden. (posted 03/04/09)

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.
Seminars & Workshops – Various State and Federal tax seminars and workshops.

Sign up for our estimated tax payment email reminder service.
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.

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.