UPDATE: Changes to Power of Attorney (POA) Declarations “Pending Taxpayer Approval” July 2019 Tax News

In the May Tax News, we let you know about a POA process change coming this summer.

Please note that this only applies to those POA declarations you submit in MyFTB and do not attach the signed declaration. Declarations submitted in MyFTB that do not have the signed declaration attached require taxpayers to log into their own MyFTB account to approve the declaration.

Previously, these declarations remained indefinitely in a “Pending Taxpayer Approval” status. Taxpayers now have 90 calendar days from when the declarations are uploaded to MyFTB to approve the pending declaration. If a pending declaration is not approved within this timeframe, it will expire and be rejected. Beginning September and going forward, we will reject aged declarations under these new rules.

If you need to check the status of declarations you submitted on MyFTB, see

• Power of Attorney (POA) Declaration – Check POA Status
• Tax Information Authorization (TIA) – Check TIA Status

Declarations that require your client’s approval will display on MyFTB with a status of “Pending Taxpayer Approval.”