Missing clients help MyFTB

If you cannot find a specific client on your client list, review the following information before contacting us. If your entire client list is not showing, contact us.

Search options criteria

By default, all active individual clients display
To find specific types of clients, change the Search Options to search by client type, relationship type, and relationship status

Client list filter

To find a client within your client list, use the filter boxes at the top of each column in the Search Results
To reset your list, select the Clear Table Filter button

Relationship revoked or expired

If the relationship is revoked or expired, your client will not appear on your active client list
You can find the client by selecting the Relationship Status of Inactive in the Search Options section
You cannot access expired or revoked client accounts or view the details of a POA declaration

We are still processing your TIA or POA

If we are still processing your TIA or POA, your client will not appear on your active client list. Normal processing is 15 days or less. Additional time may be required if we need to contact the taxpayer to verify the relationship.
You can find the client by selecting the Relationship Status of Pending in the Search Options section. Then select the View Details link for the client in your search results for additional information.

Adding clients

To add a missing TIA client, refer to How to Add a Client to My Client List
To file a POA declaration, select File a Power of Attorney. For detailed instructions, refer to How To Submit a FTB Form 3520, Power of Attorney Declaration
After you submit a TIA or POA, it will be displayed in search results for Relationship Status of Pending
Important: When you add or renew a client relationship, we notify your client. Inform your client to expect this notification.

Still unable to find clients

If your entire client list is not showing or you are still unable to find clients, contact us:

Phone: 916-845-7057
Available weekdays, 8 AM to 5 PM (Pacific Time)
Closed on state holidays