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Account Registration - Frequently Asked Questions

General Information

  1. How will I know if my registration is complete?
  2. What if I do not receive a registration confirmation email?
  3. What if I am locked out of my account?
  4. What does it mean to Select a Role?
  5. I do not have a copy of my California tax return, can I still register?
  6. Can I use information from an amended California tax return to register?
  7. I received a notice that my adjusted gross income (AGI) was revised on my California tax return, which amount do I use to register?
  8. I am a fiduciary; can I register to access my account?
  9. I file a group Form 540NR return; can I register to access my account?
  10. Why do I get the message "The user name you entered does not match our records. Please try again." when I try to login?

User Name and Password

  1. I forgot my User Name/Password and the answers to my security questions, how do I login?
  2. Why do I have to change my Password every year?
  3. How do I change my Password?
  4. I forgot my Password. How do I login?
  5. I forgot the answers to my security questions and I am locked out of my account. Can I reset my security questions and answers?
  6. My security image is not displaying. How do I login?
  7. Can I use my social security number (SSN) or federal employer identification number (FEIN) as my User Name?

Tax Professional

  1. Do I need a Power of Attorney (POA) to view my clients' information online?
  2. I am an Enrolled Agent (EA), why can't I use my EA identification number to register?
  3. I just applied for a PTIN (Preparer Tax Identification Number) with the IRS; how long does it take FTB to receive the information?
  4. I just applied for an EFIN (Electronic Filer Identification Number) with the IRS; how long does it take FTB to receive the information?

Business Entity

  1. I am an LLC filing as a corporation, what ID number do I use to register?

General Information

  1. How will I know if my registration is complete?

    Once you submit your registration information, you will receive a Registration Confirmation email. You must select the link in the email within 72 hours to complete the registration process.

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  2. What if I do not receive a registration confirmation email?

    Call us at 800.353.9032 for registration issues.

    For general tax help, call us at 800.852.5711.

    Persons with hearing or speech impairments, call TTY/TDD 800.822.6268.

    Representatives are available between 7 a.m. and 5 p.m., weekdays, except state holidays. We may modify these hours without notice to meet operational needs.

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  3. What if I am locked out of my account?

    If your account is locked, you must wait at least 30 minutes before trying to access your account again. If you try to login again before 30 minutes, the system will lock you out again for another 30 minutes, even if you attempt to login with the correct User Name and Password.

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  4. What does it mean to Select a Role?

    You must choose a role when you register. You will be able to add additional roles after you have created your account.

    • Individual Role – Used to view your personal tax account information.
    • Business Entity Role - Used if you work for a corporation, partnership, or LLC and plan to make payments on behalf of the business.
    • Tax Professional Role - Used to view your clients' tax account information.

    You can register for just one role or all three roles. You can add additional roles after you have initially created an account.

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  5. I do not have a copy of my California tax return, can I still register?

    Yes, but first you must call us at 800.353.9032 before you begin the registration process.

    For general tax help, call us at 800.852.5711.

    Persons with hearing or speech impairments, call TTY/TDD 800.822.6268.

    Representatives are available between 7 a.m. and 5 p.m., weekdays, except state holidays. We may modify these hours without notice to meet operational needs.

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  6. Can I use information from an amended California tax return to register?

    No. You must use the information from the original tax return.

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  7. I received a notice that my adjusted gross income (AGI) was revised on my California tax return, which amount do I use to register?

    Use the original AGI amount entered on your tax return.

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  8. I am a fiduciary; can I register to access my account?

    Not at this time.

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  9. I file a group Form 540NR return; can I register to access my account?

    Not at this time.

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  10. Why do I get the message "The user name you entered does not match our records. Please try again." when I try to login?

    There are two reasons this could happen:

    • You entered your Username incorrectly on the Login page. Click the Cancel link and enter your Username again.
    • You are not registered and must complete the registration process to create your account. Click the Cancel link and then on the Login page, click the Register link.

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User Name and Password

  1. I forgot my User Name/Password and the answers to my security questions. How do I login?

    You must call us at at 800.353.9032 to reset your password and security questions. You will receive an email containing the User Name you registered with and a separate email with a temporary password. You must login within 24 hours of receiving the User Name and temporary password emails. Once you have changed the temporary password to one of your choosing, you will be prompted to select three Security Questions and answers.

    For general tax help, call us at 800.852.5711.

    Persons with hearing or speech impairments, call TTY/TDD 800.822.6268.

    Representatives are available between 7 a.m. and 5 p.m., weekdays, except state holidays. We may modify these hours without notice to meet operational needs.

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  2. Why do I have to change my Password every year?

    Federal regulations require annual changes to Passwords used to access tax information for security reasons. We receive tax information from the Internal Revenue Service (IRS) and must follow their security requirements.

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  3. How do I change my Password?
    • Login to your account using your current User Name and Password.
    • Select "Change my password, email address, security questions, or security image."
    • Scroll down to the "Change Your Password" section.
    • Enter your new Password.

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  4. I forgot my Password. How do I login?

    From the Login page, select the "I forgot my password" link and follow the prompts. A temporary Password will be sent to your email address.

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  5. I forgot the answers to my security questions and I am locked out of my account. Can I reset my security questions and answers?

    Yes. To reset your security questions and answers, call us at 800.353.9032.

    For general tax help, call us at 800.852.5711.

    Persons with hearing or speech impairments, call TTY/TDD 800.822.6268.

    Representatives are available between 7 a.m. and 5 p.m., weekdays, except state holidays. We may modify these hours without notice to meet operational needs.

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  6. My security image is not displaying. How do I login?

    Click the browser's "back" button and re-enter your user name. If you continue experiencing difficulty, call us at 800.353.9032.

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  7. Can I use my social security number (SSN) or federal identification number (FEIN) as my User Name?

    Yes, but for your security we recommend not using your SSN or FEIN as your User Name. Using these numbers may result in FTB sending an email that requires you to create a Secure Email account.

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Tax Professional

  1. Do I need a Power of Attorney (POA) to view my clients' information online?

    No, you do not need a POA form to view your clients' information online. However, you do need your clients' permission before you view their information. You can use the POA to obtain permission or you can use FTB 743, Online Account View Access Authorization to obtain permission. You retain the authorization form signed by you and your client. Do not mail the form to us.

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  2. I am an Enrolled Agent (EA), why can't I use my EA identification number to register?

    The file of information we currently receive from the Internal Revenue Service (IRS) does not contain sufficient information to use during registration. You must use your Preparer Tax Identification Number (PTIN) or Electronic Filer Identification Number (EFIN).

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  3. I just applied for a PTIN (Preparer Tax Identification Number) with the IRS; how long does it take FTB to receive the information?

    We receive updates from the IRS quarterly (January, April, July and September).

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  4. I just applied for an EFIN (Electronic Filer Identification Number) with the IRS; how long does it take FTB to receive the information?

    It takes the IRS one to four weeks to process your EFIN application and provide the information to us. We receive updates from the IRS weekly on Mondays.

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Business Entity

  1. I am an LLC filing as a corporation, what ID number do I use to register?

    You will need to register using your 7-digit corporation ID number. Any payments that are made using this User Name and Password will post to your corporation account. If you need to make payments on your LLC account, you will need to register using your 9- or 12-digit LLC ID number and select a different User Name and Password.

    You will retain two User Names and Passwords, one to make corporate payments and one to make LLC payments.

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