Tax News
Changes to POA Processing Procedures

Starting November 1, 2013, all Power of Attorney (POA), faxed and paper, will be worked on a first-come, first-serve basis to ensure we provide the best possible service for all our customers.

Our backlog has grown to where we no longer can process POAs in our published time frames. We added more staff and should be back within these time frames by the end of year. To help us lower our backlog, we ask you to carefully review your POA before you send or fax it to us. Last year, we rejected almost 16,000 or 17 percent of the POAs we received because they were incorrect or incomplete. To help reduce the number of rejections, we published the article “Why We Send Your POA Back to You” in the January 2011 edition of Tax News. In 2012, we expanded the instructions to the POA form. We host POA webinars. Our most current POA webinar, “ FTB 3520, Power of Attorney – What’s New” is available on our website under News and Events.

In addition, we recommend you have your new client complete a POA, and immediately fax it to the POA Unit at 916.843.5440. The information is generally updated to our systems in seven to 15 working days. By doing so ahead of time, the information should be in our POA database, and the Practitioner Hotline representatives should be able to assist you during your first contact.

Also, starting in the fall of 2014, taxpayers will be able to submit their POA online through their My FTB Account. In most cases, taxpayer-submitted POAs will become active immediately after submission. In addition, tax representatives will also be able to submit their client’s POA online. Once the taxpayer accepts the POA through their MyFTB Account, the POA becomes immediately active.

POA Revocation Fax Number

Starting November 1, 2013, we dedicated a special fax line for POA revocations which allows us to process them within five working days. Regular POAs faxed to this number will be processed under our normal POA processing time frames. For more information on how to revoke a POA, see “Retention or Revocation of a Prior POA” in the FTB 3520 instructions.

The POA Revocation fax number is: 916.845.9144

 

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