e-Signature options for e-file

Overview

We accept electronic signatures for Individual e-filed returns and stand-alone electronic funds withdrawal (EFW) payment requests.

Signature responsibilities chart

This chart explains the taxpayer and electronic return originator’s (ERO) responsibilities when using each of the signature options.

Options Taxpayer must: ERO must: Notes
Practitioner PIN Review and sign FTB 8879 or FTB 8879 (PMT) Shared secret (prior year California AGI) is generally not required
Self-Select PIN
  • Enter his or her PIN on your computer
  • Provide his or her shared secret (prior-year California AGI)
  • Allow the taxpayer access to your computer
  • Enter your ERO PIN
 No paper forms required
FTB 8453 Review, sign, and retain FTB 8453 or FTB 8453 (PMT) Review, sign, and retain FTB 8453 or FTB 8453 (PMT) No shared secret, FTB 8879, or FTB 8879 (PMT) required