Help with Tax Information Authorization Tax Information Authorization

How to videos:

Video List:

If we reject a TIA

Common reasons why we reject TIA submissions:

Taxpayer ID is missing on the form
The full business name is not provided
Representative’s name and/or address are missing, incomplete, or illegible
Form is not signed by an authorized individual
"Print Name" field not complete
Signature Date is missing on the form

Death of an individual with a TIA

When an individual dies and we are notified of their death, we’ll revoke their TIA because it is no longer valid.

A new relationship can be established between a representative and a deceased taxpayer (or the estate of the deceased taxpayer) using a TIA signed by the legal representative of the deceased taxpayer (or their estate).

The legal representative of the deceased taxpayer (or their estate) does not need a TIA to access the deceased taxpayer's (or their estate's) account.

The authority to access such information and represent the deceased taxpayer (or their estate) is supported by documentation such as:

A valid will
A valid trust instrument
Letters Testamentary
Letters of Administration
Court Orders

If you’re obtaining a TIA on behalf of a minor child

To receive tax information for a minor, you must attach at least one of these items to the TIA form:

Birth certificate
Custody agreement
Court order
Any other documentation that establishes permission

You must use one of the Individual or Fiduciary signing formats in order for the TIA form to be accepted.

Contact us about TIA

Chat: Sign into MyFTB to chat
Weekdays, 8 AM to 5 PM; You must be logged into MyFTB to chat about your account.; Sign into MyFTB
Phone: Taxpayers, individuals, and businesses
800-852-5711
916-845-6500 (outside the U.S.)
Weekdays, 8 AM to 5 PM; Tax professionals hotline
916-845-7057
Weekdays, 8 AM to 5 PM
Mail: POA/TIA Unit
Franchise Tax Board
PO Box 2828
Rancho Cordova, CA 95741-2828