Create a MyFTB account to access your California state tax records and information as well as other features.
- Go to https://www.ftb.ca.gov/myftb/create-an-account.html
- Click "Create MtFTB account" Button
- Fill out required information, choose username and password (store in a secure place).
- Fill out challenge questions (store in a secure place)
- Enter required information
- Note that California information such as AGI is requested. This can be found on your CA Form 540, not your federal 1040. Federal and California income differences are a common occurrence.
- Answer questions to verify identity and create account.
MyFTB Features:
- View account balance and tax year or account period details
- View estimated payments and credits before filing a return
- View payment history
- View a list and images of tax returns
- View a list and images of notices and correspondence
- View and update contact information
- View proposed assessments
- View a list of authorized representatives (tax professional or a tax professional with a power of attorney) and manage who can access your account
- View a list of activities that occurred on your account, such as the last time you or your authorized representative accessed your account
- Calculate a balance due for a date in the future
- File a power of attorney (POA)
- File a nonresident withholding waiver request
- Protest a proposed assessment
- Chat with an a customer service representative about confidential matters
- Send a secure message with attachments to us
- Choose to receive an email when we send you a notice or correspondencce