Creating an Account on CA Franchise Tax Board (FTB)

MyFTB account | FTB.ca.gov

  1. 1. Go to MyFTB account | FTB.ca.gov

  2. 2. To begin the account creation process, click Create an Account

    To begin the account creation process, click Create an Account

  3. 3. Click on Create MyFTB account

    Click on Create MyFTB account

  4. 4. Accept the terms and conditions then click on Continue

    Accept the terms and conditions then click on Continue

  5. 5. Enter your information into the required fields

    *A username will need to be created in this step. This username is unique to you and will need to be entered each time you login. We recommend keeping your username in a secure place for easy reference.

    Enter your information into the required fields

  6. 6. Select the appropriate role for the account and click Continue

    Select the appropriate role for the account and click Continue

  7. 7. Enter your personal information into the required fields

    Enter your personal information into the required fields

  8. 8. Continue to enter the required personal information. You will need to provide information from a previously filed tax return as part of this step.

    From this step, you will be able to verify your data.

    Option 1: You will receive a PIN in the mail. Go to step 10

    Option 2: You will verify your data and be directed to the website.

    Continue to enter the required personal information. You will need to provide information from a previously filed tax return as part of this step.

Continue if you needed to wait until you recieved a PIN from California Franchise Tax Board

  1. 9. Once you have received your PIN, return to the California Franchise Tax Board Website and click Log in to my account

    Once you have received your PIN, return to the California Franchise Tax Board Website and click Log in to my account

  2. 10. Next, you will need to enter your username and password that you created in steps 5 & 6

    If you do not remember your login credentials, you can click Forgot Username or Forgot Password to reset your login details

    Next, you will need to enter your username and password that you created in steps 5 & 6

  3. 11. Enter the 6-digit PIN that you received in the mail and click Continue

    Enter the 6-digit PIN that you received in the mail and click Continue

  4. 12. If your account has been successfully activated, click Continue to proceed to your account dashboard

    If your account has been successfully activated, click Continue to proceed to your account dashboard

Navigating the California Franchise Tax Board Dashboard

  1. 13. The account dashboard is pictured below. The following steps will help you navigate through the tabs listed in the top left of the home page.

    The account dashboard is pictured below. The following steps will help you navigate through the tabs listed in the top left of the home page.

Account Dropdown

Account Summary

  1. 14. Click on Account Summary from the dropdown menu under the Account tab

    Click on Account Summary from the dropdown menu under the Account tab

  2. 15. The Account Summary is pictured below

    The Account Summary is pictured below

Estimate Payments & Credits Tab

  1. 16. Click on Estimate Payments & Credits from the dropdown menu under the Account tab

    Click on Estimate Payments & Credits from the dropdown menu under the Account tab

  2. 17. Estimate payments and credits by tax year will be listed on this page

    Estimate payments and credits by tax year will be listed on this page

Payment History Tab

  1. 18. Click on Payment History from the dropdown menu under the Account tab

    Click on Payment History from the dropdown menu under the Account tab

  2. 19. Payment transactions you have made will be listed on this page

    Payment transactions you have made will be listed on this page

Returns Tab

  1. 20. Click on Returns from the dropdown menu under the Account tab

    Click on Returns from the dropdown menu under the Account tab

  2. 21. Your filed tax returns will appear on this webpage

    Your filed tax returns will appear on this webpage

Proposed Assessments Tab

  1. 22. Click on Proposed Assessments from the dropdown menu under the Account tab

    Click on Proposed Assessments from the dropdown menu under the Account tab

  2. 23. The page in the screenshot below will contain a summary of proposed assessments

    The page in the screenshot below will contain a summary of proposed assessments

Hearing Information Tab

  1. 24. Click on Hearing Information from the dropdown menu under the Account tab

    Click on Hearing Information from the dropdown menu under the Account tab

  2. 25. Details for upcoming and past hearings will be displayed on this page

    Details for upcoming and past hearings will be displayed on this page

California Wages &Withholding Tab

  1. 26. Click on California Wages & Withholding from the dropdown menu under the Account tab

    Click on California Wages & Withholding from the dropdown menu under the Account tab

  2. 27. Total California wage and withholding amounts by tax year will be listed on this page

    Total California wage and withholding amounts by tax year will be listed on this page

FTB-Issued Form 1099 Tab

  1. 28. Click on FTB-Issued Form 1099 from the dropdown menu under the Account tab

    Click on FTB-Issued Form 1099 from the dropdown menu under the Account tab

  2. 29. If the FTB has issued any 1099 forms to you, then they will be displayed on this page for you

    If the FTB has issued any 1099 forms to you, then they will be displayed on this page for you

Activity Tab

  1. 30. Click on Activity from the dropdown menu under the Account tab

    Click on Activity from the dropdown menu under the Account tab

  2. 31. Any activities performed under your account, such as logging in, will be listed for you on this page

    Any activities performed under your account, such as logging in, will be listed for you on this page

Communication Dropdown

  1. 32. For details related to your interactions with the California Franchise Tax Board, click on Communication

    To start a new conversation with the FTB, you will need to select the appropriate option from the available options.

    For details related to your interactions with the California Franchise Tax Board, click on Communication

Notices & Correspondence Tab

  1. 33. If you need to see your history of correspondence from the FTB, click on Notices & Correspondence from the dropdown menu

    If you need to see your history of correspondence from the FTB, click on Notices & Correspondence from the dropdown menu

  2. 34. Notices and Correspondence from the FTB should be listed for you on the page screenshotted below

    *Not all notices & correspondence may be available

    Notices and Correspondence from the FTB should be listed for you on the page screenshotted below

Services Dropdown

  1. 35. If you require a specific type of service, click on Services to view the available options

    If you require a specific type of service, click on Services to view the available options

Profile Dropdown

  1. 36. Click on Profile

    If you need to make an changes to your account, you can do so by choosing the appropriate option from the Profile dropdown menu in the screenshot below

    Click on Profile

Updating Contact Information Tab

  1. 37. If you need to update your contact information, click on Update Contact Information under the Profile tab

    If you need to update your contact information, click on Update Contact Information under the Profile tab

  2. 38. The contact information associated with your MyFTB account will be listed on the page pictured below. To return to the homepage, click on Home.

    The contact information associated with your MyFTB account will be listed on the page pictured below. To return to the homepage, click on Home.

Paying a Tax Balance

  1. 39. If you need to pay a tax balance, you can do so by clicking Make a Payment on your MyFTB homepage. Step-by-step instruction for paying tax balances can be found on our website.

    If you need to pay a tax balance, you can do so by clicking Make a Payment on your MyFTB homepage. Step-by-step instruction for paying tax balances can be found on our website.