Shelby Linka

Created Nov 03, 2023

Creating an Account on CA Franchise Tax Board (FTB)

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MyFTB account | FTB.ca.gov

9 Steps

Go to MyFTB account | FTB.ca.gov

To begin the account creation process, click Create an Account

Click on Create MyFTB account

Accept the terms and conditions then click on Continue

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.

Select and answer 3 security questions and create a password for your account

Security Questions: Select 3 security questions from the dropdown menus and provide an answer the chosen prompt. These questions function as an extra layer of security to your account. Please note that answers are case sensitive. We recommend also keeping your security question answers in a secure place for easy reference.

Password: Create a password according to the specified requirements. This password will need to be entered each time you login to your account. We recommend keeping your password in a secure place for easy reference.

Select and answer 3 security questions and create a password for your account

Select the appropriate role for the account and click Continue

Enter your personal information into the required fields

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

4 Steps

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

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

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

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

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California Franchise Tax Board Dashboard

27 Steps

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 Summary is pictured below

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

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

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

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

Payment transactions you have made will be listed on this page

Click on Returns from the dropdown menu under the Account tab

Your filed tax returns will appear on this webpage

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

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

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

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

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

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

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

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

Click on Activity from the dropdown menu under the Account tab

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

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.

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

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

*Not all notices & correspondence may be available

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

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

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

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

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.

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