Client Memo – New Taxpayer Procedure

by | Feb 13, 2017 | Client Memo, Security, Tax

Early last year, the Franchise Tax Board (FTB) implemented a new procedure to notify taxpayers of the name of the tax preparer who has access to their tax information on the FTB’s website. In addition, the access right expires after 13 months and the FTB is required to notify taxpayers again. This means that you will be receiving letters from the FTB stating that one of our staff members has requested authorization to view your account. This is because we normally verify your tax information on the FTB website when preparing your tax return. Therefore, when you receive such a notice and do not recognize the name of the person requesting authorization to view your account, please contact us before you deny the access. It might be one of our staff members requesting FTB access for the preparation of your tax return.

This new procedure was established to protect taxpayers’ identities, however, it inadvertently concerns taxpayers that there may be some identity theft or unauthorized access issues. We apologize for any confusion this new FTB process may have created. Please inform us of any communications received from the FTB naming a tax preparer that you do not recognize.

If you have any questions regarding the above, please do not hesitate to contact us.

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