California tax: Inside FTB
Did you know that FTB has a call center dedicated to serving Tax Practitioners? The Tax Practitioner's Hotline Unit can be reached at 916.845.7057 for help in answering questions
or resolving issues related to your clients' accounts. By calling the Tax Practitioner's Hotline Unit, you will work with staff members who specialize in working with the practitioner community.
Tax professionals may also access Personal Income Tax account information at ftb.ca.gov and search for "MyFTB Account." The taxpayer's Social Security Number and Customer Service Number (search for "Get CSN") are needed to access the service. It is available 24/7 and offers the following taxpayer information:
- Estimated tax payments.
- Recent payments applied to a balance due.
- Total current balance due.
- Summary of each balance due tax year.
- California wage and withholding information.
- FTB-issued 1099-G and 1099-INT information.
If the information needed is not available on the website or if transcript information is needed, please call the Hotline at 916.845.7057. If a transcript is needed, please be specific regarding the requested information. If the information is needed in writing, then fax in a request to 916.845.6377. Please include a current Power of Attorney if we do not already have one on file; this information will be updated in our database.