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February 07, 2017 • Sheldon Hyde • Log In to Post Comments

We’re considering establishing a MyFTB account for our Firm. Many of our staff, including myself, have MyFTB accounts already under our individual names.
If we create a Firm account, would we be able to move over the clients already set up under individual accounts?



Firms can not register under MyFTB.  Each individual preparer must register their clients.   See our article on this topic in the March 2016 issue of Spidell's California Taxletter:

Thank you, Sandy!

Glad to help.


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