The FTB has confirmed that tax professionals can still obtain their clients’ estimated tax payment information from the Tax Practitioner Hotline without a Power of Attorney (POA) or a Tax Information Authorization (TIA). However, tax professionals may have to provide “additional” information for their individual or trust clients beyond what has been required in prior years.
The FTB has stated that they are changing their policies because of potential identity theft issues, so they will not specifically state what information they will be requesting aside from client account information or current tax records. However, we have been assured that the required information is information that tax professionals should have on hand.
The FTB is not requiring any additional information to obtain estimated tax information for businesses.
If a Tax Practitioner Hotline representative incorrectly states that a POA or TIA is required to verify estimated tax payment information, tax professionals should request to speak to a supervisor.
The FTB’s announcement is available at:
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