FTB updates FAQ regarding e-signatures for SOL waivers - Spidell

FTB updates FAQ regarding e-signatures for SOL waivers


The FTB’s COVID-19 FAQ webpage has been updated to reflect an extension of the e-signature option for statute of limitations (SOL) waivers through June 30, 2021. The affected FAQ now reads:

During the COVID-19 pandemic, will FTB still require taxpayers and/or tax representatives to provide statute of limitations waivers containing original signatures?

The FTB will temporarily accept statute of limitations (SOL) waivers with e-signatures.

Taxpayers and/or their representatives may submit signed SOL waivers to the FTB by one of the following methods:

  • Fax the SOL waiver to the FTB with a handwritten signature;
  • E-mail a copy of the SOL waiver with a handwritten signature to the FTB from a verified e-mail address;
  • Upload a scanned copy of the SOL waiver with a handwritten signature to the taxpayers’ MyFTB accounts;
  • Upload a scanned copy of the SOL waiver with a handwritten signature to cloud storage and provide FTB staff the link to download the waiver; and
  • New: Utilize a third party service, such as DocuSign, for their Electronic Signature solution.

The e-signatures option is temporary through June 30, 2021.

To see the full list of the FTB’s COVID-19 FAQs, go to:

www.ftb.ca.gov/about-ftb/newsroom/covid-19/help-with-covid-19.html