FTB 743 Form PDF Details

Navigating the complexities of tax management and information sharing with authorized representatives has been streamlined by the introduction of the FTB 743 form, provided by the State of California's Franchise Tax Board. This pivotal form serves as a bridge, granting permission to designated representatives to access a taxpayer's online account and view all their tax year information linked to their social security number or business entity ID number. Thus, it caters to both individual and business entity taxpayers through distinct sections designed for each. Individual taxpayers are directed to fill out Part 1, while entities are required to complete Part 2, ensuring that their specific needs are adequately met. Additionally, Part 3 focuses on capturing the details of the authorized representative, including their name, address, and, if applicable, Preparer Tax Identification Number (PTIN). A critical aspect of this form is its emphasis on consent and authorization, as highlighted in Part 4, where the taxpayer or the business entity asserts their approval for the representative’s access rights through their signature. This form, which should be retained and not mailed to the FTB, represents a critical tool in maintaining transparency and ensuring secure access to sensitive tax information. Moreover, it underscores the importance of keeping these records until the authorization is revoked, as part of responsible record-keeping practices advised by the Franchise Tax Board.

QuestionAnswer
Form NameFTB 743 Form
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesform 743 instructions michigan, form 743, how to fill out michigan tax form 743, how to fill out form 743

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STATE OF CALIFORNIA

FRANCHISE TAX BOARD

Online Account View Access Authorization

Do not mail this form to the Franchise Tax Board (FTB). Please keep it for your records.

Use this form to give your authorized representative permission to view all of your tax year information on FTB’s website associated with your social security number/business entity ID number.

Individual taxpayers complete Part 1. Business entity taxpayers complete Part 2.

Part 1: Individual Taxpayer Social Security Number (SSN) and Name

Taxpayer SSN

Taxpayer Name (first name, middle initial, last name)

 

 

 

Spouse/RDP1 SSN

Spouse/RDP1 Name (first name, middle initial, last name)

 

Part 2: Business Entity Taxpayer ID Number and Name

Business Entity ID Number

Legal Business Name

 

 

Part 3: Authorized Representative Name, Address, and Preparer Tax Identification Number (PTIN)

Authorized Representative Name (first name, middle initial, last name) or firm name (e.g., name used when preparing client’s returns).

Street Address

City

State

ZIP Code

PTIN if applicable

 

 

 

 

 

 

 

Part 4: Signature (Spouse/RDP1 signature required if you entered spouse/RDP SSN in Part 1.)

I certify that I am the taxpayer(s) named in Part 1 or have the authority to execute the Online Account View Access Authorization on behalf of the taxpayer(s) named in Part1 or Part 2. I understand and authorize the representative named in Part 3 to have view only access to all the tax year information available on FTB’s website that is associated with the SSN/Business Entity ID listed in Part 1 or Part 2 above. This authorization remains in effect until I revoke it in writing.

Taxpayer Signature ______________________________________________ Date ____________________

Spouse/RDP1 Signature __________________________________________ Date ____________________

Business Entity Taxpayer Signature _________________________________ Date ____________________

Print Name and Title _______________________________________________________________________

Retention Information

Individual and Business Entity Taxpayer must keep the original of this form and give a copy to their authorized representative. Both parties must keep the form until it is revoked. Do not mail this form to FTB.

Get FTB 1131, Franchise Tax Board Privacy Notice, at ftb.ca.gov, or call us at 800.338.0505. If outside the United States, call 916.845.6500.

1RDP refers to a registered domestic partner.

FTB 743 (REV 02-2011)

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michiganallocation for non obligated spouse form 743 rev 08 19 completion process explained (portion 1)

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