Form FTB 743 at a glance
What it is: Online Account View Access Authorization: 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.
Where and when to file: Do not mail this form to the Franchise Tax Board (FTB). Please keep it for your records.
Individual taxpayers complete Part 1. Business entity taxpayers complete Part 2.
A filled-in Form FTB 743 example: a taxpayer authorizes a tax preparer
How to fill out Form FTB 743, box by box
Part 1: Taxpayer SSN and Name
In Part 1: Individual Taxpayer Social Security Number (SSN) and Name, enter the Taxpayer SSN and the Taxpayer Name (first name, middle initial, last name).
Part 1: Spouse/RDP SSN and Name
If you enter a spouse/RDP, enter the Spouse/RDP SSN and the Spouse/Registered Domestic Partner (RDP) Name (first name, middle initial, last name).
Part 2: Business Entity ID Number and Legal Business Name
In Part 2: Business Entity Taxpayer ID Number and Name, enter the Business Entity ID Number and the Legal Business Name.
Part 3: Authorized Representative Name, Address, and PTIN
In Part 3: Authorized Representative Name, Address, and Preparer Tax Identification Number (PTIN), enter the Authorized Representative Name (first name, middle initial, last name) or firm name (e.g., name used when preparing client's returns).
Enter the Street Address, City, State, Zip Code and PTIN if applicable.
Part 4: Taxpayer Signature and Date
In Part 4: Signature, sign on the Taxpayer Signature line and enter the Date.
By signing you certify that you are 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.
Part 4: Spouse/RDP Signature and Date
Spouse/RDP signature required if you entered spouse/RDP SSN in Part 1. Sign on the Spouse/RDP Signature line and enter the Date.
Part 4: Business Entity Taxpayer Signature, Date, Print Name and Title
Sign on the Business Entity Taxpayer Signature line, enter the Date and enter the Print Name and Title.
More rules for Form FTB 743
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.
Common questions about Form FTB 743
Where do I file it?
Do not mail this form to the Franchise Tax Board (FTB). Please keep it for your records.
Sources
[1] Form FTB 743 (REV 06-2016), Online Account View Access Authorization, Franchise Tax Board (the Official source link on this page).