The California State Tax Power of Attorney is the routine document carried out by individuals or fiduciaries seeking to allow another person or company to manage certain tax-related functions in their name. For example, if somebody wishes to assign their accountant or attorney to file or pay their taxes, they can do so with the fulfillment of this written instrument. It will require the individual or fiduciary to list the unique personal details of each party, the types of powers they would like to deliver access to, and any guidelines concerning the authority granted.
Instructions: Adobe PDF
Laws
Statute – California Probate Code: Division 4.5. Powers of Attorney (§ 4000 – 4545)
Signing Requirements – This document requests that the principal (taxpayer) sign in the designated area of the form.
How to File
To institute the designated controls to an appointed agent, you must first submit the applicable power of attorney form to the California Franchise Tax Board for approval. The fastest method of submission can be achieved by creating and/or logging in to your myFTB account. For those that wish to send the document via physical mail, use the following provided address:
POA/TIA Unit
Franchise Tax Board
PO Box 2828
Rancho Cordova, CA 95741-2828
Other Versions
Tax Power of Attorney (Form FTB 3520-PIT) (Previous Edition)
Download: Adobe PDF
Tax Power of Attorney for Business Entity or Group Nonresident (Form FTB 3520-BE)
Download: Adobe PDF
Instructions: Adobe PDF
Additional Resources
- Superior Court of CA Orange County – Power of Attorney
- State of CA Franchise Tax Board – Manage Your Power of Attorney Relationships
- State of CA Franchise Tax Board – Power of Attorney
Related Forms (3)
- Durable (Financial) Power of Attorney Form
- Revocation of Power of Attorney
- Revocation of State Tax Power of Attorney
Durable (Financial) Power of Attorney
Download: Adobe PDF
Revocation of Power of Attorney
Download: Adobe PDF
Revocation of State Tax Power of Attorney (Form FTB 3520-RVK)
Download: Adobe PDF
Instructions: Adobe PDF
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