Beginning August 2007, FTB no longer requires e-file providers to submit a separate enrollment application for authorization to electronically file individual or business tax returns.
Providers approved in the IRS Electronic Filing (e-file) Program are now automatically enrolled in the California e-file Program. In addition, we will automatically receive any updates that you make to your IRS account.
Requirements for e-file participation:
- To be automatically enrolled in our e-file program, you must be an accepted participant in the IRS e-file Program. We receive confirmation from the IRS after they accept you into their program.
- Use your IRS-assigned Electronic Filer Identification Number (EFIN) to e-file with FTB. If you transmit returns, use your IRS-assigned Electronic Transmitter Identification Number (ETIN) with FTB.
- Comply with the guidelines in FTB Publication 1345, e-file Handbook for Authorized e-file Providers, and FTB Publication 1345B, Business e-file Handbook for Authorized e-file Providers of California Business Returns.
Once you receive your IRS EFIN, you can verify your enrollment with California by contacting our e-Programs Customer Service at (916) 845-0353.