Monthly Dinner Meeting – September 17, 2015
My FTB Overview & Updates
Speaker: Susan Maples, CPA, Franchise Tax Board Taxpayers’ Rights Advocate
Dante Club of Sacramento
2330 Fair Oaks Boulevard
Sacramento, CA 95825
Susan Maples, CPA, Tax Practitioners Liaison, will review with the group, what is going on with the current MyFTB and where it is going. With a new enhanced version coming to practitioners everywhere, what does it means for us? What will the new MyFTB be capable of once the new MyFTB launches in January 2016.
The MyFTB application increases personal income taxpayers, business entity taxpayers, and tax preparers’ online flexibility and functionality. The Speaker will discuss all of the new features of MyFTB.
One of FTB's foundational principles and top priority is the security and privacy of taxpayer information. The delay of the launch of the enhanced MyFTB until January 2016 was to implement additional identity verification during the registration process.
MyFTB Enhanced Features-Additional enhancements for POAs:
1. View your clients’ alerts, contact information, account status, and electronically filed tax returns.
2. View most notices and correspondence.
3. Submit a Nonresident Withholding Waiver Request (Form 588).
4. Protest a Proposed Assessment.
5. Submit POA’s directly into MyFTB.
Susan Maples is the Taxpayers’ Rights Advocate for the Franchise Tax Board (FTB) and is responsible to ensure taxpayers’ rights are protected. As the Advocate her responsibilities include the coordination and resolution of taxpayer complaints and problems; and education and outreach efforts to taxpayers and tax practitioners. She has been with the FTB for 20+ years working in both Sacramento and the Southern California field offices. She started as an auditor and has experience with personal income tax and corporate tax law. Susan has worked closely with the practitioner community in her previous role as the Tax Practitioner Liaison to FTB and presented a variety of topics with the Education and Outreach program. She also worked as a Public Affairs spokesperson.
Register at https://www.123signup.com/event?id=pzdpn
Board Meeting begins at 4:45pm
Dinner begins at 6:00pm
Education 7:00pm to 9:00pm
Members/Non-Members who RSVP by September 14th- $35/$40
Members/Non-Members who RSVP after September 14th- $40/$45
* Any unpaid reservations not canceled on or before September 14th will be billed.
PLEASE REMEMBER TO BRING YOUR PTIN NUMBER FOR THE CE CERTS!!