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California Form 3534 Tax Information Authorization

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Confidential Tax Information Authorization

I authorize the Department of Revenue to share my confidential tax information as indicated.

Use this form to authorize the Department of Revenue to share your confidential tax information with a third party. You can also use this form to authorize the Department to send confidential tax information using regular (unsecure) fax or email.

1. My information (This information will not be used to update your business record.*)

Taxpayer or business name

Account ID/UBI number

Phone

Mailing address

City

ST

Zip

Email

Fax

*To update your business record, go to http://dor.wa.gov and log in to your account.

2. Share my confidential tax information with the individual(s)/company listed below.

If you are not authorizing a third party, go to step 3. If you are authorizing an entire company or a Legislator’s office, add the words “and staff.” If authorizing specific people, add additional name(s) in the Authorized names/email section.

Individual or company name

Mailing address

City

ST

Zip

Phone

Fax

Email

Place an X in the appropriate box below:

Any information for any reporting period.

Any information for this reporting period

Only listed information for this reporting period

Information to be shared

Authorized names/email section

3. Send my confidential tax information by regular email or fax.

I am aware of the Department’s secure message system described on page 2. I know regular email and fax are not as secure, and confidential information may be intercepted by unauthorized persons. I accept these conditions and waive any violation of the Secrecy Clause resulting from use of unsecured email or fax. (RCW 82.32.330)

By checking this box, I authorize the Department to send my confidential tax information using regular email or fax.

4. My signature

I declare, under penalty of perjury, that I am authorized to sign this form. I am listed as the real property owner or as the business owner, partner, corporate officer, or LLC member or manager in official records held by Washington State, or I have attached documentation (e.g., power of attorney, annual report, executor) that grants me the authority to sign.

Taxpayer signature

Title

Date

Print name

City and state where signed

This authorization remains in effect until revoked in writing by either party. Keep a copy for your files. To revoke this authorization, write “Revoke” across the front of this form and return it to the Department as indicated in step 5.

5. Fax to (360) 705-6175, email to DORTAAFaxIn@dor.wa.gov or mail to address on back.

For tax assistance or to request this document in an alternate format, visit http://dor.wa.gov or call 360-705-6705. Teletype (TTY) users may use the Washington Relay Service by calling 711.

ATTN:


Authorization for Confidential Tax Information - Page 2

Confidential tax information

Tax information is confidential and cannot be shared with anyone without express permission. By completing this form, you are authorizing the Department to share your confidential tax information with the person(s) you name. This request may cover all confidential tax information or it may be limited to certain information and/or reporting periods. In section 2, please describe the specific information you want the Department to share and the periods covered by this authorization.

Secure messaging

Secure messaging is offered through the Department’s online My DOR section. Taxpayers that have an online account can access secure messaging when logged in. On the More Options tab, click Send a Message and follow the instructions.

Taxpayers that don’t have an online account can register at dor.wa.gov. To create an account, provide your name, email, and phone number; create a logon ID and password; then choose a security question.

If you want to add your business to your online account, enter your UBI/Account ID number and your letter ID. Your letter ID can be found on the upper right corner of the letter you received from the Department when you first opened your business. It is also on mailed tax returns and at the bottom of balance due notices.

Only people authorized to access your online account can see secure messages.

ATTN: (If you are working with a Revenue employee)

If you are working with a Revenue employee, write the employee’s name on the ATTN: line on the bottom of page 1 of this form and return the form as instructed.

Otherwise, send this form to:

Fax 360-705-6175

Email DORTAAFaxIn@dor.wa.gov

Mail Dept. of Revenue
Taxpayer Account Administration - ICAP
PO Box 47476
Olympia, WA 98504-7476

Questions? Call the Department at 360-705-6705

Washington State Department of Revenue
PO Box 47476
Olympia, Washington 98504-7478
REV 42 2446 (9/16/20)

Department Logo

Phone: 360-705-6705
Fax: 360-705-6175
http://dor.wa.gov

Enter text✕

What California Form 3534 Is and when it’s used

California Form 3534, Tax Information Authorization, is a state-level consent form that lets a taxpayer authorize a third party to receive or inspect specified tax information from the Franchise Tax Board (FTB). The form documents the scope of the authorization, the authorized recipient, and effective and expiration dates. It is typically used by taxpayers, tax preparers, legal representatives, and businesses to share account transcripts, notices, or other tax records without filing a formal power of attorney. Completing Form 3534 accurately helps avoid processing delays and clarifies who may access tax details.

Why this authorization matters for taxpayers and agents

Form 3534 provides a documented, auditable authorization to share California tax records with a named third party, limiting misunderstandings about access and scope.

Why this authorization matters for taxpayers and agents

Who typically completes or receives Form 3534

These profiles commonly complete or request Form 3534 when third-party access to California tax information is required.

  • Individual taxpayers authorizing accountants or preparers to receive account transcripts and notices for tax filing or dispute resolution.
  • Tax professionals and enrolled agents receiving client permission to obtain notices, transcripts, or return information from the FTB.
  • Corporate finance departments or legal counsel authorizing external advisors to inspect corporate-level California tax account data.

Use the correct signer authority and scope language to avoid rejected requests or privacy conflicts when sharing tax records.

Step-by-step: filling and submitting Form 3534

Follow these steps in order to complete the form accurately and route it to the correct recipient or the Franchise Tax Board.

  • 01
    Prepare: Collect taxpayer name, TIN, recipient info, and tax year range before starting.
  • 02
    Complete: Fill all required fields, using MM/DD/YYYY for dates and full TIN without dashes.
  • 03
    Sign: Taxpayer or authorized agent signs and dates; include title if signing for an entity.
  • 04
    Send: Deliver to the FTB or recipient per instructions: mail, fax, or accepted eSubmission method.

Typical routing and processing flow for the authorization

This sequence describes how completed authorizations typically move from the signer to the FTB and to the authorized party.

  • Sign and Date: Taxpayer signs form, confirming intent and consent to share specified tax information.
  • Send to FTB: Submit the original or acceptable copy to the Franchise Tax Board or upload where permitted.
  • FTB Verifies: FTB verifies identity, TIN, and signer authority before releasing records to the authorized recipient.
  • Recipient Receives: Authorized party obtains records and uses them only within the agreed scope and timeframe.

Digital workflow settings for e-submitting Form 3534

Configure these workflow settings when using an electronic signature platform to collect and route Form 3534 securely.

Field Configuration
Authentication Email + optional SMS code for signer verification
Signature Type Standard electronic signature with audit trail
Routing Sequential: taxpayer -> FTB recipient -> copy to preparer
Retention Store a signed PDF and audit trail for required retention period

Technical considerations for eSigning and eSubmission

Use a platform that supports secure storage, audit trails, and required signer authentication when eSubmitting tax authorizations.

  • Integrations: CRM and cloud storage connectors ease routing
  • Formats: PDF, DOCX accepted for signatures
  • Authentication: Support for email, SMS, and two-factor

Ensure the chosen platform can provide reliable audit records and export signed PDFs for submission to the Franchise Tax Board or authorized recipient.

Timing and commonly applicable deadlines

Form 3534 itself does not impose a filing deadline, but related tax reporting and document retention deadlines are time-sensitive.

W-9 and TIN Requests:

Provide taxpayer identification information upon payer request; no fixed statutory deadline

1099-NEC and 1099-MISC Deadlines:

Recipient copies due Jan 31; IRS filing dates vary by paper/electronic method

Individual Tax Return:

Form 1040 due April 15; extensions via Form 4868 to Oct 15

I-9 Retention:

Keep I-9 for 3 years after hire or 1 year after termination

FTB Processing:

Processing times vary; allow additional weeks for identity verification

Common mistakes that delay processing

  • Entering an incorrect or mismatched TIN that prevents the FTB from locating the taxpayer’s account and delays release of records.
  • Vague scope language such as 'all tax documents' that does not specify years or document types and leads to request denials.
  • Failure to sign with the appropriate authority when signing for an entity, without attaching proof of corporate authority or power of attorney.
  • Submitting a scanned copy with illegible signatures or missing pages, which often causes the FTB to request a corrected original.

Security and data controls to protect tax information

Encryption: AES-256 at rest
In-transit: TLS 1.2/1.3
Audit Trail: Comprehensive signer log
Access Controls: Role-based permissions
Compliance: SOC 2 Type II available
HIPAA BAA: Available where required

Key penalties and legal risks to be aware of

Incorrect TIN: Backup withholding 24%
Late Filing: IRC §6721 penalties apply
Intentional Disregard: $660+ per form
Unauthorized Disclosure: Privacy and civil liability risk
I-9 Violations: $281–$2,789 per violation
Notary Errors: Possible rejection or invalidation

Essential elements to include on a professional Form 3534

A complete authorization clearly identifies parties, scope, dates, and signatures to minimize follow-up and ensure the Franchise Tax Board honors the request.

Authorization Statement

Clear language describing the taxpayer’s consent to release specified tax information to the named recipient, including any limitations.

Taxpayer Identity

Full legal name and TIN exactly as used on tax filings so the FTB can match the request to the correct account.

Authorized Recipient Details

Recipient name, organization, contact info, and purpose for access to establish accountability and a point of contact.

Scope and Duration

Define document types, tax years, and both effective and expiration dates to limit access to necessary records only.

Signature and Authority

Signature, date, and signer title if signing for an entity; attach supporting authority if required.

Supporting Attachments

Attach identification, power of attorney, or corporate authorization when needed to verify signer authority.

Comparing eSignature vendor pricing and key features for tax authorizations

Vendor pricing and capabilities vary; below is a concise feature and price comparison with signNow listed first for reference.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day trial Trial available Trial available Trial available Free plan available
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently asked questions and troubleshooting tips

Answers to common questions about completing, signing, and submitting California Form 3534, plus troubleshooting steps for common submission problems.


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