Franchise Tax Board

Incorporating Individual e-file Into Your Office

Avoid common errors

The error rate on individual e-file returns is less than 1 percent. The error rate on paper returns is over 10 percent. You can avoid some of the most common errors by doing the following:

  • Verify your client's full name. This is especially important for clients who married, divorced, or changed their name.
  • Verify your client's social security number. To be safe, enter the number directly from your client's social security card.
  • Verify your client's estimated tax payments claimed. With your client's permission you can verify these online with our MyFTBAccount service. You will need your client's permission, social security number, and customer service number.