1. What information can I view using this service?
You can view the following personal tax information (current as of the date you access this service):
- Up to 25 estimated tax payments, estimate transfers, and extension payments waiting to be applied to a tax return.
- Up to 60 of the most recent payments applied to your balance due.
- A summary of up to 10 tax years with a balance and the total amount due.
- A summary of each tax year with a balance due.
- Up to 4 years of California wage and withholding information.
- Up to 3 years of FTB-issued 1099-G and 1099-INT information.
Note: This service may not reflect payments made within the last 45 days.
2. What tax year summary information can I view?
You can view a summary for each tax year with a balance due. It includes the total tax liability, California income tax withheld, payments and credits applied to a tax year, transfers, penalties, fees and interest, adjustments, voluntary contributions, amounts intercepted by another agency, and refunds. The summary totals all debits and credits for each item except for transfers and refunds. Each transfer and refund is listed separately. If you applied for and were granted amnesty for the tax year, penalties and fees were adjusted according to the amnesty provisions.
3. I received a message stating that you couldn't process my request through the Internet application and that I must call for assistance. Why?
In some cases, system limitations prevent us from providing complete information on your account through our Internet application. In these situations, it's best that you speak with our representative. If you need additional information, please contact us at (800) 852-2753.
Assistance for persons with disabilities: We comply with the American Disabilities Act. Persons with hearing or speech impairments please call TTY/TDD (800) 822-6268.
4. I received a bill, though there is no balance due on my account. Why?
Recent activity such as payments received, returns recently processed, or credits applied to your balance resulted in adjustments that satisfied your account. If you need additional information, please contact us at (800) 852-2753.
Assistance for persons with disabilities: We comply with the American Disabilities Act. Persons with hearing or speech impairments please call TTY/TDD (800) 822-6268.
5. What is an estimated tax payment?
An estimated tax payment is a prepayment of the taxes you expect to owe after subtracting your anticipated withholding and any credits you plan to claim.
See Form 540-ES, Estimated Tax for Individuals to find out if you have a requirement to make estimated tax payments.
6. How do I make a payment?
You can make a payment: online using Web Pay, by check, money order, or credit card. If you can't pay the total balance due, you should request an installment agreement that allows you to make monthly payments over time. Note: If paying by check or money order, please attach a copy of your billing notice.
7. What is a SEIN?
A SEIN is a seven-digit employer account number, also called a State Employer Identification Number. It is assigned by the Employment Development Department (EDD) once an employer has completed the registration process with EDD.
8. What is "DBA"?
"DBA" means Doing Business As. Often companies use a name other than their official business name to conduct business. This other name is known as their DBA. For example, the name of the store ABC Corporation owns and operates is Alphabet Foods, Alphabet Foods is a DBA for ABC Corporation.
9. What does the "Year Issued" refer to on a 1099-G or 1099-INT?
"Year Issued" is the year we mailed the form 1099-G or 1099-INT to you.
Each year, the Franchise Tax Board (FTB) is required under federal law to mail Form 1099-G, Report of State Income Tax Refund, Credit or Offset and Form 1099-INT, Statement of Interest Income to taxpayers who received an overpayment of tax or interest of $10 or more from the FTB in the previous calendar year.
For a Form 1099-G, the year issued refers to the year an overpayment of tax was:
- Refunded to you, or
- Credited to another year, or
- Offset to an outstanding liability.
We issue you a separate Form 1099-G for each tax year you had an overpayment during the previous calendar year.
For a Form 1099-INT, the year issued refers to the year you received interest for a tax year or tax years. We issue you one 1099-INT with a combined total of interest paid on all tax years during the previous calendar year.