Looking back – how we did in 2007 compared to 2006Tax return processing in 2007 continued the steady movement toward electronic processing we have witnessed in past years, for both personal income tax (PIT) returns and business entity (BE) returns.
Returns filed
Of the 15.3 million returns filed in 2007, which is a 2.1 percent increase over total number filed in 2006, 9.5 million or 62.5 percent were received electronically. The previous year, 8.9 million or 59.4 percent of PIT returns were received electronically.
The total number of business entity (BE) returns increased in 2007, to 1.38 million – a 15 percent increase over the preceding year. An even more dramatic increase in the number of e-filed BE returns occurred in 2007: 56, 673 e-filed, compared to 10,544 in 2006. This represents a very impressive 437.5 percent increase in e-filed BE returns.
| PIT Returns Received 1 | 12/29/2007 | 12/29/2006 | Change % |
|---|---|---|---|
| Total Paper | 5,748,829 | 6,095,588 | -5.7% |
| Total e-file | 9,586,690 | 8,929,164 | +7.4% |
| Total PIT Returns | 15,335,519 | 15,024,752 | +2.1% |
| Paper Percentage | 37.5% | 40.6% | -7.6% |
| e-file Percentage | 62.5% | 59.4% | +5.2% |
| BE Returns Received 1 | 12/29/2007 | 12/29/2006 | Change % |
|---|---|---|---|
| Total BE Paper | 1,326,461 | 1,184,346 | +12.0% |
| Total BE e-file | 56,673 | 10,544 | +437.5% |
| Total BE Returns | 1,383,134 | 1,194,890 | +15.8% |
| BE e-file Percentage | 4.1% | 0.9% | +364.3% |
Refunds issued
The number of direct deposit refunds (DDR), and the electronic processing of refunds also increased. Both PIT and BE DDRs increased in 2007 - by 10.7 percent and 38.1 percent, respectively. This increase was also reflected in the total dollar amount, and total number of refunds. Total dollar amount increased by 9.2 percent, and the total number of refunds issued in 2007 is 2.4 percent higher than 2006.
| Refunds | 12/29/2007 | 12/29/2006 | Change % | |||
|---|---|---|---|---|---|---|
| # | $ | # | $ | # | $ | |
| PIT | 9,962,389 | $8,503,384,096 | 9,725,743 | $7,900,252,545 | +2.4% | +7.6% |
| PIT DDR2 | 4,249,306 | $4,059,678,225 | 3,838,691 | $3,486,463,534 | +10.7% | +16.4% |
| Refunds | 12/29/2007 | 12/29/2006 | Change % | |||
|---|---|---|---|---|---|---|
| # | $ | # | $ | # | $ | |
| BE | 138,332 | $1,674,325,606 | 137,495 | $1,421,311,132 | +0.6% | +17.8% |
| BE DDR2 | 417 | $46,258,228 | 302 | $51,417,779 | +38.1% | -10.0% |
| Total Number of Refunds: PIT and BE |
10,100,721 | $10,177,709,702 | 9,863,238 | $9,321,563,677 | +2.4% | +9.2% |
Payments deposited
The total number of deposits received in 2007 was up by 3.5 percent compared to 2006, and the total dollar amount increased by 0.4 percent. Making payments by paper continues to dominate over electronic deposits, although the volume of electronic deposits is 8.9 percent higher than it was in 2006.
| Deposits | 12/29/2007 | 12/29/2006 | Change % | |||
|---|---|---|---|---|---|---|
| PIT, BE & NTD4 | # | $1 | # | $1 | # | $ |
| Paper | 10,529,479 | $29,497,394,071 | 10,236,310 | $30,102,030,239 | +2.9% | +1.5% |
| Electronic3 | 1,422,807 | $10,087,732,841 | 1,306,911 | $10,392,998,097 | +8.9% | -2.6% |
| Total | 11,952,286 | $40,668,503,924 | 11,543,221 | $40,495,028,337 | +3.5% | +0.4% |
| Electronic % | 11.9% | 24.9% | 11.3% | 25.6% | +5.3% | -3.1% |
1 Total rounded
2 Direct Deposit Refunds are included in the Total
3 Electronic payments include PIT and BE electronic payments, and PIT credit card payments.
4 Non-tax debt comprises vehicle registration, court-ordered debt, and industrial health and safety cases referred to FTB for collection.