Business entity estimate payment notification project FTB 3713 Public Service Bulletin
January 23, 2019
Purpose of bulletin
To announce the development and mailing of FTB 3713 Summary of Account Payments, Transfers, and Credits to business entities beginning January 23, 2019, as a pilot to pre-empt the need for business entities and/or their professional tax representatives to contact FTB to verify payments made.
Over the past few years, contacts to the Tax Practitioner Hotline have significantly increased. Business Entity Payment Verification calls are the most common contact. Our goal in issuing this notice is to improve the customer experience while reducing the most common Hotline contact.
FTB 3713 will be issued to business entities (including corporations, LLC’s, and exempt organizations that have taxable or unrelated business income) as a summary of their 2018 tax year estimated payment, transfer, and credit information.
This informational notice is a courtesy to business entities to assist in filing timely and accurate returns.