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State of California Franchise Tax Board

Reports, Plans, and Statistics

Open Data Portal - Transparent historical information and statistical research data.

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Report Title Description Links
Amnesty Marketing Campaign 2005 Executive Summary details the $2.3 million statewide marketing campaign. Executive Summary report
Annual Report Summary of the Department's major program activities during the calendar year and statistical profile of California individual and business taxpayers. Statistical Appendices
2014
Audit 2015 The vision and strategic plan for our Audit program. January 2006
Average Processing Times How long it takes, on average, to process returns, refunds, and payments depending on how we receive them. Individuals
Business entities
Collections 2020 - The Future of Collections The vision and strategic plan for our Collections program. February 2007
Collection Practices An overview of our collection practices March 2007
Conformity Summary of Federal Income Tax Changes 2014
Court-Ordered Debt Collections Annual summaries of collection activity for participating Courts. Fiscal Year End Report
2015

Business Profile
2014-2015
e-Government Blueprint The Department's vision, goals, and strategies for transforming the relationship with customers through e-government opportunities. With graphics
909KB

Without graphics
136 KB
Filing Season Statistics Returns received and dollar amounts collected 2011 vs 2010
FTB Strategic Plan The Department's vision, strategic goals, and key performance measures on how we achieve success. 2012-2016
FTB Tax Gap Plan The Department's strategic approach to reducing California's Tax Gap. PDF version
FTB's 5-Year Customer Service Plan The Department's vision for customer service. Text version
Video (1:43 minutes)
Gift to Agency Reports The California Fair Political Practices Commission (FPPC) requires government agencies to file FPPC Form 801 to disclose gifts received (FPPC Regulation 18944.2). January 21, 2014
Independent Contractor Withholding Follow-Up Analysis The advantages and disadvantages of an independent contractor withholding program. March 2006
Industrial Health and Safety Collections Annual summaries of collection activity. Fiscal Year End Report
2012

Business Profile
2011-2012
LLC Reports Calculation of the adjustment to the Limited Liability Company fee. 2001
Operations Report Report on the operation of the Franchise Tax Board. Fiscal Years
05/06
Personal Income Tax Statistics by Zip Code Tax Returns Filed, Adjusted Gross Income and Self-assessed Tax listed by Zip Code. Process Years
2014
Revenue Estimating Exhibits Tables presented semi-annually for use in forecasting PIT and Corporation Tax revenue for the state. December 2015
Tax Expenditure Report Analysis of tax expenditure items. Tax Year Data
2012
Special Research Papers Ad hoc analyses on various subjects such as stock options, alternative minimum tax, flat tax, etc. Papers
Supplemental Report of the 2014-15 Budget Package:

California Competes Tax Credit

Supplemental report that we provide to the chair of the Joint Legislative Budget Committee and chairs of the legislative fiscal committees.

This report on the California Competes Tax Credit provides actual staff hours spent to date (a) reviewing negotiated written agreements submitted by the Governor’s Office of Business and Economic Development and (b) reviewing the books and records of taxpayers that have been allocated a California Competes tax credit.

Fiscal Year
2013-14
Supplemental Report of the 2010-11 Budget Package:

FTB's Audit and Compliance Activities

Supplemental report that we provide to the chair of the Joint Legislative Budget Committee and chairs of the legislative fiscal committees.

This report includes information on the hours, costs, revenues, and cost to benefit ratios associated with FTB’s audit and compliance activities.

Fiscal Year
2014-15
Vehicle Registration Collections Annual summaries of collection activity. Fiscal Year End Report
2015

Business Profile
2014-2015
Voluntary Contributions Reports of status for Voluntary Contribution funds Reports

Archive Reports, Plans, and Statistics

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