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Reports, Plans, and Statistics

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

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Report Title Description Links
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
2015
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. Average Processing Times
California Competes Credit (CCC) Annual Report This report is provided in accordance with Revenue & Taxation Code sections 17059.2 and 23689 to annually report by March 1, to the Joint Legislative Budget Committee, the total amount of the credits claimed under these sections for the most recent fiscal year. March 2016
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 2015
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
New Employment Credit (NEC) Annual Report This report is provided in accordance with Revenue & Taxation Code sections 17053.73 and 23626 to annually report by March 1, to the Joint Legislative Budget Committee, the total amount of the credits claimed, a comparison of the total dollar amount of credits claimed under this section with respect to the department's estimate, and identify options for increasing annual claims of the credit so as to meet estimated amounts for the most recent fiscal year. March 2016
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.

May 2016

December 2015

Special Research Papers Ad hoc analyses on various subjects such as stock options, alternative minimum tax, flat tax, etc. Papers
State Leadership Accountability Act (SLAA) Annual Report This report is provided in accordance with the SLAA, on the review of Franchise Tax Board systems of internal control and monitoring processes for the biennial period ended December 31, 2015.

December 2015

Supplemental Report of the 2015-16 Budget Package:

Expansion of the CA EITC to include self-employment income

Provided to staff of the budget committees.

The Franchise Tax Board is required to explore methods that could be considered to allow self-employment income to be included as earned income while protecting against improper payments.

Fiscal Year
2015-16
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
Tax Expenditure Report Analysis of tax expenditure items.

Tax Year Data

2013

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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