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Enterprise Data to Revenue (EDR) Project Information


One of Franchise Tax Board’s (FTB) strategic goals is to modernize our IT systems and processes across the enterprise to modernize our operations to increase efficiencies, increase services to taxpayers, maximize transparency and increase revenue. To support this goal, FTB developed long term IT strategy called Tax System Modernization (TSM). TSM includes three major phases:

  • Phase 1 (EDR) – laid the foundation for TSM by delivering the infrastructure and software architecture for a consolidated platform with common business functions and services.
  • Phase 2 (EDR2) – build upon the platform implemented in EDR1 to deliver enterprise cases management and modeling, decommission outdated legacy systems, and increase services to taxpayers.
  • Phase 3 (EDR3) – extend the functionality implemented to deliver an enterprise tax accounting component and additional enterprise services. With Phase 3, the TSM initiative will be complete and the FTB tax programs will be integrated onto a common modern platform.

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