Chat with an FTB Representative

Tax News
Looking back – how we did in 2007 compared to 2006

Tax 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.