Did you know that FTB has a call center dedicated to serving Tax Practitioners? The Tax Practitioner’s Hotline Unit can be reached at 916.845.7057 for help in answering questions
or resolving issues related to your clients’ accounts. By calling the Tax Practitioner’s Hotline Unit, you will work with staff members who specialize in working with the practitioner community.
Tax professionals may also access Personal Income Tax account information at ftb.ca.gov and search for “MyFTB Account.” The taxpayer’s Social Security Number and Customer Service Number (search for “Get CSN”) are needed to access the service. It is available 24/7 and offers the following taxpayer information:
- Estimated tax payments.
- Recent payments applied to a balance due.
- Total current balance due.
- Summary of each balance due tax year.
- California wage and withholding information.
- FTB-issued 1099-G and 1099-INT information.
If the information needed is not available on the website or if transcript information is needed, please call the Hotline at 916.845.7057. If a transcript is needed, please be specific regarding the requested information. If the information is needed in writing, then fax in a request to 916.845.6377. Please include a current Power of Attorney if we do not already have one on file; this information will be updated in our database.
Package X discontinued - second notification
As we announced in the October 2008 Tax News: Package X, the FTB tax forms catalogue, is going out of production this year. We are discontinuing Package X due to declining use and rising costs. Discontinuing the printing of this publication is also consistent with our business strategy to provide more services and information electronically.
All new 2008 and prior year tax forms and instructions typically included in Package X are available to download and print from our website at http://www.ftb.ca.gov/forms/index.shtml. An added benefit to using the online forms is that revised forms are available virtually immediately.
To request (free of charge) forms and instructions, or prior year Package X books, call the Tax Practitioner Hotline at 916.845.7057, Monday through Friday, 8 a.m. to 5 p.m.
If you have any questions, the Package X customer service phone number is 916.845.7070 and is available until April 16, 2009.