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Tax News
Tax Practitioner Hotline Phone Service

In the May Tax News, we discussed the changes we made to our Tax Practitioner Hotline service and the self-service options available to you. This month, we are going to discuss when you should call the Hotline, what we can and cannot help you with, and offer some helpful hints to make your call go smoothly.

Types of Calls the Hotline Can Assist You With Examples

Business Entity Pre-filing Assistance

  • General or specific law questions.
  • Explanation of forms.
  • Assistance with completing return.
  • Estimate payment requirements and dates.
  • Publication questions.
  • Assisting with tax table.
  • Power of attorney questions.
  • Electronic Fund Transfer (EFT) requirements and assistance.
  • Entity status inquiry.
  • Dissolution or surrender.
  • Forming a New Entity.   

Personal Income Tax Pre-filing Assistance

  • General or specific law questions.
  • Mandatory E-Pay.
  • Explanation of forms.
  • Assistance with completing return.
  • Explain estimate payment requirements and dates.
  • Publication questions.
  • Assisting with tax table.
  • Power of attorney questions, address change.
  • 1099G and 1099INT.
  • Child and Dependent Care Expenses Credit.
  • E-File rejection code resolution.   

Business Entity Account Resolution

  • Billing and notice questions.
  • Account balance, return status.
  • Liens.
  • Non-assigned collection accounts.
  • Audit questions.
  • Filing enforcement questions.
  • Return processing questions and timeframes.
  • Refund status.

Personal Income Tax Account Resolution

  • Billing and notice questions.
  • Account balance, return status.
  • Non-assigned collection accounts.
  • Liens.
  • Employer or bank levies.
  • Audit questions.
  • Filing enforcement questions.
  • Return processing and timeframes.
  • Refund status.
  • Installment agreement requests.

 

Type of Calls We Cannot Assist You With Who to Call for Assistance

Not a licensed tax practitioner.

Call our general information number: 800.852.5711

Accounts that are assigned to a collector or specific collection unit.

Directly call the collector you are working with or the phone number list on the notice your client received.

Suspended or forfeited entities.

Call our Collection/Revivor Unit:
888.635.0494 (Inside the U.S.)
916.845.7033 (Outside the U.S.)
916.845.7166 (LLCs outside the U.S.)

Business Entity installment agreement request.

 

Some helpful hints to make your call go smoothly:

  • Remember our new procedures state that; we can only assist you with one client account per phone call. If call involves a personal and business entity account for same client, we can assist with both.
  • A valid Power of Attorney (POA) should be on file.
  • If there is no POA on file, have client’s notice or tax return in hand and be able to answer our security and disclosure questions. We can assist you with account information specific to notice or tax return only.
  • Have client’s account information (SSN, FTB ID, and current FTB address on file) readily available.
  • Use California entity number (except for limited partnerships) as the primary and preferred number.
  • For missing payment or penalty inquires, have copy of payment, or canceled check readily available.
  • When calling to resolve levy issues have bank or employer fax number readily available.

Back to July 2011 Tax News