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Tax Practitioner Hotline and Electronic Correspondence Changes

Due to budget constraints, beginning April 19, we changed to our tax practitioner phone and electronic correspondence (correspondence by fax) services. However, we remain dedicated to providing quality customer service to you and your clients. Our website provides cost-effective, self-service tools which allow immediate access to specific information for you and your clients. In the chart below, we explain the changes and the self service option you can use to access your client’s information.

Tax Practitioner Hotline Service Change

Web Self Service Options ftb.ca.gov

Phone Service
Hotline staff can help you with one client per phone call. If the call involves a personal and business entity account for the same client we will continue to assist you with both accounts.

Electronic Correspondence
All correspondence (both electronic and paper) will be worked on a first-come, first-serve basis to ensure we are providing the best possible service for all our customers.

Our normal processing time for correspondence is 10 weeks; however it may take longer during peak periods.

View Payment Information– Business Entities
Use MyFTB Account for businesses to view:
Corporations:

  • Estimated tax payments
  • Extension payments
  • Estimate transfers applied from a prior year

LLCs:

  • Annual tax payments
  • Estimated fee payments
  • Estimate transfers applied from a prior year

Partnerships:

  • Extension payments
  • Estimate transfers applied from a prior year

View Payment Information – Individuals

Use MyFTB Account for Individuals to view up to:

  • 25 Estimated tax payments
  • 25 Estimated transfers applied from a prior year
  • 25 Extension payments
  • 60 most recent payments applied to a balance due

View Account Information (Transcript) – Individuals Only

Use MyFTB Account for Individuals to view:

  • A summary of up to 10 tax years with a balance and the total amount due.
  • A summary of each tax year with a balance due.
  • Up to 4 years of California wage and withholding information.
  • Up to 3 years of FTB-issued 1099-G and 1099-INT information.

Back to May 2011 Tax News