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You can still e-file during extension period

california e-file logo

Now that you've filed your clients' federal return (the federal extension deadline was August 15), you can still e-file their state tax returns during the extension period through October 15.

Last year, the number of e-file returns submitted during the extension period increased by 116 percent (175,526 in 2000 compared to 81,298 in 1999). Tax practitioners filed 67 percent of the total number of e-file returns received during the extension period.

October 15 is right around the corner! If you have any questions about how to e-file during the extension period, point your browser at our website at www.ftb.ca.gov or contact our e-file Help desk at 916.845.0353.

Form FTB 1540e makes filing more convenient for head of household taxpayers who e-file

Taxpayers who e-file their questionnaire less likely to receive follow-up letter

You can give your head of household customers more for their money by letting them complete their head of household questionnaire electronically the same time they e-file their return.

Many tax preparation software packages contain form FTB 1540e, Head of Household Questionnaire. When your head of household customers e-file their return and complete the head of household questionnaire electronically, their chance of receiving an audit letter to verify their filing status is minimized.

Last year, more than 237,000 e-file customers completed the questionnaire. Of those, less than 1,000 received an audit letter. As a result of more taxpayers using e-file and Form FTB 1540e to file their head of household questionnaire, we issued 45,000 fewer audit letters this year. To find out if your software offers Form FTB 1540e, ask your software developer.

Electronic services, Internet use rise during 2001

Tax practitioners account for nearly two million e-file returns this year

Continued from page 1

• This year, one out of every five personal income tax returns came to us electronically.

• Of the 13.2 million personal income tax returns we received so far this year (through July 3), 

2.7 million were filed electronically.

• Tax practitioners accounted for nearly two million e-file returns this year, up from 1.6 million returns a year ago.

• Our Direct Filing Portal accounted for more than 17,000 returns in its inaugural season.

• This year nearly 82,000 taxpayers paid their taxes using e-pay—43 percent more than last year.

• Credit card payment transactions are up 27 percent over last year.

• Nearly 17 million visitors came to our website this filing season, a 62 percent increase over last year.

• So far this year, more than five million calls came into our automated toll-free telephone service, 30 percent more than last year.

September/October 2001


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