My FTB AccountNovember 28, 2007 My FTB Account Filing Division Anne Miller, Filing Division Chief Online Taxpayer Services.

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Presentation transcript:

My FTB AccountNovember 28, 2007 My FTB Account Filing Division Anne Miller, Filing Division Chief Online Taxpayer Services

My FTB AccountNovember 28, 2007 Overview – My FTB Account  What?Expand and rename the View Payments and Balance Due Web application.  Why?To reduce taxpayer burden, increase transparency, and provide additional self-service options.  How? Name change to “My FTB Account” California wage and withholding information added FTB-issued 1099G and 1099INT information added  Who?With a few exceptions, all taxpayers and their authorized representatives may use this online service.  When?Available January 2, 2008.

My FTB AccountNovember 28, 2007 Options

My FTB AccountNovember 28, 2007 Estimated Tax Payments

My FTB AccountNovember 28, 2007 Payments Applied

My FTB AccountNovember 28, 2007 Wage and Withholding Summary

My FTB AccountNovember 28, 2007 Wage and Withholding Detail

My FTB AccountNovember 28, G and 1099INT Summary

My FTB AccountNovember 28, G Detail 75.25

My FTB AccountNovember 28, INT Detail $ 12.71

My FTB AccountNovember 28, 2007 FTB and CTSC Websites Redesign Overview  Why Create a common look and feel for all California Websites by November 2007 Common features include logo, picture placement, structure, and location of search feature  What Selected colors based on how well most people see them Tested design with typical users to confirm usability and information architecture Website Overview

My FTB AccountNovember 28, 2007 Before: FTB Website-Before

My FTB AccountNovember 28, 2007 After: FTB Website-After

My FTB AccountNovember 28, 2007 CTSC Website California Tax Service Center:

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