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My FTB AccountNovember 28, 2007
My FTB
Account
Filing DivisionAnne Miller, Filing Division Chief
Online Taxpayer Services
My FTB AccountNovember 28, 2007
Overview – My FTB AccountWhat? 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, 2007Options
My FTB AccountNovember 28, 2007Estimated Tax Payments
My FTB AccountNovember 28, 2007Payments Applied
My FTB AccountNovember 28, 2007Wage and Withholding Summary
My FTB AccountNovember 28, 2007Wage and Withholding Detail
My FTB AccountNovember 28, 20071099G and 1099INT Summary
My FTB AccountNovember 28, 20071099G Detail
75.25
My FTB AccountNovember 28, 20071099INT Detail
$ 12.71
My FTB AccountNovember 28, 2007
FTB and CTSC FTB and CTSC Websites Redesign Websites Redesign
OverviewOverviewWhy• 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, 2007CTSC Website
California Tax Service Center: