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: