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My FTB Account Online Taxpayer Services Filing Division Anne Miller, Filing Division Chief My FTB Account November 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 Account November 28, 2007 My FTB Account Options November 28, 2007 My FTB Account Estimated Tax Payments November 28, 2007 My FTB Account Payments Applied November 28, 2007 My FTB Account Wage and Withholding Summary November 28, 2007 My FTB Account Wage and Withholding Detail November 28, 2007 My FTB Account 1099G and 1099INT Summary November 28, 2007 75.25 My FTB Account 1099G Detail November 28, 2007 $ 12.71 My FTB Account 1099INT Detail November 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 My FTB Account Website Overview November 28, 2007 Before: My FTB Account FTB Website-Before November 28, 2007 After: My FTB Account FTB Website-After November 28, 2007 California Tax Service Center: My FTB Account CTSC Website November 28, 2007
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