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Reports and Studies

SB1409 Report to the Legislature

This report fulfills the Franchise Tax Board’s obligation under Chapter 114 Section 2 of the Statutes of 2020, to report by January 1, 2022, to the Legislature, an analysis and plan, as specified. The statute requires the Franchise Tax Board to analyze and develop a plan to increase the number of claims of the California Earned Income Tax Credit (CalEITC) allowed pursuant to Section 17052 of the Revenue and Taxation Code, and the federal Earned Income Tax Credit (EITC), including alternative filing systems.
SB1409 Report To The Legislature click to download 

Tax Expenditure Report 

California Income Tax Expenditure Report

The report describes only tax expenditures found in the California corporation tax and the California personal income tax (PIT) law. The Report begins by discussing the concept of tax expenditures and cover many definition and policy issues. We then present analyses of current tax expenditures within the California income tax system.
Image of title page of the California Income Tax Expenditures Report

Tax Expenditure Reports

The links provided below will allow you to download the PDF Report of the California Income Tax Expenditures report.
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Department of Finance Exhibits

Revenue Estimating for the Department of Finance Exhibits

The Franchise Tax Board’s Revenue Estimating Exhibits include statistical reports produced using summary data for personal income and corporation's tax returns, trusts,  and estates. Because the taxpayer populations are very large, detailed information is collected on a sampling basis. FTB’s Economic & Statistical Research Bureau, uses the information collected to provide statistical analyses of current tax return data and trends when it meets twice a year with the Department of Finance (DOF) and Legislative Analyst Office (LAO). They use the data to assist the Governor's office in California with budget-forecasting purposes. The Revenue Estimating Exhibits are published semi-annually.

DOF Reports

PDF published semi-annually which displays personal income and corporation tax revenue for the State of California.
You may need to download Adobe reader to access this format.
Image of the fist page of a Department of Finance Report


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Personal Income Tax
Corporation Tax

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