Other Data And Statistics 

Table of Contents 


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

Due to state accessibility standards, excel and PDF versions TER 2015 through 2018 must be requested by emailing FTBopendata@ftb.ca.gov. To ensure timely request please provide the Year and format within your request.  Please allow two business days for a response to your request.
 A wide array of related state tax data including most of the data contained in these reports is also available for self-service in our dataset catalog:  https://data.ftb.ca.gov/browse.

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.
Image of the fist page of a Department of Finance Report

DOF Reports

PDF published semi-annually which displays personal income and corporation tax revenue for the State of California.


Due to state accessibility standards, excel and PDF versions DOF Spring 2015 through 2022 or Fall 2015-2021 report, must be requested by emailing:   FTBopendata@ftb.ca.gov. To ensure timely request please provide the Year, Spring or Fall and format within your request.  Please allow two business days for a response to your request.
 A wide array of related state tax data including most of the data contained in these reports is also available for self-service in our dataset catalog:  https://data.ftb.ca.gov/browse.


Resources


Tutorial and how to videos
Personal Income Tax
Corporation Tax

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