Compiled January 2000 - FTB.ca.gov - State of California

Exhibit B: Tax Programs
Self-Assessment Activities
Statement of Return Processing Activities
Fiscal Year Ended June 30, 1997 Previously Exhibit D-1
Personal Bank &
Income Tax Corporation Tax 1/ Total
Tax Revenue
Gross Self-Assessed Tax $23,764,637,744 $5,089,485,128 $28,854,122,872
Refunds Allowed -3,087,178,497 -779,525,998 -3,866,704,495
Net Self-Assessed Tax 20,677,459,247 4,309,959,130 24,987,418,377
Returns Filed As a Result of Filing
Enforcement Activities -382,512,251 -6,441,150 -388,953,401
Voluntarily Reported Self-Assessed Tax $20,294,946,996 $4,303,517,980 $24,598,464,976
Units Processed
Number of Returns Processed 13,387,203 456,655 13,843,858
Number of Refunds Processed 7,643,096 82,125 7,725,221
Total Number of Units Processed 21,030,299 538,780 21,569,079
Cost of Returns and Refunds Processed $26,073,357 $25,018,364 $51,091,721
Cost of Total Self-Assessed Activities $62,837,937 $43,965,720 $106,803,657
Paid Hours of Returns and Refunds Processed 1,302,761 630,383 1,933,144
Paid Hours of Total Self-Assessed Activities 2,349,364 1,056,674 3,406,038
Statistics
Total Cost per Paid Hour $ 26.75 $ 41.61 $ 31.36
Total Paid Hours Per Unit Processed 0.11 1.96 0.16
Total Paid Hours Per Return Processed 0.18 2.31 0.25
Total Cost Per Unit Processed $ 2.99 $ 81.60 $ 4.95
Average Tax Per Return $ 1,516.00 $ 9,424.00 $ 1,776.85
Average Refund Allowed Per Claim $ 403.92 $ 9,491.95 $ 500.53
1/ Does not include 69,313 Exempt Organization returns filed.
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