Ftb Letter Worksheet

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Good Morning:
We have received a handful of FTB letters returned by mail, in which we need your help in contacting the customer and obtaining a new deliverable address or notating that we attempted to contact the customer. We have noted each returned letter and we ask that you don’t lose any letter.
Step 1-Please document and note each re-delivered letter on spreadsheet (see attachment). The purpose of all of this is to keep a thorough record keeping of all attempts on our behalf notifying the customer about their collections. Step 2-We will need you to Note the account of the returned FTB Letter and the reason or action taken to let customer know of the letter/collection. This is just like return mail. We want to make an attempt to contact every account for return mail. If we call them and there is no answer but there is a forwarding address send it to that address, but do not change the CFM because it has not been confirmed. However, update the CFM if it has been confirmed by Customer of Record. …show more content…

If people ask “until when do I have to pay?” the most appropriate answer is “Before you file your tax return”. Obviously we cannot intercept a tax return that is not filed and everyone files at a different time. Please tell customers they must call us after payment is made, so that we can remove the account information from the FTB file that was sent to the state.
Once, you are done with your stack of letters please return the attachment completed along with any letters that were not

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