(62) Franchise Tax Board Statement
This Report is used to generate the needed Statement information to determine the withholding tax amount that needs to be sent to Franchise Tax Board for the property account on behalf of an Out-of-State owner.
The recommended file format for this report is as a PDF (.pdf) file, however, you can also generate a Word (.doc) file or an Excel (.xls) file
- As a Word (.doc) file the report will generate in an editable format.
- As an Excel (.xls) file this will place the information in cell formatting into rows. Can be used for .csv file imports.
- As a PDF (.pdf) file this will appear the same as the Word (.doc) file format, but will not be editable.
Report - 62
From the Tree View:
- Expand Reports
- Select Reports
- Select Report (62) Franchise Tax Board Statement
- Enter in the Date Range
- Select the File Format
- Then, click SEARCH to run the Report
Note: A separate window will open where you can View, Print or Save the document.
Report - Franchise Tax Board Statement
Report Navigation:
- Date of Transaction
- Owner's (SS#), Name, & Mailing Address
- Rental Property Address
- Check # (issued to FTB for payment)
- Expense Amount (Tax% of Income)
- Income Amount
- Total Tax Amount Paid
- Total Income Amount for Owner
- Each Divided Section is Separated by Property Account
Header & Footer Information:
a. Office Name and Contact information
b. Report Name
c. Date the Report was Run / Printed
d. Page Number of Report