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Item 29 - Non -Financial Agreement with the California Franchise Tax Board for Exchange of Business License Tax Data
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Item 29 - Non -Financial Agreement with the California Franchise Tax Board for Exchange of Business License Tax Data
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4/4/2024 10:58:06 AM
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Agenda Packet
Agency
Clerk of the Council
Item #
29
Date
7/19/2022
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State of California City of Santa Ana <br />Franchise Tax Board Agreement 81093 <br />5. FTB agrees to provide the City with an annual data extract in December 2022 for tax year 2021, <br />in December 2023 for tax year 2022, and in December 2024 for tax year 2023 via SWIFT. <br />6. FTB agrees to register the City for a SWIFT account allowing for the secure electronic <br />transmission of data. <br />7. FTB agrees to provide the City with a unique City Business Tax Number to be used for reporting <br />purposes only. <br />8. FTB agrees to allow the City to resubmit data within 30 days of notification, in the event data is <br />initially submitted with errors. <br />Project Coordinators: <br />The project coordinators during the term of this Agreement will be: <br />Franchise Tax Board <br />Chelsea Van Zant <br />City/County Business Tax Program Manager <br />Data Oversight Program <br />P.O. Box 1468, Mailstop A181 <br />Sacramento, CA 95812-1468 <br />Phone: (916) 845-6304 <br />Email: FTBCCBT(o)ftb.ca.aov <br />Return executed agreement to: <br />Franchise Tax Board <br />Richard O'Neal <br />Business Acquisitions Unit <br />P.O. Box 2086, Mailstop A-374 <br />Rancho Cordova, CA 95741-2086 <br />Phone: (916) 845-5597 <br />Fax: (916) 364-2688 <br />Email: Richard. Oneal(@ftb.ca.aov <br />City of Santa Ana <br />Alejandra Gutierrez <br />Senior Management Analyst <br />20 Civic Center Plaza <br />Santa Ana, CA 92701 <br />Phone: (714) 647-5497 <br />Email: agutierrez(@santa-ana.org <br />Page 3 of 17 <br />
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