Interactive router

California tax notice router

Use this router when you need a cautious first pass on whether a notice, bank record, paycheck issue, or account problem appears to involve FTB, EDD, IRS, or uncertainty.

Best for A first pass when you have a notice, bank label, paycheck withholding, or payroll-tax account issue.
Important limit The result should be checked against the actual notice and official agency information.

Short summary

The California tax notice router asks three questions: which agency appears, what words or action appear, and who is affected. It then points to a likely guide page and a short document checklist.

Quick scan

What to know first

  • This tool is a routing aid, not legal advice.
  • The result depends on agency name, action words, and who is affected.
  • The tool points to practical guide pages and a document checklist; it does not promise any agency outcome.

How to use the router

  • Choose the agency name exactly as it appears on the notice, bank record, paycheck, or account when possible.
  • Choose the action words that most closely match the document, even if the wording is not exact.
  • Choose who is affected so the router can separate individual FTB income-tax issues from EDD employer payroll-tax issues.
  • Use the linked guide page as the next reading step, then compare it to the actual notice or account record.

What the result can and cannot do

  • The result can help separate FTB, EDD, IRS, and uncertain paths.
  • The result can point to a page about legal order debit, bank levy, withholding orders, wage garnishment, notices, payment plans, payroll taxes, or penalties.
  • The result cannot decide whether the agency is correct, whether a payment plan will be approved, or whether collection activity can be changed.

When to get help

It may be time to get help when the agency name is unclear, more than one agency appears in the same timeline, wages or bank accounts are already affected, or a payroll-tax account issue overlaps with penalties or installment-agreement questions.

Official sources

Interactive router

California tax notice router

Choose the closest match. The result is a practical routing suggestion, not legal advice or a promise about what an agency will do.

1. Which agency appears on the notice, bank record, paycheck, or account?
2. What words or action appear?
3. Who is affected?
Router result

Choose the options that best match your document.

The result will point to a relevant page and a short document checklist.

Optional follow-up

Request a follow-up about this issue

You can use the site without submitting this form. If you want a follow-up, share the agency, notice stage, and balance details so the issue can be routed more accurately.

Required Name, phone, email, amount claimed to owe, short issue summary, and consent.
Optional guidance Agency selection and whether you received a notice can help route the follow-up.

Agency

Optional, but helpful if the notice already names FTB, EDD, IRS, or another agency.

Received notice?

By submitting this form, you authorize contact regarding your request using the information you provided. Message and data rates may apply. Frequency may vary.

This site is educational and may connect people with service providers. Official agency resources remain available directly through FTB and EDD.

Submissions are handled by Netlify Forms, stored in Netlify, and can trigger Netlify email notifications for the site owner.

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