Effect of Returning to Historical Estimated Tax Payment Schedule

Feb 27, 2023 - Subscribe | California State Legislature | Online Voter Registration | Privacy Policy | Accessibility Legislative Analyst's Office | The California Legislature's Nonpartisan Fiscal and Policy Advisor 925 L Street, Suite 1000 Sacramento, CA 95814 | (916) 445-4656
https://lao.ca.gov/Publications/Report/4722

The 2018-19 Budget: California Earned Income Tax Credit Education and Outreach

May 8, 2018 - FTB provides a service called CalFile that allows California taxpayers to prepare and file their state income tax return online at no cost. However, fewer than 6,000 returns claiming the EITC for 2017, or 0.4 percent, were prepared using CalFile.
https://lao.ca.gov/Publications/Report/3826

Comparing Options to Raise and Lower Taxes [Publication Details]

Mar 24, 2026 - This report lays out various options to raise and lower taxes in California and offers a comparative evaluation of those options in the areas of budgeting, economy, taxpayer experience, progressivity, and fairness.
https://lao.ca.gov/Publications/Detail/5170

The 2018-19 Budget: The May Revision—State Earned Income Tax Credit Expansion

May 14, 2018 - Subscribe | California State Legislature | Online Voter Registration | Privacy Policy | Accessibility Legislative Analyst's Office | The California Legislature's Nonpartisan Fiscal and Policy Advisor 925 L Street, Suite 1000 Sacramento, CA 95814 | (916) 445-4656
https://lao.ca.gov/Publications/Report/3835

Local Sales Tax Rebates in 2023-24

Sep 16, 2025 - Figure  4 compares these areas ’ incomes and unemployment rates to the state as a whole. Median annual household incomes in rebate-paying jurisdictions are a bit higher than the statewide average. The average unemployment rate in jurisdictions that paid $1 to $20 per resident is very close to the statewide average.
https://lao.ca.gov/Publications/Report/5074

Volatility of California’s Personal Income Tax Structure

Sep 28, 2017 - If the PIT had been less reliant on high ‑income filers, it would have been less volatile but it also would have grown more slowly. Subscribe | California State Legislature | Online Voter Registration | Privacy Policy | Accessibility Legislative Analyst's Office | The California Legislature's Nonpartisan Fiscal and Policy Advisor 925 L Street, Suite 1000 Sacramento, CA 95814 | (916) 445-4656
https://lao.ca.gov/Publications/Report/3703

The 2020-21 Spending Plan: Tax Changes

Oct 5, 2020 - Subscribe | California State Legislature | Online Voter Registration | Privacy Policy | Accessibility Legislative Analyst's Office | The California Legislature's Nonpartisan Fiscal and Policy Advisor 925 L Street, Suite 1000 Sacramento, CA 95814 | (916) 445-4656
https://lao.ca.gov/Publications/Report/4270

The 2019-20 Budget: Analysis of Proposed Earned Income Tax Credit Expansion

Mar 6, 2019 - This increase would be a flat $500 for every worker with income under $28,000, then phase out between $28,000 and $30, 000 o f income at a rate of $ 1 o f credit for each $ 4 o f income. (This phase out range would be fixed until 2022 and would be adjusted for inflation thereafter.)
https://lao.ca.gov/Publications/Report/3960

The 2019-20 Budget: California Spending Plan—Expands Earned Income Tax Credit (EITC)

Oct 17, 2019 - Subscribe | California State Legislature | Online Voter Registration | Privacy Policy | Accessibility Legislative Analyst's Office | The California Legislature's Nonpartisan Fiscal and Policy Advisor 925 L Street, Suite 1000 Sacramento, CA 95814 | (916) 445-4656
https://lao.ca.gov/Publications/Report/4099

The 2026-27 Budget: California Competes Extension

Mar 18, 2026 - Credits may be used to offset either personal income or corporation taxes and can be carried forward for up to six years. Over 1,200 credit agreements have been approved by GO-Biz since the program ’s inception.
https://lao.ca.gov/Publications/Report/5162