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FTB · Balance Due

FTB 4963Notice of State Income Tax Due

FTB reports a personal income tax balance.

Reviewed October 10, 2026 • Free Action Plan
Go to Your Next Steps
Know Your Response WindowFollow the Due Date on Your FTB Notice

Use the payment and response dates printed on FTB 4963. Do not import the 60-day NPA protest rule into this balance notice. If the bill follows an earlier assessment, review that history and its separate rights.

Verify with the Agency
Make an Informed Choice

What You Can Handle.
When to Bring in Help.

DIY May Be Appropriate If…

  • The notice concerns your personal income tax account.
  • You can compare the state return with payment and credit records.
  • No separate protest, appeal, or levy deadline is involved.

Get Professional Help If…

  • You disagree with the underlying California tax treatment.
  • An assessment or appeal deadline may have passed.
  • A levy, wage order, or hardship is involved.
  • Federal and state records do not reconcile.

You can contact the agency yourself. These conditions help you judge complexity; they do not determine eligibility or guarantee a result.

Put the Information to Work

Your Step-by-Step Plan

Choose the situation that matches your records. The steps help you prepare and respond; the agency decides your case.

0 of 5 steps checked

  1. Reconcile the California Account

    Match the year, tax, penalties, interest, and credits to the state return and payment history. Keep IRS payments separate. Identify whether the bill follows a return adjustment or earlier proposed assessment.

    FTB: Notice of State Income Tax DueFTB: MyFTB Account

  2. Collect Proof for Any Disputed Item

    Have the notice, return, relevant tax documents, and payment confirmation ready. For a missing payment, record its date, amount, payment method, tax year, and transaction reference.

    FTB: Notice of State Income Tax Due

  3. Pay, Request a Plan, or Contact FTB

    If correct, use FTB Web Pay or another official method. If you cannot pay, review FTB installment options. If you disagree, contact FTB and provide supporting copies through the route requested.

    FTB: Web PayFTB: Payment PlansFTB: Official Phone and Fax Directory

  4. Complete Any Required Follow-Up

    Ask what additional information is needed and when to expect review. Keep the contact log and confirmation. An unresolved disagreement should remain on your calendar even if documents have been uploaded.

    FTB: MyFTB Account

  5. Check the Posted Outcome

    Review the account and later correspondence. If ordinary channels have not resolved an eligible problem, review the FTB Advocate criteria. Contacting an advocate does not replace a timely protest or appeal.

    FTB: Taxpayer Advocate Services

Checkmarks are for your use on this page. They are not sent to an agency or stored as a case record.

Go to the Right Place

Who to Contact

FTB Personal Income Tax Customer Service

Use the number printed on your verified notice first. General income-tax assistance is also available through this official directory.

800-852-5711
Official Contact Route

MyFTB

Review available account information and use supported secure services. Uploading documents alone is not a substitute for a required protest or response.

Official Contact Route

FTB Personal Income Tax Collections

For payment and collection questions, including cases that cannot use an online installment application.

800-689-4776
Official Contact Route

Use the correct contact for your notice. Keep copies, reference numbers, and notes of any conversation.

Prepare Before You Respond

Records & Forms

  • Every page of the notice and its envelope.
  • The filed return for each period listed.
  • Payment confirmations, cancelled checks, or bank transaction records.
  • Earlier notices, submitted responses, and agency confirmations.
  • California payment and withholding records.
FTB Installment Request, If Needed

Use the FTB application and current state-specific instructions.

FTB Power of Attorney, If Needed

State representation authorization is separate from IRS Form 2848.

Keep these records in your own secure files. The Liberty Standard inquiry form is for general information only.

Match the Expertise to the Work

Which Professional Could Help?

Enrolled AgentCPATax Attorney

Choose California income-tax experience for disputed liability, residency, assessment history, or active collection.

Compare Roles & Verify Qualifications
Support by Choice

Choose How to Find Help.

Exploring help with FTB 4963? Include that notice in your inquiry without sending the document itself.

Liberty Standard Resources

Find the Right Support.

Tell us what you need and the kind of professional you are looking for. Our network is in development. Any proposed introduction requires review of availability, credentials, and the work involved.

Request a Professional Connection

Your request does not arrange an introduction or engage a professional. Any proposed scope, fees, and terms must be explained before you decide.

Close the Loop

Know What Happens Next.

  • FTB applies or explains the payment/credit.
  • A corrected balance or approved arrangement is issued.
  • More information is requested.
  • The debt remains collectible if unresolved.

Sending a request does not mean the issue is resolved. Verify receipt, keep the response date visible, and follow the agency’s written determination.

The Source Behind the Steps

Official Sources

FTB: Notice of State Income Tax Duewww.ftb.ca.govFTB: MyFTB Accountwww.ftb.ca.govFTB: Web Paywww.ftb.ca.govFTB: Payment Planswww.ftb.ca.govFTB: Official Phone and Fax Directorywww.ftb.ca.govFTB: Taxpayer Advocate Serviceswww.ftb.ca.govFTB: Power of Attorneywww.ftb.ca.govFTB: Notices and Letterswww.ftb.ca.gov

General education, not a professional engagement or an individualized tax or legal determination. Use the current agency instructions and the deadlines on your actual notice.

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