|
Fiscal Year 2026 Target/Projected |
Fiscal Year 2025 Actual |
Fiscal Year 2025 Target/Projected |
Fiscal Year 2024 Actual |
Fiscal Year 2023 Actual |
| Input Indicators |
| Total expenditures - all sources (in thousands) |
$ 25,764,668.4 |
$ 8,586,805.4 |
$ 22,004,812.4 |
$ 10,085,427.5 |
$ 12,645,766.7 |
| Total expenditures - state appropriated funds (in thousands) |
$ 1,445,668.4 |
$ 817,498.6 |
$ 1,433,812.4 |
$ 973,432.1 |
$ 1,343,394.9 |
| Average monthly full-time equivalents |
1,439.0 |
1,310.0 |
1,439.0 |
1,276.0 |
1,248.0 |
| Total expenditures - operations (state appropriated funds) (in thousands) |
$ 276,624.9 |
$ 254,067.3 |
$ 267,991.5 |
$ 245,856.6 |
$ 210,339.0 |
| Total expenditures -
grants and refunds
(state appropriated
funds) (in thousands) |
$ 1,169,043.5 |
$ 563,431.2 |
$ 1,165,820.9 |
$ 727,575.5 |
$ 1,133,056.0 |
| Output Indicators |
| Number of state and local taxes administered |
82.0 |
82.0 |
82.0 |
82.0 |
82.0 |
| State and local tax and fee collections (in millions) |
$ 70,500.0 |
$ 70,135.0 |
$ 68,000.0 |
$ 67,624.0 |
$ 67,539.0 |
| Number of tax returns filed |
13,600,000 |
13,575,115 |
13,500,000 |
13,287,804 |
13,414,345 |
| Number of individual income tax (IIT) returns processed |
6,400,000 |
6,369,590 |
6,325,000 |
6,317,352 |
6,480,003 |
| Number of IIT refunds issued |
4,100,000 |
4,094,024 |
4,100,000 |
4,040,398 |
4,153,944 |
| Number of IIT refunds issued via direct deposit |
3,400,000 |
3,367,224 |
3,350,000 |
3,309,153 |
3,377,479 |
| Number of new registration applications processed |
155,000 |
154,707 |
145,000 |
145,121 |
162,137 |
| Number of active registration accounts |
2,250,000 |
2,234,422 |
2,175,000 |
2,158,717 |
2,068,535 |
| Delinquent tax debt cases closed |
471,291 |
457,564 |
453,019 |
439,824 |
457,213 |
| Delinquent tax debt collections (in thousands) |
$ 650,000.0 |
$ 648,464.0 |
$ 625,000.0 |
$ 601,453.0 |
$ 569,308.0 |
| Number of phone calls answered on toll-free taxpayer assistance lines |
820,000 |
819,325 |
800,000 |
796,871 |
891,421 |
| Outcome Indicators |
| Percentage of tax returns filed electronically |
91.50% |
90.60% |
89.00% |
89.90% |
87.60% |
| Number of IIT returns filed electronically |
5,900,000 |
5,910,470 |
5,800,000 |
5,790,700 |
5,778,690 |
| Percentage of IIT returns filed electronically |
93.00% |
92.80% |
92.50% |
91.70% |
89.20% |
| Percentage of tax and fee collections received via Electronic Funds Transfer (EFT) |
95.70% |
94.80% |
94.10% |
94.30% |
92.80% |
| Total tax and fee collections received via EFT (in millions) |
$ 67,500.0 |
$ 66,454.3 |
$ 64,000.0 |
$ 63,781.4 |
$ 62,681.8 |
| Tax collections received voluntarily as a percentage of total tax collections |
98.00% |
97.81% |
98.15% |
97.88% |
98.05% |
| Average number of days from receipt of registration application to mailing of certificate |
1.2 |
1.0 |
1.2 |
1.2 |
1.7 |
| Average number of days from receipt of payment until deposit |
1.0 |
1.1 |
1.0 |
1.0 |
1.0 |
| Percentage of dollars deposited on same day as receipt |
98.60% |
98.59% |
98.60% |
98.20% |
98.40% |
| Percentage of accurately and timely filed IIT returns |
83.50% |
82.60% |
83.50% |
82.90% |
83.10% |
| Average number of days to issue an IIT refund |
30.5 |
31.0 |
33.0 |
31.4 |
33.2 |
| Revenue generated and credits and refund liabilities reduced through compliance activities (i.e., enforced return review and billing, audit, delinquent collections, and criminal fraud investigations) (in millions) |
$ 1,550.0 |
$ 1,537.6 |
$ 1,375.0 |
$ 1,434.3 |
$ 1,319.8 |
| Percentage of taxpayer assistance calls answered |
92.00% |
90.70% |
86.00% |
90.60% |
85.40% |
| Efficiency/Cost-Effectiveness Indicators |
| Cost to collect $1,000 of taxes and fees (in dollars) |
$ 3.92 |
$ 3.62 |
$ 3.94 |
$ 3.64 |
$ 3.11 |
| Tax and fee collections per staff (in millions) |
$ 49.0 |
$ 53.5 |
$ 47.3 |
$ 51.5 |
$ 52.6 |
| Delinquent tax debt collections per dollar spent on delinquent debt collection process (in dollars) |
$ 24.99 |
$ 24.93 |
$ 26.29 |
$ 25.30 |
$ 26.77 |