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Franchise Tax Board updates subcommittee on EDR2 IT modernization and requests $107 million augmentation for Year 5

California State Assembly, Budget Subcommittee No. 5 (State Administration) · February 18, 2025
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Summary

FTB described the Enterprise Data to Revenue 2 (EDR2) project, requested Year-5 augmentation of $107,075,000 (vendor compensation and staff), and noted an SPR-approved cost increase of roughly $418.4 million (about 2.4% of project cost); the project remains within scope and on schedule, FTB said.

Roger Lackey of the Franchise Tax Board updated the subcommittee on EDR2, FTB's multi-year tax-system modernization project that expands enterprise case management, analytics, audit modeling, accounts receivable modernization, and improved taxpayer services. FTB said the first phase (EDR1) modernized personal income processing and that EDR2 entered…

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