Online Services

New Online Services System Expands In August 2019

The California Department of Tax and Fee Administration (CDTFA) is pleased to announce the second release of our new online services system. Your account, permit, and/or license for the following Special Tax and Fee programs will move into our new online services system in August 2019:

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  • Alcoholic Beverage Tax
  • Cigarette and Tobacco Products Tax
  • Cigarette and Tobacco Products Licensing (Distributors, Importers, Manufacturers, Wholesalers)
  • Fuel Taxes (Aircraft Jet Fuel, Diesel Fuel, including Interstate User Diesel Fuel Tax, International Fuel Tax Agreement (IFTA), Motor Vehicle Fuel, and Alternative Use Fuel)
  • Oil Spill Response, Prevention & Administration Fees
  • Timber Yield Tax
  • Underground Storage Tank Maintenance Fee

  • Sales and Use Tax
  • Cigarette and Tobacco Retailer's License Fee
  • Covered Electronic Waste Recycling (eWaste) Fee
  • Lumber Products Assessment
  • California Tire Fee
  • Prepaid Mobile Telephony Services (MTS) Surcharge
  • Cigarette and Tobacco Internet Purchases

Note: Additional CDTFA tax and fee programs will transition to our new online services system in 2020.

Register for an Online Services Profile

Sign Up Now to start the enrollment process. You will be prompted to create a Username and Password. The tax and fee programs moving into the new online services system in August 2019 require users to create a Username and Password. Once your profile has been created, you will have the ability to:

  • File and/or view a return
  • Make a payment
  • Update account information
  • File an appeal
  • Make a request for relief or extension
  • Track and obtain correspondence with the CDTFA
  • Access and manage multiple accounts under one login
  • And more

You may also view our video tutorial for guidance.

Log In

Cigarette Tax Stamp Program

Licensed cigarette distributors can order and check on the status of their orders online. To use the system, you must be a registered stamp purchaser and have a valid e-mail account, user ID, and password. For more information, see Publication 63, Cigarette Distributor Licensing and Tax Stamp Guide.

If you are already a registered stamp purchaser and have a User ID and Password, you may log in here to order cigarette stamps.

Order Cigarette Stamps Online Now

Permit, License, or Account Verification

The Permit, License, or Account Verification system is available to help you determine if a:

  • Seller's permit number included on a resale certificate is valid
  • Prepaid Mobile Telephony Services Surcharge account is valid
  • Cigarette/tobacco license is valid
  • Vendor of covered electronic devices (CED's) is registered to collect and remit the electronic waste fee.
  • Underground Storage Tank Maintenance Fee Account is valid
Verify a Permit, License, or Account Now

Other Online Services

Where can I find more information?

For more information on the upcoming changes to our online services, please see our Frequently Asked Questions

What is online registration? (Español | 中文 | 한국의 | Tiếng Việt)

Online registration is a convenient, fast, and free way to register online for a permit, license, or account with the CDTFA.

Get Started

Who can register?

Anyone with a computer and internet access can use the quick and convenient system.

Register for a Permit, License, and/or Account

You can register online for a permit, license, and/or account for Sales and Use Tax and most of the Special Tax and Fee programs:

  • Seller's Permit
  • Annual Flat Rate Decals for private passenger vehicles
  • Alcoholic Beverage Tax
  • California Fuel Trip Permit
  • California Tire Fee
  • Cannabis Tax Permit
  • Cigarette and Tobacco Licensing (Distributors, Importers, Manufacturers, Retailers, Wholesalers)
  • Cigarette and Tobacco Products Tax
  • Electronic Waste Recycling Fee
  • Emergency Telephone Users Surcharge
  • Energy Resources (Electrical) Surcharge
  • Fuel Taxes (Aircraft Jet Fuel, Diesel Fuel, including Interstate User Diesel Fuel Tax, International Fuel Tax Agreement (IFTA), Motor Vehicle Fuel, and Alternative Use Fuel)
  • Hazardous Waste Environmental Fee
  • Hazardous Waste Generator Fee
  • Lead-Acid Battery Fees
  • Natural Gas Surcharge
  • Occupational Lead Poisoning Prevention Fee
  • Oil Spill Response, Prevention & Administration Fees
  • Prepaid Mobile Telephony Services (MTS) Surcharge
  • Timber Yield Tax
  • Underground Storage Tank Maintenance Fee

You can also use the registration system to:

  • Add a new business location to an existing account
  • Pay Use Tax for one time purchases
  • Register as a qualified purchaser
  • Claim an exemption or request a tax clearance on vehicles, vessels, aircraft, and manufactured or mobile homes
  • Register to pay taxes on internet purchases of cigarette/tobacco products

You will answer questions regarding your business activities and the registration system will identify the permits and licenses required.

The registration process will automatically save the information at each step, allow you to quit at any time and continue at a later time.

Note: Partially completed applications will be deleted after 30 days.

Renew a License and/or Request Additional Decals

You can also use our online registration system to renew your license for Cigarette and Tobacco Products, International Fuel Tax Agreement (IFTA) and/or request additional IFTA or Alternative Use Fuel Flat Rate decals.

Information Needed to Register for a Permit, License, or Account

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  • Driver License
  • Social Security Number (SSN)
  • Email Address
  • Supplier Name/Address
  • Personal References
  • Bookkeeper/Accountant Address and Phone Number (if applicable)
  • FEIN (Partnership, Association, Organization, Trust, Estate, Joint Venture, Receivership/Fiduciary, Unincorporated Business Organization, Corporation, Limited Liability Partnership, Limited Partnership, Limited Liability Corporation)
  • California Secretary of State Entity Number (Corporation, Limited Liability Partnership, Limited Partnership, Limited Liability Corporation)
  • Officer, Member, or Partner Information (date of birth, SSN, or driver license and address)
  • Agency Name (Federal, State, and Local Government)
  • Contact information of the person(s) who maintains the books and records (name, address and phone number)

Additional Information You May Need for the Following Programs

Beer Manufacturer, Wine Grower/Direct Wine Shipper, Beer and Wine Importer, Distilled Spirits Importer/Manufacturer, Customs Broker

  • Alcoholic Beverage Control (ABC) License

  • U.S. Department of Transportation (DOT) Number

  • ABC Certificate of Compliance

  • Bureau of Cannabis Control (BCC), Distributor License Number (not required)

  • Environmental Protection Agency (EPA) number
  • California Employment Development Department (EDD) number (payroll number)

  • Public Utilities Commission (PUC) number

Underground Storage Tanks Maintenance Fee

  • Real Property Parcel Number
  • Underground Storage Tank Ownership Document

Fuel Suppliers

  • Terminal Control Number (TCN)
  • Internal Revenue Service (IRS) 637 Letter of Registration

IFTA/Interstate User Diesel Fuel Tax

  • Department of Transportation (DOT) number
  • Certificate of Registration for Motor Carriers (MX) number
  • California International Fuel Tax Agreement (IFTA) number
  • Interstate User Diesel Fuel Tax License number
  • Vehicle Information

  • Projected monthly sales
  • Projected monthly taxable sales
  • Products to be sold

  • Operation Number

  • Serial Number of a mobile/manufactured home or aircraft
  • Decal Number of a mobile/manufactured home
  • Make of a mobile/manufactured home, vehicle, vessel, or aircraft
  • Year of a mobile/manufactured home, vehicle, vessel, or aircraft
  • Purchase date of the mobile/manufactured home, vehicle, vessel, or aircraft
  • Vehicle Identification Number (VIN) of vehicle
  • License plate number of vehicle or undocumented (DMV registered) vessel
  • Location address of mobile/manufactured home, vehicle, vessel, or aircraft
  • Documentation number of US Coast Guard registered vessel
  • Hull identification number of the vessel
  • Tail number of the aircraft
  • Model of the aircraft

If you have any questions, you may contact our Customer Service Center at 1-800-400-7115 (TTY:711), Monday through Friday, 8:00 a.m. - 5:00 p.m., Pacific time, excluding state holidays.

Begin Registration

What are the benefits?

  • One click starts the process for the permits, licenses, and accounts
  • You can easily apply for new licenses or add business locations
  • The system is free to use however some permits, licenses, or accounts may require a fee or deposit
  • View the status of your application(s) online
  • Get emails with updates on the status of your application(s)
  • Online help and live assistance during business hours
  • Get links to reference materials related to your business activities

File online by logging in to our secure site using your Username and Password

File your return now

Who can file online?

The CDTFA offers convenient online filing services for eligible accounts. The following programs are available for online filing:

  • Sales and Use Tax
  • Alcoholic Beverage Tax
  • California Tire Fee
  • Cannabis Tax
  • Cigarette and Tobacco Internet Purchases
  • Cigarette and Tobacco Products Licensing (Distributors, Importers, Manufacturers, Retailers, Wholesalers)
  • Cigarette and Tobacco Products Tax
  • Electronic Waste (eWaste) Recycling Fee
  • Emergency Telephone Users Surcharge
  • Fuel Taxes (Aircraft Jet Fuel, Diesel Fuel, including Interstate User Diesel Fuel Tax, International Fuel Tax Agreement (IFTA), Motor Vehicle Fuel, and Alternative Use Fuel)
  • Lead-Acid Battery Fees
  • Lumber Products Assessment
  • Oil Spill Response, Prevention & Administration Fees
  • Prepaid Mobile Telephony Services (MTS) Surcharge
  • Timber Yield Tax
  • Underground Storage Tank Maintenance Fee
File your return now

What do I need to get started?

  • Account number (for example, seller's permit number, IFTA account number)
  • Sales and deduction information for the filing period
  • Bank account information or credit card number
  • Purchase information (to make Use Tax payments)

Online Filing Resources

When do I file?

Based upon the information provided at registration, we assign a filing frequency (monthly, quarterly, quarterly prepay, fiscal yearly, yearly) to your permit, license or account. When you are registered, we will provide you your filing frequency and deadlines to file. We suggest you put the deadlines on your calendar to remind yourself.

Filing Dates

Sales and Use Tax

Special Taxes and Fees

Returns for Other Fee Programs

Currently, the following returns are not available to file online. Additional CDTFA tax and fee programs will transition to our new online services system in 2020.

Customers with a Username/User ID or a Limited Access code/Express Login code, ready to make a payment or prepayment, may log in here on our secure site.

Make a Payment or Prepayment

Make a Payment

We offer convenient payment methods for our tax and fee payers for current and past due liabilities. Usually, customers who are filing a return also pay them at the same time. You can also make payments directly from your bank account, credit card, check, or money order. In addition, some of our customers are required to make payment through an Electronic Funds Transfer (EFT).

Who can pay online?

What are my online payment options?

Pay Directly From Your Bank Account

This option allows funds to be electronically withdrawn from your bank account using your bank routing number and account number.

To make a payment online, log in with your Username/User ID or Limited Access code/Express Login code. You can read our Online Payments – Frequently Asked Questions for more information. There is no fee to use this service.

Pay by Credit Card**

Please note that a service fee of 2.3% of the transaction amount will be charged by the credit card processing vendor. This service fee is retained by the vendor and is not revenue to the California Department of Tax and Fee Administration (CDTFA). The minimum service fee is $1.00.

Pay by Electronic Funds Transfer (EFT) Payment

Are there other payment options?

Pay by Check or Money Order**

  1. Make your check or money order payable to the California Department of Tax and Fee Administration (CDTFA).
  2. Write your CDTFA account number on your check or money order.
  3. Mail your payment to:
    California Department of Tax and Fee Administration
    PO Box 942879
    Sacramento CA 94279-7072
  4. The CDTFA processes your paper check the same day it is received, meaning the funds will be withdrawn from your account on that same day. This has no effect on your ability to file returns or your payment options.

The California Department of Tax and Fee Administration (CDTFA) offices do not accept cash as a method of payment (except for the Motor Carrier Office (MCO); MCO only accepts cash for the programs it administers). You may contact your local CDTFA office to request an exemption if you have to pay your taxes in cash.

**NOTE: If you are a mandatory EFT participant and you use another means of payment (cash, check, credit card, etc.), your payment will be subject to a penalty.


Do you offer payment plans?

Yes. If you cannot pay your total past due amount now, you can request a payment plan, and pay down your balance over time. This could potentially save you from additional penalties and interest. For more information visit our Payment Plan page.


How do I claim a refund while making payments?

If you are making payments towards a Notice of Determination (billing) and believe you do not owe the amount due or believe you have been overcharged, you may file one single timely claim for refund (CDTFA-101, Claim for Refund) to cover any prior payments within the applicable statute, any current payments, and any subsequent payments applied to that billing. If you are disputing more than one billing, you must file a timely claim for refund for each separate billing.

Prior to January 1, 2017, tax or fee payers were required to file a separate claim for refund for each installment payment in order to protect their right to obtain a refund.

For more information, see Publication 17, Appeals Procedures and Publication 117, Filing a Claim for Refund.

Customers must have a CDTFA Online Services Username/User ID and Password to request relief online.

Log In

What is a Relief Request? (español | 中文 | 한국의 | Tiếng Việt)

The California Department of Tax and Fee Administration's tax and fee payers can use our online services to make a request for relief for one or more of the following:

  • Relief from Penalty
  • Relief from Interest due to an unreasonable error or delay by CDTFA or the DMV
  • Relief from Penalty and Interest Due to a Disaster (State of Emergency Tax Relief guide)
  • Relief from Collection Cost Recovery Fee
  • Declaration of Timely Mailing
  • Extension of Time in Which to File a Tax/Fee Return

Note: Relief requests cannot be submitted for Timber Yield Tax, Insurance Tax, and Surplus Line Broker Tax accounts.

Who can use it?

While each type of request has different requirements, any tax or fee payer, or their representative, can use the system to make their requests. Please see our frequently asked questions (FAQ) for more details. Property taxpayers should contact the State-Assessed Properties Division at 1-916-274-3270.

What do I need to get started?

You will need your account number. You can login with your Username/User ID and password. If you do not have a Username/User ID, you can start your request with the Limited Access Code/Express Login code on correspondence from the CDTFA. You can login here to begin.

How do I apply?

To apply log in with your Username/User ID and password then select your account. Under the I want to column, select More then select Submit a Relief Request. Upon submission of your request you will receive a confirmation number. To review your submitted relief request log in with your Username/User ID and password, select your account then select the Submissions tab.

If you do not have a Username/User ID, you can start your request with a CDTFA-735, Request for Relief from Penalty, Collection Cost Recovery Fee, and/or Interest form.

How can I get help?

If you have questions, please see our FAQ below, or contact our Customer Service Center at 1-800-400-7115 (TTY:711), Monday through Friday, 8:00 a.m. to 5:00 p.m., Pacific Time, excluding state holidays.

What other online services are available?

The CDTFA continues to expand its online resources to better assist taxpayers and help businesses succeed by offering helpful and convenient online services. Click this link to go to our online services overview page.

If you have a Username/User ID or a Limited Access Code/Express Login code and you are ready to request a payment plan, log in here on our secure site.

Log In

If you can't pay your total past due amount now, you can request a payment plan. With a payment plan, you can pay down your balance over time, potentially saving yourself additional penalties and interest.

What are the benefits?

  • No cost, convenient, and secure
  • Receive instant feedback and in some cases instant approval
  • Automatically scheduled payments based on dates you choose
  • Payments can be made monthly, biweekly, or weekly
  • Under most circumstances one payment in a 12-month period can be skipped and rescheduled with CDTFA approval

Who can apply?

Almost any tax or fee payer with a past due amount can apply. You can propose payments of any amount greater than $10.

Accounts with any of these conditions are not eligible to apply online:

  • Your account is in bankruptcy, probate, or receivership,
  • You have a pending or existing approved payment plan, or
  • Your seller's permit or license has been revoked.

What happens after I apply?

Your request is immediately reviewed. Many requests are instantly approved, but some require staff evaluation.

What do I need to get started?

Before you apply you will need to:

  • Have a billed amount due that is past due,
  • File all required tax/fee returns,
  • Have your checking or savings account (credit cards are not accepted) number ready,
  • Have your most recent Statement of Account or Notice ID,
  • Know your Username/User ID and password or locate your Limited Access Code/ Express Login code (provided on your Notice ID.)

How do I apply?

To submit your request, you will need a Username/User ID and password or Express Login code. If you do not have a Username and password, you can Sign Up Now to register for an Online Services Profile.

Logging in with your Username/User ID enables you to view your current amount due, check your status online, and request status updates by email.

You can also request a payment plan using the most recent Statement of Account received. You will be prompted to enter the 10 digit Letter ID and the amount due referenced on the Statement of Account. If you do not have a Statement of Account, you will need to log in to your account using your Username and password or Express Login code to submit a request for a payment plan.

Visit our login page to get started.

How do I claim a refund while making payments?

If you are making payments towards a Notice of Determination (billing) and believe you do not owe the amount due or believe you have been overcharged, you may file one single timely claim for refund (CDTFA-101, Claim for Refund) to cover all payments towards that billing, including payments made within the previous six months and all subsequent payments applied to that billing. If you are disputing more than one billing, you must file a timely claim for refund for each separate billing.

Prior to January 1, 2017, tax or fee payers were required to file a separate claim for refund for each installment payment in order to protect their right to obtain a refund.

For more information, see Publication 17, Appeals Procedures and Publication 117, Filing a Claim for Refund.

For more information on the New Online Services, please see the resources below.

  • Accounts for the following tax and fee programs will be moved to the new system on August 12, 2019:

    • Alcoholic Beverage Tax
    • Cigarette and Tobacco Products Tax
    • Cigarette and Tobacco Products Licensing (Distributors, Importers, Manufacturers, Wholesalers)
    • Fuel Taxes (Aircraft Jet Fuel, Diesel Fuel, including Interstate User Diesel Fuel Tax, International Fuel Tax Agreement (IFTA), Motor Vehicle Fuel, and Alternative Use Fuel)
    • Oil Spill Response, Prevention & Administration Fees
    • Timber Yield Tax
    • Underground Storage Tank Maintenance Fee

    The following tax and fee programs were added to the new system on May 7, 2018:

    • Sales Tax
      • Lumber Product Assessment
      • Use Tax Direct Payment
      • Medi-Cal Managed Care Plan Tax
      • Prepaid Mobile Telephony Service Surcharge
    • Consumer Use Tax
      • Vehicles
      • Vessels
      • Aircraft
      • Transit
      • Customs
      • Mail Order
      • Periodic Liability
      • Certificate of Registration – Use Tax
      • Non-Recurring Use Tax
      • Certificate of Registration – Lender (Bad Debt Lender)
      • Sales Tax Pre-Collection of Motor Vehicle Fuel
      • Fuel Exemption Registration
      • California Tire Fee
      • Electronic Waste Recycling Fee
      • Cigarette Retailer License Fee
      • Cigarette – Tobacco Internet Purchases

    Note: The remaining tax and fee programs we administer will be incorporated into our new system in late 2020.

    You will use the new system for the account that has been moved and continue to use the existing system for the account that has not. Our webpage will guide you to the proper system before you log in. You will need to create a new Username and Password to access your account that has been moved if you do not already have one. However, your existing logon information will not change for the account that remains in the existing system. The remaining tax and fee programs will be incorporated into our new system in late 2020.

    Yes, your installment payment agreement terms will be moved to the new system.

    Yes, the new system will allow you to add selling locations and complete other account maintenance tasks online with a username with full access to the account.

    If you have questions about the new system, you can speak to your current CDTFA representative, send an email to our Customer Service Center, or call 1-800-400-7115 (TTY:711) Monday through Friday, 8:00 a.m. to 5:00 p.m. (Pacific time), except state holidays.

    Your account history will be moved to the new system, but you will need to set up a new username and password to access all online services functions for your account. To set up a new username and password go to the CDTFA homepage.

    1. Click the Login button.
    2. Scroll down and click View Accounts.
    3. Click on Sign Up Now.
    4. You will be prompted to enter or request a security code. Please request a security code if you have not received one and allow 7-10 business days for the code to be delivered to your mailing address on file.
    5. Once you receive your security code, you will return to the CDTFA homepage and repeat the steps above to set up a new username and password and access your account.

    Depending on your access type, you may have the ability to:

    • File and/or view a return
    • Make a payment
    • Update account information
    • File an appeal
    • Make a request for relief or extension
    • Track and obtain correspondence with the CDTFA
    • Access and manage multiple accounts under one login
    • And more

    For Business Owner:

    You will need to create a username and password to gain access to your account. To create your username, please visit the CDTFA Online Services home page and click on Sign Up Now. For additional information about creating a username, please visit CDTFA’s Online Services Tutorials page and watch the video How to Create a Username and Password for Business Owners.

    For a Third Party:

    You will need to create a username and password as a Third-Party Delegate (Tax Preparer/CPA, Representative, Employee, other) to gain access to an account. To create your username, please visit the CDTFA Online Services home page and click on Sign Up Now. Follow the prompts to create a username and password, then log in and select Request Access to an Account under the I Want To section.

    For additional information, visit CDTFA’s Online Services Tutorials page and watch the video How to Create a Username and Password for Third Party Access.

    If you have not received the security code letter, please call our toll-free number listed below so that a representative can ensure we have the most recent contact information on file.

    An owner who registers for a username and password as the Business Owner will receive access to all accounts registered to them. A third party receives access on an account by account basis. This means that a third party must request access to each account they need to manage online.

    Both owners and third parties, depending on access level, will have the ability to manage accounts and create Secondary logons. The Third Party Non-Administrator access type will not have the ability to add a Secondary logon.

    Usernames are provided at an individual level. Each business owner should have their own logon credentials.

    To modify the type of access granted to your Third Party:

    1. Log in to your Online Services profile using your username and password by visiting the CDTFA website at onlineservices.cdtfa.ca.gov.
    2. Select Settings
    3. Select Third-Party Access
    4. Under the Default Access, select from:
      • Third-Party Administrator – able to create secondary logons
      • Third-Party Non-Administrator – unable to create secondary logons
    5. Choose the Type of Account Access. Select from:
      • All Access – to perform all functions on the account
      • File and Pay – to file returns and make payments on the account, as well as view account information
      • File Returns – to file returns on the account (excluding renewals), as well as view account information
      • Make Payments – to make payments on the account, as well as view account information
      • View – to view the account only
    6. Save the submission

    Once logged in with a username and password, select Request Access to an Account from the I Want To section and enter the security code mailed to you, or follow the prompts to request a security code be mailed to you, to link the account with your username.

    Once a business owner or third party has gained access to the account(s), they will have the ability to grant access to secondary users without any additional security code requirements. An email address is required, and you will be prompted to create a username for the secondary user.

    The secondary user will only have access to accounts and/or customers that a business owner or third party has granted to them. Based on the access level granted, the secondary user may be able to perform tasks, such as: filing returns, making payments, updating address, etc. If you cancel your user logon at any time, all associated secondary user logons will also be cancelled.

    For additional information, visit CDTFA’s Online Services Tutorials page and watch the video How to Grant Secondary Access.

    To add a secondary logon:

    1. Log into your Online Services profile using your username and password by visiting the CDTFA website at onlineservices.cdtfa.ca.gov.
    2. Select Settings
    3. Select Secondary logons
    4. Select the Add button
    5. You will be required to enter the following information:
      • Logon (username) for the secondary user
      • Email – for the secondary user
    6. Select Grant Access to each individual account and/or customer
    7. Select the Type of Access:
      • All Access
      • File and Pay
      • File Returns
      • Make Payments
      • View
    8. Select which Periods Logon Has Access To (only one type of range listed below can apply):
      1. All Periods
      2. Periods from a Specific Date (period from date required)
      3. Periods Within a Date Range (period from and to dates required)
    9. Submit and then your secondary user will receive an email with instructions on how to proceed. The secondary user must set up their password within 1 hour.

    For additional information, visit CDTFA’s Online Services Tutorials page and watch the video How to Grant Secondary Access.

    The business owner must change your access type from Third-Party Non-Administrator to Third-Party Administrator. They can change your access type by logging in to their Online Services profile with a username and password, or by contacting CDTFA.

    The e-mail will need to be resent. Once logged on, the party who created the Secondary Logon will go to Settings, Secondary Logons, and select Resend logon access email found under I Want To section.

    Passwords expire after 400 days. Once your password expires, you will be prompted to change it.

    Currently, you cannot change the username once it is created.

    Please call the Customer Service Center at 1-800-400-7115 and upon proper verification, a representative can unlock the username.

    As a business owner, you can remove access for any usernames with access to your account.

    No, there is not a limit to the number of usernames that can have access to an account. But, owners should regularly check their access and delete any users who should no longer have access.

    Usernames are assigned at an individual level and Individuals should only have one username. Usernames can have access to an unlimited number of accounts.

    You may have a pop-up blocker enabled. You may try the below steps, depending on your browser:

    1. Select “OK” on the warning stating that a popup was blocked.
    2. Select “If your letter did not open automatically, click here.”
    3. Page should open in a new tab or window.

    If you receive an error message when opening your template using our Online Services system, you may either click “Yes” to open or switch your internet browser to Google Chrome to open the template and avoid this error message.

    Yes, depending on your access type and the filing period, you can amend a return online by logging in with a username and password. Some filing periods that were due prior to your account transitioning to our new online services may not be amended online.

    Yes, depending on your access type, you can file the request online by logging in with a username and password.

    If you do not have a confirmation code to retrieve your saved request and do not have a username and password, please call the Customer Service Center at 1-800-400-7115. If you have a username and password, you can obtain your saved return from the Submissions tab.

    The draft will be saved for 30 days.

    Yes, select Save Draft located on the bottom left-hand corner. Be sure to notate the Confirmation code.

    The draft will be saved for 30 days.

    If you do not have a confirmation code or are unable to access your saved registration, please call the Customer Service Center at 1-800-400-7115.

    Yes, payments that are made through the State of California's EFT Payment Processor, First Data Government Solutions, LP (First Data) will change effective May 7, 2018, for accounts moved to the new system.

    To Make an ACH Debit Payment through the State of California's EFT Payment Processor:

    Internet payments

    • You will no longer login with your username and password.
    • Visit First Data's website.
    • Ensure you have your bank routing, and bank account numbers.
    • Select “One Time Payment” option and follow the prompts.

    Telephone payments

    • Dial 1-800-554-7500
    • Press 1 for the California Department of Tax and Fee Administration and follow the prompts.

    Please note: If you have an ACH Debit block on your bank account, you must inform your financial institution of the CDTFA's Company Identification Number to avoid your payment from being rejected. The CDTFA Company Identification Numbers are 2822162215, 1822162215, and 1282435088.

    Yes, the California Department of Tax and Fee Administration's (CDTFA) bank account number will change for accounts moved to the new system. In order to ensure your payment is deposited into the correct CDTFA bank account, you must provide your financial institution with the CDTFA’s bank account and routing number, as well as provide them with the Automated Clearing House (ACH) Credit Specifications used for payments made to the CDTFA.

    ACH Credit payments for accounts moved to the new system must contain the new bank account number and routing number shown below:

    Bank Name: Union Bank
    Account Number: 2741000893
    Routing Number: 122000496

    ACH Credit payments made to the old CDTFA bank account will be returned and will be subject to penalty and interest charges. In addition, any payments made to the new bank account prior to your account transitioning to the new system will be returned and will be subject to penalty and interest charges.

    If you have selected to pay by ACH debit and have an ACH debit block on your account, you must inform your financial institution of the CDTFA's Company Identification number to avoid your tax/fee payment from being rejected. The Company Identification Number is a 10-digit number used to identify an originator of the transaction. The CDTFA Company Identification Numbers are 2822162215, 1822162215, and 1282435088. Be sure to provide all three of CDTFA's Company Identification numbers to your financial institution.

    Yes, new tax type codes have been added for payments made through a third party. A list of all current Tax Type Codes for the CDTFA can be found on our website. Please review this list prior to making an electronic payment through a third party to ensure you select the correct tax type code. If you are making a payment directly through the CDTFA’s online services, you will not need a tax type code.

    Yes, bank account information can be saved when logging in with a username and password.

If you have any questions, please contact your account representative or our Customer Service Center at 1-800-400-7115 (TTY:711) Monday through Friday, 8:00 a.m. to 5:00 p.m. (Pacific time), except state holidays.

To see and learn more about the new system, please visit our Resources page.

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