Tax Guide for Tax Practitioners

The California Department of Tax and Fee Administration (CDTFA) appreciates and acknowledges the services tax practitioners perform in assisting their clients. Taxes paid to the state help fund state and local services and programs important to you, your clients, and your community. We recognize that finding relevant information can be time-consuming. We would like to help you get the information you need to better assist you and your clients.

How to Use This Guide

Each section of this guide contains information important to your business.

The Getting Started section provides information about registering, recordkeeping, and audits.

The Filing and Payments section includes the links and information you need to get started.

The News and Outreach section provides links to our special notices, news releases, and other important information for tax practitioners and their clients.

The Forms section is a one-stop shop for forms and publications.

Lastly, the Resources section provides links to a wealth of information, including web-based seminars and access to live help from our customer service representatives.

Get It in Writing

Tax and fee laws can be complex and difficult to understand. If you have specific questions about how taxes and fees apply to your business operations, we recommend that you get answers in writing from us. This will enable us to give you the best advice and may protect you from tax, penalties, and interest if we give you erroneous information.

Requests for written advice can be emailed to us or mailed directly to our local office nearest you.

For more details, please see publication 8, Get It in Writing!

If You Need Help

If at any time you need assistance with topics included or not included in this guide, you can contact us by telephone or email. Contact information and hours of operation are available in the Resources section.

If you have suggestions for improving this guide, please contact us via email.