Tax Guide for Tax Practitioners

Helping you serve your clients is important to the California Department of Tax and Fee Administration (CDTFA). 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 information relevant to you can be time-consuming, and want to help you get the information you need so that you can focus on your clients and your business.

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.

If You Need Help

If at any time you need assistance with topics included in this guide – or with topics not included – feel free to 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.