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The location address cannot be changed. If you have moved, you must first add your new location and then close your old location.

Yes, if you have full access to the account, our online services allows you to add business locations and complete other account maintenance tasks.

To add a location:

1. Visit the CDTFA's Online Services page and log in to your online services profile using your username and password
2. Select the appropriate account
3. Under I Want To, select More
4. Under Location Maintenance select Register a New Location

To close a location:

1. Visit the CDTFA's Online Services page and log in to your online services profile using your username and password
2. Select the appropriate account
3. Under I Want To, select More
4. Under Location Maintenance select Close a Location

To close an account:

1. Visit the CDTFA's Online Services page and log in to your online services profile using your username and password
2. Select the account to be closed
3. Under I Want To, select More
4. Under Account Maintenance select Account Closure

To print a permit:

1. Visit the CDTFA's Online Services page and log in to your online services profile using your username and password
2. Select the appropriate account
3. Select the Locations tab
4. Click the Print Permit button
5. Select the location to print
6. Click the Print button

You may have a pop-up blocker enabled. You may try these steps, depending on the type of browser on your computer:

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

Once you have logged on with a username and password:

1. Select Request Access to an Account from the I Want To section.
2. Enter the account number and security code mailed to you. This will link the account to your username.

If you do not have a security code, a letter with a security code will be mailed to the address on file for the business to which you are requesting access. The business owner will have the option to approve or deny the access or share the security code with you.

If you need your security code sooner, please request the code online and then contact our Customer Service Center at 1-800-400-7115 (CRS:711).

If you have questions, please contact our Customer Service Center at 1-800-400-7115 (CRS:711). Customer service representatives are available Monday through Friday from 7:30 a.m. to 5:00 p.m. (Pacific time), except state holidays.

For business owners:

You will need to create a username and password to gain access to your account. You cannot change your username once it has been created. Usernames are provided at an individual level. Each business owner should have their own logon credentials.

To create your username, please visit the online services home page and click on Sign Up Now.

For additional information about creating a username, please visit our Tutorials page and watch a video on how to create a username and password for business owners.

For a third party delegate:

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, please visit our Tutorials page and watch a video on how to create a username and password for third party access.

If you have not received the security code letter, please call our Customer Service Center at 1-800-400-7115 (CRS:711) so that a representative can ensure we have the most recent contact information on file. Customer service representatives are available Monday through Friday from 7:30 a.m. to 5:00 p.m. (Pacific time), except state holidays.

There is no limit to the number of usernames that can have access to an account. But owners should regularly check their account and delete any users who should no longer have access.

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

Please visit our online services page, enter your username and select Forgot Password? to reset your password and unlock your account.

If you are unable to reset your password, please call our Customer Service Center at 1-800-400-7115 (CRS:711). Customer service representatives are available Monday through Friday from 7:30 a.m. to 5:00 p.m. (Pacific time), except state holidays.

To retrieve your username, visit CDTFA's online services page, under Login select Forgot Username? and follow the prompts.

If you have forgotten your password and need to reset it, visit CDTFA's online services page, under Login select Forgot Password? and follow the prompts. An email with a link to reset your password will be sent to the email address on file.

If you are unable to retrieve your username or reset your password, please call our Customer Service Center at 1-800-400-7115 (CRS:711). Customer service representatives are available Monday through Friday from 7:30 a.m. to 5:00 p.m. (Pacific time), except state holidays.

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.

All Access allows them to:

As a business owner, you can remove access for any username with access to your account. To modify the type of access granted to your third party:

Visit CDTFA's online services page and log in to your online services profile using your username and password.

1. Select Settings
2. Select Third-Party Access
3. Under Logons, select username of the third party you want to cancel
4. Under I Want To, Select Manage access
5. Select Cancel Access for the appropriate account

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 that a business owner or third party has granted them. Based on the access level granted, the secondary user may be able to file returns, make payments, update addresses, etc. If you cancel your user logon at any time, all associated secondary user logons will also be cancelled.

For additional information, visit our online services Tutorials page, click the Logging In drop down and watch the How to Grant Secondary Access video.

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 in, the party who created the secondary logon will go to Settings, Secondary Logons, and select Resend logon access email found under the I Want To section.

If you have any questions, please call our Customer Service Center at 1-800-400-7115 (CRS:711). Customer service representatives are available Monday through Friday from 7:30 a.m. to 5:00 p.m. (Pacific time), except state holidays.

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 (CRS:711) Monday through Friday from 7:30 a.m. to 5:00 p.m. (Pacific time), except state holidays. 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.

A power of attorney allows an account owner to be represented by legal counsel, Certified Public Accountant (CPA), Enrolled Agent (EA), or another representative. The representative may also request third party delegate access which allows them to file returns, make payments, and update account information on behalf of the account owner.

To complete the power of attorney, you will need the following account owner information:

• Account number
• Identification type (for example, a social security number or California Secretary of State entity number)
• Identification number (for the identification type above)
• Tax or fee year(s) or period(s) you will be representing

To request a power of attorney, log in with your username and password. Under the I Want To column select the More option. Then Request Power of Attorney selection and follow the prompts.

To review your submitted request, log in with your username and password, then select the Submissions tab.

A letter will be sent to the account owner of the account you are requesting access prior to you receiving power of attorney privileges. A notification will be sent to you when the request has been reviewed by the account owner.

The power of attorney request only represents that you have requested power of attorney and will not give you access to the account owner's information on our online services. If you would like to have access to their online services accounts, log in with your username and password and select Request Access to an Account from the I Want To column.

If you have questions, please contact our Customer Service Center at 1-800-400-7115 (CRS:711). Customer service representatives are available Monday through Friday from 7:30 a.m. to 5:00 p.m., Pacific time, except state holidays.

We continue to expand our online resources to better assist taxpayer's needs by offering helpful and convenient online services. For more information, visit our Online Services overview page.