Sales and Use Tax Online Filing – Registration Help

Business Owner

A business owner is an owner, co-owner, partner or corporate officer of a company. A business owner may be related to any of the following ownership types:

Sole Proprietor
Partner
Husband or Wife in a Co-Ownership
Registered Domestic Partner
Beneficiary (Unincorporated Business Organization Only)
Trustee (Unincorporated Business Organization Only)
General Partner (Limited Partnership & Limited Liability Partnership)
President
Vice President
Secretary
Treasurer
Executor/Executrix
Receiver
Trustee
Manager (Limited Liability Company Only)
Member (Limited Liability Company Only)

An authorized user can be a bookkeeper, CPA, employee or anyone the business owner grants permission to E-file a return on their behalf.
The business owner of the account must contact the California Department of Tax and Fee Administration to add an authorized user to the account. Registration information is required to become an authorized user.

Registration Information Required for an Authorized User

Relationship to the account
Full Name
Company Name
Address
City, State, Zip
Telephone Number

Name

Enter your name as registered with the CDTFA. Do not enter the corporate, partnership, LLC or other business entity name in this field. If you are not an owner and are trying to register as an E-Client with the CDTFA, please call our customer service representatives at 800-400-7115, Monday through Friday, 7:30 a.m. to 5:00 p.m. Pacific time, excluding state holidays for assistance.

Corporate officers of businesses registered with the CDTFA prior to 1999 may encounter difficulty trying to register as an E-Client. Please contact your local office to determine if your account requires updated corporate officer information. You will be unable to register as an E-Client until your information is received and the CDTFA updates your account. Until then, you can use the Express Login option to e-file your sales and use tax returns and/or prepayments.

Express Login Code

The Express Login Code is a unique eight digit alphanumeric code. This code can be located or obtained from the following sources:

Correspondence received from the CDTFA
Contacting our customer service representatives at 800-400-7115, Monday through Friday, 7:30 a.m. to 5:00 p.m. Pacific time, excluding state holidays.
The top of your return or form (See number 1 below)