Alcoholic Beverage Tax Online Filing
The CDTFA has developed Excel templates for several alcoholic beverage tax forms. For instructions for completing alcoholic beverage tax return supplemental reports, please see CDTFA-810-ATE, Instructions for Preparing Alcoholic Beverage Tax Supplemental Reports.
Important Note: If you receive an error message when opening your template using our Online Services system, you may click “Yes” to open or switch your internet browser to Google Chrome to open the template and avoid this error message.
Online Filing – Downloadable Excel Templates
- The applicable Excel templates are available when you log in to file your return or report online.
- Download the applicable Excel template(s) when you log in to file your return or report online.
- Read the Template Instructions tab, before completing the supplemental report.
- Save the Excel file to your computer once you complete it. We recommend saving the file to your desktop or designated file/folder. If you are using an Apple computer, you will need to save the file in Numbers then Export To as an Excel file.
- Go back to the Online Services Initial Questions screen and click the Upload Report button on the right-hand side of the screen, to bring up the dialog box.
- Click the Choose File button in the dialog box to find the saved file on your desktop or designated file/folder.
- Click the Upload button in the dialog box to populate your template entries.
- Check out our online services webpage and select the Tutorials tab to view our “How To” videos.
Note: This functionality may not be available for Apple products. If you are unable to upload your workbook, complete your form/report online and submit your completed return by the required due date.
|Alcoholic Beverage Tax Form||Associated Return/Report||Excel Template
Periods July 2019 and prior
Periods August 2019 and after
for Reporting Periods November
2020 and after
|CDTFA-217 Common Carrier's Report of Delivery||N/A||N/A||CDTFA-217-Template||N/A|
|CDTFA-240-A Distilled Spirits Received From Own Bottling Department||CDTFA-501-DS, Distilled Spirits Return||N/A||CDTFA-501-DS-Template||N/A|
|CDTFA-241-A Distilled Spirits Purchased or Received from Other Licensees in California||CDTFA-501-DS, Distilled Spirits Return||N/A||CDTFA-501-DS-Template||N/A|
|CDTFA-242-A Distilled Spirits Imported into California||CDTFA-501-DS, Distilled Spirits Return||N/A||CDTFA-501-DS-Template||N/A|
|CDTFA-243-B Claim for Distilled Spirits Excise Tax Exemption on Sale or Delivery to Other Licensees in California||CDTFA-501-DS, Distilled Spirits Return||N/A||CDTFA-501-DS-Template||N/A|
|CDTFA-244-B Claim for Excise Tax Exemption on Distilled Spirits Exported or Sold to Common Carriers and/or Armed Forces Instrumentalities||CDTFA-501-DS, Distilled Spirits Return||N/A||CDTFA-501-DS-Template||N/A|
|CDTFA-269-BM Beer Imported into California Report||CDTFA-501-BM, Beer Manufacturer Return||N/A||CDTFA-269-BM-Template||N/A|
|CDTFA-269-BW Beer and Wine Imported into California Report||CDTFA-501-BW, Beer & Wine Importer Return||N/A||CDTFA-269-BW-Template||N/A|
|CDTFA-269-WG Wine Imported into California Report||CDTFA-501-WG, Winegrower Return||N/A||CDTFA-269-WG-Template||N/A|
|CDTFA-1056 Vendor's Report of Beer Shipments Into California||N/A||CDTFA-1056-v1-Template||CDTFA-1056-v2-Template||N/A|
|CDTFA-1096 Customs Broker's Report of Transactions||N/A||N/A||CDTFA-1096-Template||N/A|
|CDTFA-506-PW Public Warehouse Distilled Spirits Inventory Report||N/A||N/A||N/A||CDTFA-506-PW Template|