Articles

How to File a Schedule A


[music] In this video, we will show you how to file a Schedule A. Of course, all of this information is confidential
as you go through this process. Schedule A is for the allocation of District Taxes. The schedule below populates the districts for your registered California locations… as well as any districts you added from
the previous reporting period… that were not subject to any rate changes. In this example, we will demonstrate how to complete the District Tax Schedule using the table below. “Taxable transactions to be allocated below”
can be found here. In our example, we have one registered location for the City of Sacramento, which is pre-populated. We will enter the taxable amount. If you need to add additional district
tax areas to the schedule… click on the empty box below the
“County and “City” headers… and select from a drop-down menu. In this example, we made sales in the City of Elk Grove, which is in Sacramento County. We will start by selecting the County “Sacramento.” We will then select the City. As you can see, Elk Grove is not listed. This means there is no additional District Tax. In this case, we will select “County Unincorporated.” If the County or County Unincorporated is not listed, then it may indicate there is not a District Tax. You will want to put the taxable
sales under the line item… “Transactions subject to only the state rate of 7.25%.” The “Remaining amount to be allocated” will need
to be “0” before continuing to the next page. Please review the schedule to ensure accuracy. Once finished, select “Next.” For those on a more frequent filing basis, such as quarterly or quarterly pre-pay… You have an option to upload the Schedule A. For more information, please refer to our video “How to File Schedule A Using the Upload Feature.” If you have additional questions
regarding the Schedule A… Please call the CDTFA’s Customer Service Center at 1-800-400-7115.

Leave a Reply

Your email address will not be published. Required fields are marked *