• How to Make a Prepayment Without a Username & Password
    Articles,  Blog

    How to Make a Prepayment Without a Username & Password

    [Music] In this video, we will show you how to make a prepayment if you have not created a username and password. To sign up for a username and password, please refer to our logging in videos. We protect all of your confidential information throughout the filing process. First go to the website CDTFA.CA.GOV and at the top right click on login. That will take you to the taxpayer online services portal. To make a prepayment for a sales and use tax or motor vehicle fuel account locate the type of account for which you want to make a payment, and then click the file, pay and view link above…

  • Introduction – Making Sales in California
    Articles,  Blog

    Introduction – Making Sales in California

    Hi, I’m Greg. And I’m Donna. We’re from the California Department of Tax and Fee Administration. Welcome to the “Making Sales in California” video series. We created this series to supply you with information and resources to help make tax compliance easy and as efficient as possible. No matter where you live or what your business is, paying your taxes is a necessary part of your business operation. We recognize that your time has tremendous value to you and your business. In this series we’ll cover: how to get your business registered with the CDTFA, what records you should keep, how to use a resale certificate, what is taxable and…

  • How to File a Distilled Spirits Tax Return
    Articles,  Blog

    How to File a Distilled Spirits Tax Return

    [Music] In this video, we will show you how to file a Distilled Spirits Tax return. We protect all of your confidential information throughout the filing process. First, go the website CDTFA.CA.GOV, and at the top click on “Login.” This will take you to the Online Services Portal. In order to file a Distilled Spirits Tax return, you must login with a username and password. If you do not have a Username and Password and need assistance, please watch our tutorials online. The next step is to identify the account type for which you are filing, In this example, we are filing a return for a Distilled Spirits Manufacturer/Importer account,…

  • How to File a Beer Manufacturer Tax Return
    Articles,  Blog

    How to File a Beer Manufacturer Tax Return

    In this video, we will show you how to file a Beer Manufacturer Tax Return. We protect all the confidential information you provide to us. First, go to the website, CDTFA.CA.GOV, and at the top click on “Login.” That will take you to the Online Services Portal. To file a Beer Manufacturer Tax return, you must login with a username and password. For assistance with creating a username and password, please watch our tutorials online. On this screen, you will see a list of available tax and fee programs. In this example, we are filing a Beer Manufacturer return, which is under the Alcoholic Beverage tax. Click on the File,…

  • Relief Requests
    Articles,  Blog

    Relief Requests

    Sometimes there are circumstances beyond your control. And when the unexpected happens the California Department of Tax and Fee Administration is ready to work with you. Contact Us! We’ve made it easy with Relief Requests. We offer this service so you can request relief from penalties, interest, or the collection cost recovery fee. You can also ask for an extension and relief due to a disaster. To get started, visit our website at CDTFA.CA.GOV and click the login button. Or stop by one of our field offices where you can get in-person support from our helpful staff. We understand the unexpected can happen and when it does the CDTFA is…

  • How To Print A Seller’s Permit
    Articles,  Blog

    How To Print A Seller’s Permit

    [Music] In this video, we’re going to show you how to print a seller’s permit. We protect all the confidential information that you provide to us. To begin the process, first go to the website cdtfa.ca.gov and at the top click on login. That will take you to the online services portal. In order to print a seller’s permit, you must log in with a username and password. If you do not have a username and password and need assistance, please watch our tutorials online. The next step is to identify the account type for which you would like to print a permit. In this example we are printing a…

  • How to Retrieve a Saved Return Using Limited Access [Español]
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    How to Retrieve a Saved Return Using Limited Access [Español]

    En este video, le mostraremos cómo recuperar una declaración guardada utilizando Limited Access Code (código de acceso limitado), anteriormente conocido como Express Login Toda su información confidencial se encuentra debidamente protegida durante el proceso de declaración Comenzaremos con un recordatorio de que los usuarios de acceso limitado pueden guardar su progreso en cualquier momento. Aquí le mostramos cómo hacerlo. Haga clic en “Save Draft” (Guardar borrador). Ingrese su correo electrónico y luego ingréselo nuevamente para confirmarlo. La página de confirmación le mostrará su correo electrónico y un código de confirmación. Le recomendamos que imprima esta página porque necesitará la información para recuperar su declaración. Antes de cerrar su navegador, haga…

  • Keeping Records – Making Sales In California
    Articles,  Blog

    Keeping Records – Making Sales In California

    [music] Hi, I’m Donna. Welcome to “Keeping Records.” As a business owner selling, leasing, or using personal property in California, you are required by law to keep complete and accurate records. These records are necessary to determine the correct amount of tax you owe. It is also required that the records be available to review. Some examples of sales records that you’re required to keep include sales invoices, cash register tapes, point of sale records, sales journals, general ledgers, and bank statements. If you make non-taxable sales, you must keep records to establish that they are not subject to tax. Some examples of these records include resale and exemption certificates,…

  • How to Navigate to Filing a Return Using a Limited Access/Express Login Code
    Articles,  Blog

    How to Navigate to Filing a Return Using a Limited Access/Express Login Code

    In this video we will show you how to navigate to file a return using Limited Access Code, formerly known as Express Login. Of course, all this information is confidential as you go through this process. First, go to the website CDTFA.CA.GOV and at the top click on Login. That will take you to the Taxpayer Online Services Portal where you’ll see the File a Return heading. In this case, we’ll click Sales and Use Tax return which will take us to the CDTFA Online Services page. There are two ways you can file a return: click the File a Return blue button, or under the heading Limited Access Functions,…

  • Articles

    How To Make A Prepayment Using A Limited Access Code

    In this video we will show you how to make a prepayment using your Limited Access Code, formerly Express Login. Of course, all this information is confidential as you go through this process. First go to the website, CDTFA.CA.GOV, and at the top right, click on “Login.” That will take you to the “Taxpayer Online Services Portal.” We will go down to “Make a Payment,” then click on the link that says, “Pay Sales and Use Tax, Returns, Prepayments, or Billings.” That will take you to our new Online Services page where there are two ways to make a prepayment using your Express Login. You can click the “Prepayment” blue…