CA States

Action Required: How to Update your California Sales Tax Account

by Jennifer Dunn

how to update your sales and use tax login with California Department of Tax and Fee Administration

The California Department of Tax and Fee Administration (CDTFA) is in the process of modernizing their online sales tax filing system. Beginning May 7, 2018, sales and use tax accounts will be moved to the CDTFA’s new online system.

Many TaxJar customers have received email notification of this change, and we’ve had questions from TaxJar customers rightfully concerned about whether these requests are legitimate or some sort of phishing attempt. Rest assured, California really is updating their system, and all online sellers who currently file and pay California sales and use tax online should follow the instructions to update your login details.

Also, if you use TaxJar to AutoFile your sales tax returns, you will need to take a vital extra step.

Here’s what you need to know:

How to Update Your California Sales Tax Account

If you have previously filed and paid sales tax online through California’s online portal, your current User ID and Password will not be valid in the new system. We recommend updating your new login details as soon as possible because you will be required to wait 7-10 days for a mailed login code.

Here’s a video guide to setting up a new California login:

And here are the written instructions:

How to change California sales tax filing user info

  • Scroll down and click the gray “View Accounts” button under the “View or Manage Your Accounts” heading.

how to update California sales tax login info

  • On the next page, click on “Sign Up Now.”

how to update California sales tax info

  • Over the next two pages, you will be prompted to enter your identifying information and request a security code. Keep in mind that only the account owner (not a 3rd party, employee, etc.) can request the necessary information.
how to update California sales tax info

Only the account owner can update this information

  • Please request a security code and allow seven to ten (7-10) business days for the code to be delivered to your business mailing address.

how to update California sales tax info

Once you receive your security code, you will return to www.cdtfa.ca.gov and repeat the steps above to set up a new Username and Password and access your account. Here are the steps to enter your new code:

  • Return to www.cdtfa.ca.gov
  • Click the Login button.
  • Scroll down and click the gray “View Accounts” button under the “View or Manage Your Accounts” heading.
  • On the next page, click on “Sign Up Now.”
  • You will be prompted to enter your security code.

how to update California sales tax info

From there, you should be all set to continue filing your California sales and use tax returns online.

One Additional Step for TaxJar AutoFilers


If you use TaxJar to AutoFile your California sales tax return, there will be an extra step once you have received your new code from the CDTFA.

  • First, wait to receive a second mailed letter from the CDTFA. This letter will look like the example below, and will state that Mark Faggiano (CEO of TaxJar) has requested 3rd party account access. This is the access we need in order to AutoFile your sales tax return. (Warning: Your personal security code from the CDTFA will not work here. This has to be the 3rd party access security code requested by TaxJar.)

Letter to allow TaxJar access to your California sales tax account

  • Please login to TaxJar to update your California AutoFile enrollment form with the new CDTFA third party access security code in the State Details section of the enrollment form:

How to Update your TaxJar AutoFile with new California 3rd party security code

  • Click the Green “Continue” button at the bottom of the screen until you reach the last section of the form:

  • When you reach the last section, click the green “Save California Enrollment” button to submit your new details for review by our Filing Team:

Save California Enrollment

  • Your Dashboard will now say that your CA AutoFile enrollment is “Pending,” which means your updates are in the queue for our Filing Team to confirm the new details are accurate.
  • This typically takes a few business days to process, though it may take a bit longer due to the volume of California enrollments that need to be reviewed again.

pending review

  • After your enrollment has been reviewed and confirmed by our Filing Team, you’ll receive an email confirmation that you are now enrolled in AutoFile for California (again).
  • Once you receive that email, your CA enrollment update will be complete!

I hope this post has helped you update your login credentials with the California Department of Tax and Fee Administration (CDTFA). If you have any questions or comments, start the conversation below or in our Sales Tax for eCommerce Sellers Facebook Group.

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