CA States

Action Required: How to Update your California Sales Tax Account, May 2018

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.

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.

how to update California sales tax info

  • 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.

Important note: As of the date of this post, we are currently busy updating TaxJar to connect with California’s new filing system. This means TaxJar users are currently unable to update their California AutoFile enrollments with the new code. If you are currently enrolled in California AutoFile, be on the lookout for an email from TaxJar when it’s time to update your California AutoFile enrollment!

You can always see the status of TaxJar AutoFile enrollment in every state here.

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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