Set up your California filing

When setting up your California return, you'll need to provide the following information.

If you're unsure about any of this information, check your state seller's permit certificate or call the California Department of Tax and Fee Administration at 800-400-7115 (press 1 for English, 1 for Sales & Use Tax, choose your question/issue and get to a representative, or press 8 to repeat the options.

Do you have a physical presence in California?

Physical presence may include: an office, storefront, employee, salesperson, contractor, warehouse, inventory, or trade show attendance.

  • If you answer YES, you'll be asked how many physical locations you have. You’ll then be asked to provide the address for your in-state physical location.
    • Note: TaxJar only supports users who have a single physical location in the state of California.

Your California tax account details

You'll need your sales tax registration information, which was provided to you by the state when you received your sales tax permit.

State Sales and Use Tax ID

This is the 8 or 9 digit number the state assigned to your business.

Tax filing frequency

Select the filing frequency assigned to you by the state.

You'll then see the first tax return we expect to file for you, based on the current date and the filing frequency you selected.

Review and submit

Take a moment to review your filing application. Once you've confirmed that all information is correct, click Submit.

Then: Enter your CDTFA Third Party Access Security Code

After you complete your filing application, you’ll receive a security code in the mail 7-10 days after you set up your California filing. Return to the Tax Dashboard and enter the code to authorize TaxJar to access your California tax account.

What to expect next

After you enter your CDTFA Third Party Access Security Code, here's what happens next:

  • Under review: Within a few days, TaxJar will review your submission for accuracy and process your application.
    • IMPORTANT: Your TaxJar account is created using the email address associated with your Stripe account, so if the TaxJar team needs to contact you, this is the email address we use by default. (Follow these instructions if you want to change this email address within your TaxJar account).
  • Automatic filing enabled: After access is confirmed, TaxJar will process your application. Then you'll be ready to file.
  • File your first tax return: TaxJar will email you at the beginning of each filing period to review your return before it's submitted.