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Can I delegate access to an employee to access my portal on my behalf? Once a business owner or third party has gained access to the account s , they will have the ability to grant access to secondary users without any additional security code requirements.

An email address is required, and you will be prompted to create a username for the secondary user. Based on the access level granted, the secondary user may be able to perform tasks, such as: filing returns, making payments, updating address, etc.

If you cancel your user logon at any time, all associated secondary user logons will also be cancelled. How do I create a Secondary logon? I am a tax preparer and don't have the link to add a Secondary logon. How do I get it? As a Secondary user, I received an email to create a password and it expired. How do I reset it and create my password? The e-mail will need to be resent. Will my password expire? Can I change my username?

What if I am locked out? Upon proper verification, a representative can assist you. Can I modify my tax preparer's online access to my account? Is there a limit to how many usernames that can have access to a given account? No, there is not a limit to the number of usernames that can have access to an account. But, owners should regularly check their access and delete any users who should no longer have access. How many usernames can an individual have?

Usernames are assigned at an individual level and Individuals should only have one username. Usernames can have access to an unlimited number of accounts. I cannot print because my browser says it is blocking a pop up? What if I receive an error message when I select the excel template link when filing online? Can I amend a return online?

Yes, depending on your access type and the filing period, you can amend a return online by logging in with a username and password. Some filing periods that were due prior to your account transitioning to our new online services may not be amended online. Can I file a request for relief from penalty or interest online? Yes, depending on your access type, you can file the request online by logging in with a username and password. I saved a return and am unable to retrieve it. What do I do?

If you do not have a confirmation code to retrieve your saved request and do not have a username and password, please call the Customer Service Center at CRS Monday through Friday from a. If you have a username and password, you can obtain your saved return from the Submissions tab. How long will my draft return in progress be saved? Can I save a registration that has not yet been completed? Yes, select Save Draft located on the bottom left-hand corner.

Be sure to notate the Confirmation code. How long will my incomplete registration be saved? If you do not have a confirmation code or are unable to access your saved registration, please call the Customer Service Center at Will the new system have a new bank account for ACH credit payments?

ACH Credit payments for accounts moved to the new system must contain the new bank account number and routing number shown below:. In addition, any payments made to the new bank account prior to your account transitioning to the new system will be returned and will be subject to penalty and interest charges.

What if I have an ACH debit block on my bank account? The Company Identification Number is a digit number used to identify an originator of the transaction. Are there new tax type codes for making payments? Yes, new tax type codes have been added for payments made through a third party. Please review this list prior to making an electronic payment through a third party to ensure you select the correct tax type code. If you are making a payment directly through the CDTFA's online services, you will not need a tax type code.

Can I save my banking information? To see and learn more about the new system, please visit our Resources page. What is online registration? Driver's License, Non-U. Passport Card, U. Passport, or U. ABC Certificate of Compliance.

Projected monthly sales Projected monthly taxable sales Products to be sold. Operation Number. File online by logging in to our secure site using your username and password File your return now Who can file online? Taxpayers ready to make a payment or prepayment may log in here on our secure site. Make a Payment or Prepayment Make a Payment We offer convenient payment methods for those with current and past due liabilities.

Who can pay online? Pay Directly from Your Bank Account This option allows funds to be electronically withdrawn from your bank account using your bank routing number and your bank account number. Pay by Credit Card Please note that a service fee of 2.

Log in to make your EFT payment and file your return in one transaction. Pay by Check or Money Order If you prefer to pay by sending us a check or money order instead of paying through our online system, there is an option to print a payment voucher after you file your return. We recommend all checks and money orders be mailed with a payment voucher. Air Die Grinders View All. Air Impact Wrenches View All.

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