BOE-file - Frequently Asked Questions (FAQ)

  1. What is BOE-file?
  2. Is there a cost to BOE-file?
  3. How do I use BOE-file?
  4. How do I register as an eClient?
  5. Do I have to register to use BOE-file?
  6. Where can I find my Express Login code?
  7. Can someone else efile for me using BOE-file?
  8. How do I remove an eClient from my account?
  9. As an eClient can I efile for more than one account?
  10. What if I forget my User ID?
  11. How do I change my User ID?
  12. What if I forget my password?
  13. How do I change my password?
  14. Why does BOE ask for my personal email address and a business email address?
  15. How do I change my personal email address?
  16. How do I change my business email address?
  17. What if I need help while I am efiling?
  18. Do I have to enable pop-ups when efiling?
  19. Is my information saved if I log off, timeout, or experience technical difficulties before completing my efiling?
  20. What should I do if the system times out and/or logs me off?
  21. What happens if the BOE-file system is unavailable on my filing due date?
  22. Are my return and payment information secure?
  23. What are the minimum browser requirements for using BOE-file?
  24. What payment options are available through BOE-file?
  25. Where do I mail my check if I don’t print or I lose my payment voucher?
  26. How do I confirm my return was received by the BOE?
  27. How can I access or reprint my confirmation page?
  28. How can I get a copy of a previously filed electronic return?
  29. Can I cancel my completed efiled return and begin a new filing?
  30. Can I efile delinquent returns?

  1. What is BOE-file?

    BOE-file is the Board of Equalization’s (BOE) free electronic filing (efiling) system that enables taxpayers to use the Internet to file a California sales and use tax return and make payment for amounts due.

  2. Is there a cost to BOE-file?

    No, there is no cost to use BOE-file.

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  3. How do I use BOE-file?

    There are two login methods for BOE-file, choose what’s best for you:

    eClient Login - Enjoy the benefits of becoming an eClient:

    • eFile your return or prepayment
    • View prior BOE-filed returns
    • Personalize your own User ID and Password
    • Receive email reminders of approaching due dates
    • Change your business email address online

    After you have registered as an eClient, login to BOE-file with your User ID and Password.

    You can register yourself as an eClient if you are registered with the BOE as a business owner. If you are an accountant, tax professional or employee, you must have the taxpayer on the account call the BOE at 800-400-7115 and add you as an eClient for the account.

    Express Login - Directly efile a return or prepayment:

    • Enter the account number and
    • Enter the eight character code found on correspondence received from the BOE.

    Since there is no registration with Express Login, it is quick, easy and convenient to use when you’re in a hurry or having someone efile your return for you.

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  4. How do I register as an eClient?

    You can register as an eClient with BOE-file by clicking on the efile logo on the BOE’s home page. Click on Register as an eClient. Enter the following information:

    • Account number
    • Express Login Code (your unique eight character code, for instance, a123456b)
    • Your full name as registered with the BOE. (Not the company name)

    Next, you will be able to select your own personal User ID and password.

    If you are the business owner (as listed with the BOE) you can register yourself as an eClient. To authorize someone else to be registered as an eClient on your account, just call the BOE at 800-400-7115 during regular business hours.

  5. Do I have to register to use BOE-file?

    No, the Express Login feature allows you to go straight to efiling a return with BOE-file with just the Express Login code and account number.

  6. Where can I find my Express Login code?

    Your Express Login code is an eight character code (for instance, a234567b) found on correspondence you receive from the BOE. You may also call the BOE at 800-400-7115 during regular business hours.

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  7. Can someone else efile for me using BOE-file?

    Yes, you have two choices if you would like your accountant, tax professional, employee, or someone else to efile for you.

    • Express Login - provide them with your account number and the eight character Express Login code.
    • eClient - Call the BOE at 800-400-7115 during regular business hours to create an eClient for the designated filer. We can then add permission for them to efile for your account.
  8. How do I remove an eClient from my account?

    Call the BOE at 800-400-7115 during regular business hours to remove an eClient for your account.

  9. As an eClient can I efile for more than one account?

    Yes, an eClient can file for more than one account. You can register yourself as an eClient for any account where you are listed as an owner. If you are an owner of multiple businesses, you can only register as an eClient once. To manage other accounts where you are listed as an owner, log in with your User ID and Password and select "Link an Account" and enter the account number and express login code.

    To efile for accounts where you are not part of the ownership chain (CPA, Bookkeeper, etc.), you can request to efile for an account by calling 800-400-7115 or by submitting form BOE-91-A.

    Note: Completing BOE-91-A limits the user to efiling only. Other functions, such as view history, may be granted by someone in the ownership chain by submitting form BOE-91-B.

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  10. What if I forget my User ID?

    You must contact the BOE at 800-400-7115 during regular business hours. For security reasons you will be required to provide authentication information.

  11. How do I change my User ID?

    Login to BOE-file, select "User Maintenance". Enter your new User ID in the appropriate box and click "submit".

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  12. What if I forget my password?

    Click "Forgot password?" Enter your User ID. Answer your forgotten password question. A new default password will be sent to your personal email address. Click the link in the email and login to BOE-file using your User ID and the default password that was emailed to you. You will be required to enter a new personalized password.

  13. How do I change my password?

    After logging into BOE-file, select "User Maintenance". Enter your new password in the appropriate box. You will be required to enter your new password twice. Then click "submit".

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  14. Why does BOE ask for my personal email address and a business email address?

    Your personal email address is used to contact you regarding your eClient information, (i.e., sending you a new password). Your business email address is used to send reminders of approaching tax due dates and important tax information regarding your account.

  15. How do I change my personal email address?

    After logging into BOE-file, select "User Maintenance". Enter your new email address and submit.

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  16. How do I change my business email address?

    After logging into BOE-file, select "Maintain Your Sales and Use Tax Account". Enter your new email address and submit.

  17. What if I need help while I am efiling?

    Online help is available while you are completing your return or prepayment.
    Just click on the question mark while filing your return or prepayment for additional information.

    Contact the BOE at 800-400-7115 during regular business hours.

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  18. Do I have to enable pop-ups when efiling?

    To ensure proper functionality of the BOE-file system, you must allow pop-ups.

  19. Is my information saved if I log off, timeout, or experience technical difficulties before completing my efiling?

    Yes, the BOE-file system automatically saves a working copy if you are logged off the system prior to completing your filing. When you log back in, you will be able to choose to continue where you left off or to delete the working version and start a new return.

  20. What should I do if the system times out and/or logs me off?

    You may be logged off the BOE-file system after successfully logging in for the following reasons:

    Timeout - The BOE-file system will timeout and log you off if the efile session has been idle for approximately 30 minutes. A working version is automatically saved if you are logged off the system prior to completing your filing. Simply log back in and you will be able to choose to continue where you left off or to delete the working version and start a new return.

    Cookies - If you are logged off immediately after logging on, try temporarily turning your cookies setting on your browser to either medium or low.

    Dynamic IP address - If your Internet Service Provider (ISP) assigns multiple IP addresses during a single session, the BOE-file system will not recognize that a current session exists and will display the login page. This happens infrequently. In this case, consult your IT staff or ISP to resolve the issue, use a different PC not connected to the internet via the same ISP, or use a computer that has a static IP.

  21. What happens if the BOE-file system is unavailable on my filing due date?

    You are still responsible for filing a return and submitting payment for tax due. A paper return may be filed if electronic filing is not available on the filing due date. However, the paper return must be postmarked by the return due date to be considered timely.

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  22. Are my return and payment information secure?

    Yes, the BOE uses the latest hardware and software security to ensure the safety and security of taxpayer information.

  23. What are the minimum browser requirements for using BOE-file?

    Internet Explorer 6.0, 7.0, Firefox 1.5.0.3, 2.0, Safari 2.0.3, Netscape 8.0.4 and Opera 8.51.

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  24. What payment options are available through BOE-file?

    Three easy and convenient payment options are available through BOE-file.

    E-Check (Debit) - Enter your banking information to transfer your payment to the BOE. Payments may be held for any banking day you select up to the due date of the return or prepayment.

    Credit Card - To pay by credit card you will be directed to our third party vendor, Official Payments Corporation (OPC). American Express, Discover, MasterCard and Visa are accepted. Please note that a service fee of 2.3% of the transaction amount will be charged by (OPC). This fee is not revenue to the BOE. After paying by credit card, be sure to click "continue" to be routed back to BOE-file to complete your return filing.

    Paper Check – Choose this option to print out a payment voucher to mail in with your paper check. The payment voucher will print after the confirmation page and will only be available to print one time.

  25. Where do I mail my check if I don’t print or I lose my payment voucher?

    If you choose to make your payment for taxes due by paper check, a payment voucher is available immediately after efiling your return or prepayment. However, if you log off before printing or lose the voucher you can mail your check to the address below. Make your check or money order payable to the Board of Equalization. Write your BOE account number and return filing period on your check or money order.

    Board of Equalization
    PO Box 942879
    Sacramento CA 94279-3535

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  26. How do I confirm my return was received by the BOE?

    You will receive a confirmation number immediately upon efiling your return. You can print this page for your records. eClients can also access this page again online.

  27. How can I reprint my confirmation page?

    Registered eClients can reprint a confirmation page. After logging in to BOE-file, select "View BOE-file History" from the Electronic Services Main Menu. You will be able to view and reprint all the returns or prepayments you have efiled through BOE-file.

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  28. How can I get a copy of a previously filed electronic return?

    You must register or login as an eClient to view and print your previously filed electronic returns and/or prepayments. From the Account Services Menu, select "View History" and you will be able to view and print the returns and/or prepayments you have electronically filed.

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  29. Can I cancel my completed efiled return and begin a new filing?

    You may be able to cancel your efiled return on the same day of the transaction. You must contact the BOE at 800-400-7115 during regular business hours. If your return is not available to cancel you will need to complete an amended return via paper which can be downloaded on the BOE website.

  30. Can I efile delinquent returns?

    Yes, you can efile delinquent returns.

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