Sales and Use Tax Electronic Filing - EFile Registration Help

Registration
  1. Business Owner
  2. Authorized User
  3. Registration Information Required for an Authorized User
  4. Name
  5. Express Login Code

Registration

  1. Business Owner

A business owner is an owner, co-owner, partner or corporate officer of a company. A business owner may be related to any of the following ownership types:

  • Sole Proprietor
  • Partner
  • Husband or Wife in a Co-Ownership
  • Registered Domestic Partner
  • Beneficiary (Unincorporated Business Organization Only)
  • Trustee (Unincorporated Business Organization Only)
  • General Partner (Limited Partnership & Limited Liability Partnership)
  • President
  • Vice President
  • Secretary
  • Treasurer
  • Executor/Executrix
  • Receiver
  • Trustee
  • Manager (Limited Liability Company Only)
  • Member (Limited Liability Company Only)

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  1. Authorized User

An authorized user can be a bookkeeper, CPA, employee or anyone the business owner grants permission to E-file a return on their behalf.
The business owner of the account must contact the Board of Equalization to add an authorized user to the account. Registration information is required to become an authorized user.

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  1. Registration Information Required for an Authorized User
    • Relationship to the account
    • Full Name
    • Company Name
    • Address
    • City, State, Zip
    • Telephone Number

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  1. Name

    Enter your name as registered with the BOE. Do not enter the corporate, partnership, LLC or other business entity name in this field. If you are not an owner and are trying to register as an E-Client with the BOE, please call our customer service representatives at 800-400-7115, Monday through Friday, 8:00 a.m. to 5:00 p.m. Pacific Time, excluding state holidays for assistance.

    Corporate officers of businesses registered with the BOE prior to 1999 may encounter difficulty trying to register as an E-Client. Please contact your local BOE office to determine if your account requires updated corporate officer information. You will be unable to register as an E-Client until your information is received and the BOE updates your account. Until then, you can use the Express Login option to e-file your sales and use tax returns and/or prepayments.

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  1. Express Login Code

    The Express Login Code is a unique eight digit alphanumeric code. This code can be located or obtained from the following sources:

    • Correspondence received from the BOE
    • Contacting our customer service representatives at 800-400-7115, Monday through Friday, 8:00 a.m. to 5:00 p.m. Pacific Time, excluding state holidays.
    • The top of your return or form (See number 1 below)

This image shows the top of a return marking where to locate your eight digit alphanumeric code


This image shows the top of a return marking where to locate your eight digit alphanumeric code

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