Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

States

California e-file setup

Enter or select data for each field in the following groups of data:

File creation

Field
Entry
Generate Electronic Filing Tax Return
Select to generate Electronic Tax Return.
Generate as Amended Return
Select to create electronic tax return as an amended return.

Business representative

Field
Entry
First Name
Enter the first name of the person for state to contact as business representative.
Last Name
Enter the last name of the person for state to contact as business representative.
Title
Enter the title of the person for state to contact as business representative.

Originator information

Field
Entry
Originator Type
This indicates the type of filer for which you are filing. Select the appropriate filer.
  • Online Filer
  • Financial Agent
  • Large Taxpayer
The default is
Online Filer
.
Electronic Filing ID (EFIN)
Enter your Electronic Filing Identification Number.

Return type

Field
Entry
Filing Status
Select the appropriate filing status.
  • Filing Only - if you pay by ACH Credit, EFT, or if you do not owe tax.
  • Filing with payment - if you pay by ACH Debit and you are filing a payment with your return.
The default is
Filing Only
.

Contact information

Field
Entry
Contact Name
Enter the name of the person to contact for resolving any questions or problems with the electronic filing.
Contact Email Address
Enter the email address of the person to contact for resolving any questions or problems with the electronic filing.
Contact Phone Number
Enter the phone number of the person to contact for resolving any questions or problems with the electronic filing.

Business address

Optional - Enter business address information for first and second address locations.

Payment information

Field
Entry
Financial institution is outside the territorial jurisdiction of the United States
Select whether the financial institution for payment is outside (Yes) or inside (No) the territorial jurisdiction of the United States. The default is No.
Account Type
If filing with Payment, select the appropriate account type.
  • Checking
  • Savings
The default is Checking.
Bank Routing/Transit Number
If filing option selected is Filing with payment and paying by ACH Debit, enter your 9-digit bank routing/transit number, which includes a check digit.
Bank Account Number
If filing option selected is Filing with payment and paying by ACH Debit, enter your bank account number that state is to debit for your tax payment.
Account Holder Name
Enter account holder name.
Account Holder Type
Select the appropriate bank account type:
  • Business
  • Personal
The default is Business.
Payment Request Date Automation
The software will compute the Payment Request Date automatically each month by your selection of one of these options. The payment request date will compute equal to the return due date (e.g., the 31st of each month) or the day of the month you specify. The Payment Request Date is MANDATORY if you pay by ACH Debit. The actual date is computed or entered on the Basic Information screen of the tax return.

This article applies to:

  • PRODUCT: ONESOURCE Indirect Tax,ONESOURCE Sales and Use Tax Compliance
  • State: California
  • Subject: e-file,Setup