Clients and staff

The district tax upload tool is for clients and staff

Fill CDTFA's Schedule A upload workbook from your district sales, without typing 359 rows.

Why the sign-in

Your portal account opens it

There is no separate password for this. The account we set up for you in the client portal — the same one you use for invoices, messages and downloads — is the one that opens this page.

  • Takes CDTFA's own Schedule A template and fills it from your district sales.
  • Matches jurisdictions to CDTFA city codes and reports every one that does not match.
  • Runs entirely in your browser - neither the template nor your figures are uploaded to us.

Sign in to the portal Back to the home page

No account yet?

We set them up by hand.

There is no sign-up form — our office creates portal accounts, which is deliberate. Call or email and we will have you in the same day.

Contact us