Clients and staff

The district rate table is for clients and staff

Every California district tax rate with the dates it applies between, kept in step with CDTFA Schedule A2.

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.

  • Every district, its STJ code, its rate, and the dates that rate runs between.
  • Downloadable as the CSV the office already works from.
  • The district schedule checks a filed return against it and flags any rate that disagrees.

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.

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