Clients and staff

The Sales Tax Return worksheet is for clients and staff

Sign in with your TaxTraks portal account to open the return.

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.

  • The full CDTFA return: Sections A and B, Sections C and D partial exemptions, the additional state tax on clear diesel, and the credit block down to net tax.
  • Bradley-Burns local allocation by place of sale, and district allocation by district and rate.
  • A live reconciliation that tells you whether the schedules still tie back to the return, to the cent.

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