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.
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.
- Phone (530) 592-5046
- Email info@taxtraks.net
- Hours Monday - Friday, 8:00 AM - 5:00 PM PT