What do I need to enroll in AutoFile for California?

Enroll in California AutoFile

To enroll in AutoFile for California, you'll need the details listed below:

California AutoFile Enrollment FAQ

What's my Payment schedule?

  • This is the filing frequency assigned to you by the CDTFA
  • For California, it will either be quarterly, quarterly prepay, semi-annual, fiscal annual or annual.
  • If you're not sure of this detail for your account, you can contact the CDTFA to ask them to confirm this detail for your account. (Their contact details are here.)

What's my State Registered Business Name?

  • This is the name you provided to the state when you registered your business. 
  • It should be listed on your sales tax license.

What's my CA Sales & Use Tax ID?

  • This is the 8 or 9 digit Account Number the state assigned to your business. (Also known as your Account Number.)

What's my Limited Access Code?

  • According to the state, our California Limited Access Code is the same as your previous BOE Express Login code.
  • If you're not sure of this detail for your account, you can contact the CDTFA to ask them to confirm this detail for your account. (Their contact details are here.)

CDTFA Limited Access Code

What's my CDTFA Third Party Access Security Code?

Still need help? Contact Us Contact Us