California: CDTFA Third Party Access Security Code

FAQs:

Why do I need this code to enroll in AutoFile for California?
  • TaxJar needs third party access to your CDTFA account to verify that we have all of the information we need to successfully AutoFile your California Sales Tax Returns.
Why can't I complete my AutoFile enrollment if I don't have a valid third party access security code?

In order to ensure AutoFile returns are filed in time to meet the state's due date, we must have your valid security code to file before AutoFile enrollment closes for the month.

For security purposes, the code is sent in a letter that the state mails to the account owner and it can take up to 2 weeks to arrive after the state sends it out to you.

  • If you attempt to enroll in AutoFile when it's likely that the mailed letter with your third party access code won't arrive before enrollment closes, you won't be able to complete your enrollment form without this detail. This means you'll need to file your returns due this month manually to ensure your account remains current with the state.
  • When AutoFile enrollment opens again, you'll be able to sign up for AutoFile from your Dashboard to have TaxJar AutoFile your future CA returns. 
I have a security code letter. How can I tell if it's the right one?
  • Your 3rd party access letter will have a unique look, and will list the name "Senica Ambers" This letter will contain a security code specific to this request and will grant File & Pay access. 
  • Instructions on how to provide the required security code will be listed directly on the letter.

Here's an example of the letter you will receive: 

I just received my 3rd party access code. How can I grant access before the code expires?

  • Your letter will have instructions to help you grant access using the code, yourself. 
  • You can follow the steps included in this letter to approve the request. 
  • Then, with access granted, you'll need to update and resubmit your AutoFile enrollment form. As we mention here, if you'd like for AutoFile to submit your sales tax return, you will need to complete enrollment by the last day of the month before your first requested return is due, (5pm ET).
  • If you prefer for our AutoFile team to complete the request from our end, you can email a copy or scan of your letter in to us at support@taxjar.com.