Report into the state ’ randomness web site. View detail instructions on using TaxJar Reports to file a retort including a note on how to file when Marketplace Facilitator Tax collected Login to the California sales tax website. Login to the California Department of Tax and Fee Administration website in a separate tab.
Under the Accounts tab, click Sales and Use Tax. This will take you to your available filings. Choose the decline period and snap “ File Return ”
Answer questions – The modern system has questions that will vary by commercial enterprise. Select the adjust suffice for your business, and then click “ Next ” to proceed .
Enter your Gross Sales – Use the “ Gross Sales ” amount from your California state TaxJar composition .
Enter your Deductions or Expected Adjustments. This number is generally freight ( i.e. ship charges. ) On your California sales tax file page, this will be on your “ Deductions ” pill. Choose “ Shipping ” from the dismiss down menu, and enter the sum of “ Expected Adjustments ” on your TaxJar California state report in the box .
Choose the “Deductions” button:
then embark the sum of “ deductions ” from your California TaxJar Report state page :
View your California Schedule B report on TaxJar (if the California system prompts you to file Schedule B). To see your agenda B reputation in TaxJar, click the blue “ Schedule B ( County Tax Breakdown ) ” yellow journalism on your California State Report. Keep in heed that not every seller will be prompted to fill out Schedule B. If you aren ’ triiodothyronine, you can skip this step and the future one .
Fill out Schedule B (Remember, not all sellers will file Schedule B). The highlight column “ Amount of 1 % combined state of matter and local anesthetic tax ” ( above ) is what needs to be input in Schedule B. California requires that you round up or down to the nearest dollar come. Your TaxJar California state of matter report provides these numbers to you already rounded so wholly you have to do is enter the count shown in your California sales tax file .
When you ’ re finished, all of the taxes input should amount to 1 % of your “ sales subject to state and local anesthetic tax ” .
What if your numbers don ’ t quite match ? This can happen ascribable to rounding. Read more about how round can cause your sales tax filings to be a few cents or dollars off hera .
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View your California Schedule A report on TaxJar . Schedule A is besides known as your “ zone taxes ” form. Click “ Schedule A ( District Tax Breakdown ) ” on your California state report in TaxJar .
Fill out Schedule A. Click “ District Tax ” on the main California sales tax filing page to find Schedule A. Use the amounts from the foreground column “ Sales Subject to District Tax ” ( above ) to fill out your California Schedule A form. This time you enter the sum of sales you made, not the come of sales tax you collected. Just like with Schedule B, TaxJar has rounded these amounts improving or down to the nearest dollar sum indeed all you have to do is transfer the numbers from TaxJar to your California sales tax file .
once again, due to rounding, the numbers may be up to a few dollars off .
Note: If you see negative numbers in your TaxJar California local anesthetic report when filling out your schedule A, leave that legal power blank and add the come to “ sales to a zone without tax. ”
Detail any excess tax collected.
Check your work! once you have filled out your California sales tax filing wholly, the “ Remaining Tax Due ” at the bottom of your California sales tax file should match within a few dollars of your “ Expected Sales Tax Due ” on your TaxJar California report card .
Watch for exceptions. Some districts might be listed twice. This could be because the tax rate in that area may have changed during the taxable period. You can avoid any problems here by making indisputable that the district numbers match up on your TaxJar California state reputation and on your schedule A .
Enter Preparer Information, and then click next.
Verify the information on the summary pages.
Submit your return and then follow the instructions to pay your sales tax. Be sure to save and print a copy of your return !
Make your payment and save a copy of your receipt!
And that ’ s it ! You ’ ve used your California state report card in TaxJar to save hours filling out your California sales tax return !