California: 3rd-Party Setup

Provide Taxually with the following information to complete your Onboarding

Required Information

We will need the following information from you:

1. Account ID

2. Security Code

Step 1: Provide Your CDTFA Account ID

• Log in to CDTFA

• Locate your Sales and Use Tax account listed on the Accounts tab

  • Enter the 9-digit Account ID (format 123-123456)

What happens next

• Once you provide your Account ID, Taxually will submit an online access request to California on your behalf.

• California will then mail a letter with a Security Code to your business address. It typically arrives in 7–10 business days.

• Taxually will let you know when the request has been submitted and when to expect the letter. Please keep an eye out for it.

Step 2: Share Mailed Security Code:

• When you receive the CA letter in the mail, please provide Taxually with the alphanumeric Security Code.

What happens next

• Taxually will complete third party access using the Security Code you provided

• Taxually will confirm if the access is successful or contact you if they require additional information.

Need help?

We are here to support you! Please contact us