Centralized Revenue Opportunity System (CROS)
What is CROS?
The Centralized Revenue Opportunity System (CROS) replaces the California Department of Tax and Fee Administration (CDTFA) legacy computer systems with an innovative customer-centered solution.
We anticipate this new solution will maximize the effectiveness of staff operations, generate additional revenue, and provide efficiencies that will benefit California businesses with:
- Expanded online services for customers.
- Providing better access to customer-centric records
- Improving program processes
- Developing a more effective case-management system
- Creating a system that is more intuitive and user-friendly
- Establishing a data warehouse
- Creating business intelligence capability
As we continue progress on the CROS solution, this section provides regular status updates with a brief description of the current phase, our most recent achievements, and the next anticipated milestone.
Project Status: Implementation – Development Phase
The CDTFA and Fast Enterprises are working to configure FAST's core product GenTax to meet California business taxpayer's needs. The first tax and fee programs, which include Sales & Use Tax, Cigarette Retailer License Fee, Covered Electronic Waste Recycling Fee, Lumber Products Assessment, California Tire Fee and Prepaid MTS Surcharge, will go live in May 2018.
The solution offered by Fast Enterprises will increase transparency by enabling taxpayers to more easily access their account information.
- The project is preparing to roll out the first tax and fee programs in May 2018.
CROS: A Customer-Centered Solution
California Businesses will benefit with:
- A single registration for multiple tax and fee programs
- Access to more information that can be used to improve business operations
- Return filing assistance which helps reduce errors
- Expanded online services with increased account maintenance capabilities, including: access to real-time account information and the ability to track and obtain correspondence with the CDTFA.
CDTFA will benefit with:
- Faster and easier implementation of new legislation or program changes
- Greater efficiencies through streamlined business processes
- Automation of manual program processes with real-time access to customer information
External Partners (Federal, State and Local) will benefit with:
- Improved access to internal CDTFA data
- Improved tools and methods for analyzing and reporting data
While IT modernization can improve compliance and collections for state revenue agencies, recent budget constraints have made it increasingly difficult to fund new IT projects. Fortunately, we are able to finance the CROS project using revenue generated by and attributed to the new system.
This compensation strategy, called Benefits-Based Contracting, has been successfully employed by the Franchise Tax Board (FTB), Employment Development Department (EDD), and multiple state revenue agencies throughout the country, including:
- South Carolina
- New Jersey
- New York
CROS Project Resources
Here you can access project documents, such as the Request for Proposal (RFP), the Special Project Report (SPR), the Feasibility Study Report (FSR), and previous Board Meeting reports from the CROS Project Director.
Request for Proposal (RFP)
The Request for Proposal contains the preliminary requirements of the CROS system and reflects our general strategy and short/long term goals for the project. The RFP serves as the CDTFA's official solicitation of bids from Technology Contractors to build the CROS system.
Approved by the Department of General Services on July 1, 2013.
Special Project Report (SPR)
A Special Project Report (SPR) was developed to realign the project schedule with the (Procurement) Key Action dates stated in the CROS RFP, Section I. The SPR established a new schedule, resource, and cost baseline for the project. The SPR was approved by the Department of Technology on February 28, 2014.
Feasibility Study Report (FSR)
The Feasibility Study Report details our initial project objectives and proposed solution to replace our antiquated legacy computer systems, the Integrated Revenue Information System (IRIS) and the Automated Compliance Management System (ACMS).
Submitted to the California Technology Agency on May 23, 2011
CROS – Frequently Asked Questions (FAQs)Open All Close All
Accounts registered for any of the following tax and fee programs will be transitioned into the new system in May 2018:
- Sales & Use Tax
- Cigarette and Tobacco Retailer's License Fee
- Lumber Products Assessment
- Prepaid Mobile Telephony Services (MTS) Surcharge
- Covered Electronic Waste Recycling (eWaste) Fee
- California Tire Fee
- Cigarette & Tobacco Internet Purchases
These accounts will be eligible to file all returns and associated schedules online. Certificate of Registration- Lender accounts and those accounts that complete a Schedule F- Detailed Allocation by City will also be able to file online.
What if my account is not scheduled to be transitioned into the new Online Services system on May 2018?
All CDTFA administered accounts will be transitioned into the new system by 2020. If you hold a account that is not scheduled to be transitioned in May 2018, you will receive notice prior to your transition date. You will continue to use the current Online Services.
No. Your account number will remain the same.
Yes, you will be able to use your existing code in the new system under the Limited Access Code links. You will have similar functionality you are accustomed to with the Limited Access Code as well as many enhancements the new system has to offer.
No. Your filing basis will remain the same.
If I want to add another selling location for my existing account, will I be able to do so in the new Online Services system?
Yes, as of May 2018 the new system will allow you to add selling locations on an existing account.
My tax and fee program does not have online filing capabilities in the current system. Will I be able to file online in the new Online Services system?
Yes, all tax and fee programs will have full access to all online services including filing returns. The following tax and fee programs will be eligible to file online as of May 2018:
- California Tire Fee
- Covered Electronic Waste Recycling Fee
- Certificate of Registration- Lender
- If you complete a Schedule F- Detailed Allocation by City
- Cigarette & Tobacco Internet Purchases