Due to icy weather conditions, our Houston office will be closed today. If you need immediate assistance please call (916) 227-6600. The San Francisco CDTFA office, which sustained excessive damage due to water leakage, will be closed until further notice. We apologize for the inconvenience. If you need immediate assistance, please call our customer service center at 1 (800) 400-7115.
Record Keeping Requirements – Filing Claims for Refund
You must maintain documentation to support your claims for refund. If sufficient documentation is not available, claims for refund and credits may not be allowed.
See Regulation 4901, Records, for general recordkeeping requirements.