Direct Transmit Program – General Information
What is Direct Transmit?
Direct Transmit allows a certified participant to transmit tax and fee data electronically using a variety of software or web applications without requiring data to be entered manually in the CDTFA's eFiling system.
The Direct Transmit Program offers many advantages.
- You can transmit data from anywhere you can connect to the Internet.
- No paper returns need to be filed after the initial application and testing; and no signature documents need to be completed and mailed.
- You do not have to enter return data manually into the online filing system, which saves time.
- This eliminates trips to the post office and postage expenses.
- Your returns are processed faster.
- Electronic security ensures confidentiality of data.
- You receive automatic confirmation of filing.
Who can be a Direct Transmitter?
- A Tax Professional (for example, an Accountant, CPA, Bookkeeper, etc.) transmitting return data on behalf of clients.
- A Software Developer providing software that allows clients to transmit return data directly to the CDTFA.
- A taxpayer or feepayer transmitting return data on their own behalf.
- An Electronic Return Originator (ERO) transmitting return data on behalf of clients through a web-based interface.
What accounts are eligible for Direct Transmit?
Most Sales and Use Tax accounts are eligible for Direct Transmit; however, there are a few accounts that do not meet the eligibility requirements. Additionally, Direct Transmit is not available for other tax programs and fees administered by the CDTFA.
For more information on the Direct Transmit Program, download the Direct Transmitter's Guide.