Limited Access Code Removal

LIMITED ACCESS CODES ARE BEING REMOVED!

On June 30, 2022, CDTFA stopped issuing Limited Access Codes for new business activity registrations. All new business registrations are now required to complete the Sign Up Now process to create a username and password or use a previously created logon to complete any new registrations. This process launched our efforts to remove Limited Access Codes from the online service experience. Removal of the codes enhances security and enhances your overall online services customer experience.

The table below outlines the dates when Limited Access Codes will be removed. The removal of the Limited Access Code will be based on your logon status and account filing basis. If you have multiple accounts each with a different filing basis, under the same ownership, all your Limited Access Codes will be removed in accordance with the earliest date and filing basis below.

Removal Dates Logon Status Account Filing Basis
April 1, 2023 Logon Associated to Account All Filing Basis
July 1, 2023 No Logon Monthly, Quarterly Prepayment, and Mandatory EFT
October 1, 2023 No Logon Quarterly
January 1, 2024 No Logon Calendar Yearly
July 1, 2024 No Logon Fiscal Yearly

Notes

  1. Dates listed are subject to change. Please continue to check back for updates.

A letter will be mailed to the business address on record identifying the Limited Access Code removal date for your accounts. The letter will be mailed prior to the removal date and contain security code(s) to assist the owner of the business in creating a logon to gain access to their account(s). The letter will be mailed prior to the scheduled removal date.

We recommended you create a logon prior to the scheduled Limited Access Code removal date to avoid filing and payment delays. Please complete the Sign Up Now process to create your logon. To learn more about creating a logon and secondary access, please see the videos below or the Frequently Asked Questions (FAQs).

Video Tutorials

How to Create a Username and Password for Business Owners

How to Create a Username and Password for Business Owners who Received a Security Code

How to Create a Username and Password for a Third Party and Request Access to an Account

How to Grant Secondary Access

FAQs

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No. You will continue to file and pay by logging in to our online services using your username and password.

You must create a logon. Please Sign Up Now to create your username and password.

How to Create a Username and Password for Business Owners

If you are the business owner and already have a username and password logon.
You do not need to create another logon. Please login and verify you have access to all your accounts listed on your letter. If you do not see all your accounts while logged in, select the Request Access to an Account link under the I Want To section and use the corresponding security code(s) to gain access to your account(s).

If you are the owner and do not have a username and password logon.
You must create a logon. Please Sign Up Now and follow the instructions as the owner of the business. Please indicate you have received a security code and provide the code and associated account number on the letter.

How to Create a Username and Password for Business Owners who Received a Security Code

What if I have a third-party delegate that files and makes payments on my behalf?

  • If your third-party delegate does not have a logon, they need to create their own logon by completing the Sign Up Now process and following the instructions for third party delegate. Once logged in, they can select the Request Access to an Account link under the I Want To section, to gain access to your account(s) using the security code(s) provided on the letter you received.
  • If your third-party delegate has a logon and needs access to your account(s), please provide them with the corresponding security code(s) for the account. To gain access to your account(s) they will need to select the Request Access to an Account link under the I Want To section and use the security code(s) you provided them.
  • Providing the security code to a third-party delegate will grant them All Access to the account and the ability to create and manage secondary user logons.

How to Create a Username and Password for a Third Party and Request Access to an Account

The security code(s) will expire 90 days from the date on the letter.

  • If you do not have a logon, you need to create a logon and request access to your client's account(s). Once logged in, select the Request Access to an Account link under the I Want To section to gain access to your client's account(s) using the security code(s) provided by your client. To create a third-party delegate logon, go to Sign Up Now and follow the instructions for third-party delegate.
  • If you already have a logon, but do not have access to your client's account(s), please contact your client for the corresponding security code(s) for each account. To gain access to those account(s), you will need to select the Request Access to an Account link under the I Want To section and enter the security code(s) for the accounts you need access to.
  • If your client does not have the security code(s) to their account(s), you will need to login and select the Request Access to an Account link under the I Want To section and indicate you do not have a security code. A security code letter will be mailed to the address on file for your client. Once your client receives the security code, please follow the steps above. If you need to gain access to multiple accounts, you will need to complete this process for each.

The security code(s) provided from the owner to a third-party representative will grant them All Access to the account and the ability to create and manage secondary user logons.

How to Create a Username and Password for a Third Party and Request Access to an Account

All Access allows users to:

  • File a tax or fee return
  • Make a payment
  • View return and payment history
  • Access a saved draft of a tax or fee return
  • Save banking information for future payments
  • View and obtain correspondence and billings
  • Update account information
  • Request relief or extensions
  • Provide secondary access to a delegate

  • File and manage returns and reports
  • Make or view a payment
  • View return and payment history
  • Access a saved draft of return
  • Save banking information for future payments
  • View correspondence and billing notices
  • Update account information, such as an address change
  • Request relief from penalty and interest
  • Request filing or payment extensions
  • Receive alerts
  • File an appeal
  • Provide secondary access to a third-party delegate
  • Access and manage multiple accounts under one logon
  • Register a new location

  • If you do not have a logon associated with your account, the removal of the Limited Access Code(s) will be based on your account filing basis. If you have multiple accounts each with a different filing basis, under the same ownership, all your codes will be removed in accordance with the earliest date and filing basis listed in the table above. For example, if you have an account with a quarterly prepayment, calendar yearly, and fiscal yearly filing basis, the scheduled date for quarterly prepayment filing basis July 1, 2023, will be the date all your Limited Access Codes will be removed.

If you have any questions, please call our Customer Service Center at 1-800-400-7115 (CRS:711). Customer service representatives are available Monday through Friday from 7:30 a.m. to 5:00 p.m. (Pacific time), except state holidays.

Visit CDTFA's Online Services page, under Login, select Forgot Username? Follow the prompts to obtain your Username. You may also contact our Customer Service Center at 1-800-400-7115 (CRS:711) during regular business hours. For security reasons you will be required to provide authentication information.

Visit CDTFA's Online Services page, under Login, select Forgot Password? and enter your username. A link to reset your password will be sent to the email address on file. Click the link in the email to reset your password. You will be asked to answer your secret question. Once you have answered the question, click on Next to reset your password.