CDTFA phasing out Limited Access Codes


Starting in June 2022, the CDTFA will begin phasing out the Limited Access Code feature. (CDTFA Tax Updates (June 15, 2022)) Preparers who file returns on behalf of clients using the CDTFA’s online system and who do not have a username and password should sign up for one at:

https://onlineservices.cdtfa.ca.gov/_/

Creating a username and password will also provide access to other system features such as: filing returns and reports, requesting filing extensions, making payments, submitting claims for refund, and requesting relief from penalties and interest. Users will be able to see the status of relief requests as well as view and print previously mailed letters, payments, and filed returns.