How to File a Schedule A Using the Upload Feature
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How to File a Schedule A Using the Upload Feature

October 28, 2019

In this video we will show you how to file
a Schedule A using the upload feature. Of course, all of this information is confidential
as you go through this process. Schedule A is for the allocation of district taxes. The schedule below populates the districts
for your registered California locations as well as any districts you have added from
the previous reporting period that were not subject to any rate changes. In this example, we will complete the Schedule
A using the upload feature. To begin, select “CDTFA Website.” It is important to select the correct Excel
workbook for the period you are filing to ensure accuracy of the tax rates. Do not use a previously saved workbook. Once your workbook is downloaded, begin by
entering the taxable transactions here. Your taxable transactions can be located on your return. You will then place the taxable transactions
on the correct county or city line. In our example, we made sales in the city of Elk Grove. Elk Grove is in Sacramento County. Since Elk Grove is not listed, we will place
the taxable amount on the county line. Furthermore, if the county is not listed,
or the county line is not an editable field, then there is no district tax and you will
allocate the sales on the “Transactions subject to only the state rate of 7.25% line.” Once the amount remaining to be allocated reaches
zero, you can then save the Excel workbook. For more detailed instructions on how to use the workbook, please click on the “Instructions” tab below. After you have saved the workbook, you will then
go back to the return online. You will select “Upload” on the Schedule A and select the correct workbook to upload the local tax allocation. Once uploaded, the “Remaining taxable transactions to be allocated on local tax schedules” should reflect “0.” Please review the schedule to ensure accuracy. Once finished, select “Next.” If you have additional questions
regarding the Schedule A… please call CDTFA’s Customer Service Center at 1-800-400-7115.

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