How to View Previous Returns and Payments
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How to View Previous Returns and Payments

October 18, 2019


[Music] In this video, we will show you how to view previously filed returns and posted payments. We protect all the confidential
information that you provide to us. To begin the process, first go to the website CDTFA.CA.GOV and at the top click on login. That will take you to the Online Services Portal. In order to view previous returns or payments, you must log in with a username and password. If you do not have a username and password and need assistance, please watch our tutorials online. The next step is to identify the account type for which you would like to view previous returns or payments. In this example, we are viewing returns or payments
for a Sales and Use Tax account. Then click on the “File, Pay and View” link located here. On the CDTFA Online Filing Page, we will enter our username and password and then click login. On the Login Home page under the “Accounts” tab, we will click on the “Sales and Use Tax” hyperlink. On the Sales and Use Tax page under the “I Want To” menu, select “File and/or View a Return.” On the Manage Payments and Returns
page under the heading, “Show” you’ll select “Returns” from the drop-down menu. Then in the box below it, use the
drop-down menu to select “Filed.” Under the “Returns” heading, your previously
filed returns will be listed. Basic information is available for all the returns listed by clicking on the period hyperlink. In this example, we will access this return
by clicking the “Filed” hyperlink. On the Return page, you’ll see the basic
information for the return selected. To view the entire return, under the “I Want To”
menu, select “Print Return.” On the Print Return page, you can review the entire return and any schedules that may apply. We will now show you how to view
previously posted payments. On the Sales and Use Tax page, under the “I Want To” menu, select “View Prior Payments.” On the View Prior Payments page under “Show” select “Payments” from the drop-down menu. Then in the box below, use the
drop-down to select “Posted.” All previously posted payments will be listed. In this example, we’ll click the
link to access this payment. On the next page, the details of that
payment will be displayed. If you have any other questions, please call the Customer Service Center at 1-800-400-7115.

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