Get E-filing Manual - California State Board Of Equalization

This guide provides step-by-step instructions for completing the electronic filing process as outlined in the E-Filing Manual from the California State Board of Equalization. It ensures that users can navigate the form effectively, regardless of their prior experience with legal documentation.

Follow the steps to successfully complete your e-filing.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Review the sections of the E-Filing Manual that are relevant to the specific form you are completing, ensuring you understand each required component.
3. Begin by filling out the Filing Format Identifier Record Type (FLT), which is essential for identifying the type of file being submitted.
4. Next, populate the Header Record Type (FE) fields, including your Account Number, Report Start and End Dates, Purpose Codes, and Sender ID.
5. Proceed to complete any necessary Line Item Record Types (FG) by reporting the relevant information such as Line Item Codes and Amounts.
6. If applicable, fill out the Payment Order/Remittance Advice Record Type (FP) to report payment authorization information.
7. Ensure all mandatory fields are completed, and any optional fields populated with 'Filler Tabs' where necessary to maintain data integrity.
8. Review your entries for accuracy and completeness before finalizing your document.
9. Once completed, save the changes, and choose to download, print, or share your filled form as needed.

Complete your electronic filing efficiently by following these steps!