Fillable SHORT FORM - SALES AND USE TAX RETURN (California)

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SHORT FORM - SALES AND USE TAX RETURN (California)

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PLEASE ROUND CENTS TO THE NEAREST WHOLE DOLLAR
1
Total (gross) sales
1
$ .00
2
Purchases subject to use tax
2
.00
3
Total (add lines 1 and 2)
3
.00
4
Sales to other retailers for resale
4
.00
5
Nontaxable sales of food products
5
.00
6
Nontaxable labor (repair and installation)
6
.00
7
Sales to the United States government
7
.00
8
Sales in interstate or foreign commerce
8
.00
9
Sales tax (if any) included in line 1
9
.00
10
Other deductions (clearly explain)
10
.00
11
Total of exempt transactions (add lines 4 through 10)
11
.00
12
Taxable transactions (subtract line 11 from line 3)
12
.00
13
Total sales and use tax (multiply line 12 by )
13
.00
14
Excess tax collected (enter excess tax collected, if any)
14
.00
15
Total tax (add lines 13 and 14)
15
.00
16
Less tax prepayments
(see line 16 instructions)
1st prepayment
$
2nd prepayment
$
16
.00
o No taxable transactions o No taxable transactions
17
Remaining tax due (subtract line 16 from line 15)
17
.00
18
PENALTY [multiply line 17 by 10 percent (.10) if payment is made, or your
tax return is filed, after the due date shown above]
PENALTY
18
.00
19
INTEREST. One month’s interest is due on tax for each month or fraction
of a month that payment is delayed after the due date. The adjusted
monthly interest rate is INTEREST RATE CALCULATOR
INTEREST
19
.00
20
TOTAL AMOUNT DUE AND PAYABLE (add lines 17, 18, and 19)
20
$ .00
21
Total sales made at the real property of a state-designated fair (see instructions)
21
$ .00
I hereby certify that this return, including any accompanying schedules and statements, has been
examined by me and to the best of my knowledge and belief is a true, correct, and complete return.
EMAIL ADDRESS
SIGNATURE PRINT NAME AND TITLE TELEPHONE DATE
PAID PREPARER’S
USE ONLY
PAID PREPARER’S NAME PAID PREPARER’S TELEPHONE NUMBER
Make check or money order payable to California Department of Tax and Fee Administration.
Write your account number on your check or money order. Make a copy of this document for your records.
SHORT FORM - SALES AND USE TAX RETURN
STATE OF CALIFORNIA
CALIFORNIA DEPARTMENT OF
TAX AND FEE ADMINISTRATION
EFFECTIVE DATE
FILING PERIOD
DUE ON OR BEFORE
AMENDED RETURN
READ INSTRUCTIONS
BEFORE PREPARING
CDTFA-401-EZ (S1F) REV. 39 (7-18)
EZ
YOUR ACCOUNT NO
CALIFORNIA DEPARTMENT OF
TAX AND FEE ADMINISTRATION
PO BOX 942879
SACRAMENTO, CA 94279-8004
Taxpayer Name
Street Address
City State ZIP
CLEAR
PRINT
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signature
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PLEASE PROCEED TO THE NEXT PAGE
CDTFA-401-EZ (S1B) REV. 39 (7-18)
INSTRUCTIONS - STATE, LOCAL, AND DISTRICT SALES AND USE TAX RETURN
You can file your return online by going to www.cdtfa.ca.gov and selecting File a Return. When you file online you can
pay by credit card, paper check, or electronic check (ACH Debit).
Credit card payments. You can use an American Express
®
, Discover/Novus
®
, MasterCard
®
, or VISA
®
credit card to
pay your taxes. Other credit cards cannot be accepted. EFT accounts are not eligible for credit card payments. Credit
card payments can be made by calling 1-855-292-8931 or through our website at www.cdtfa ca.gov. Be sure to sign
and mail your return.
PREPARATION OF THE RETURN
Line 1 Total (gross) sales. Report all sales related to your California business (include all manner of sales).
Line 2 Purchases subject to use tax. Enter the purchase price of merchandise, equipment, or other tangible
personal property which you purchased without paying California sales or use tax and which you used for
purposes other than resale in the regular course of business. The purchase may have been made without
payment of tax because you used a resale or other exemption certificate to make the purchase; you
purchased from an out-of-state retailer who did not collect California use tax; or you made a purchase from
an unlicensed retailer, such as a person making an occasional sale of a vessel or an aircraft.
Line 3 Total. Enter total of lines 1 and 2.
Line 4 Sales to other retailers for resale. Enter sales to other sellers from whom you have taken valid resale
certificates (see Regulation 1668).
Line 5 Nontaxable sales of food products. Enter all sales of food products for human consumption. Do not enter
sales of alcoholic or carbonated beverages, hot prepared food products, meals or food served by you for
consumption at your facilities or food sold for consumption in a place which is subject to an admission charge
(see Regulations 1602 and 1603. Vending machine operators should refer to Regulation 1574). Note: If you are
claiming a deduction for sales of food products by the purchase ratio method, you must maintain a complete
analysis of taxable and nontaxable purchases.
Line 6 Nontaxable labor. Enter sales included in line 1 that constitute labor charges for installing or applying
property or for repairs or reconditioning of tangible personal property to refit it for the use for which it was
originally produced. Do not include charges for fabricating or processing personal property for consumers
(see Regulation 1546).
Line 7 Sales to the United States government. Enter sales to: (1) the United States or its unincorporated agencies
and instrumentalities such as, Treasury, Interior, Agriculture, Defense; (2) any incorporated agency or
instrumentality of the United States wholly owned by either the United States, or by a corporation wholly
owned by the United States; (3) the American Red Cross, its chapters and branches; (4) incorporated federal
instrumentalities not wholly owned by the United States, such as, federal reserve banks, federal credit unions,
federal land banks, and federal home loan banks (see Regulation 1614).
Line 8 Sales in interstate or foreign commerce. Enter sales involving shipments or deliveries from California to
points outside this state that are exempt from tax as interstate or foreign commerce. To be exempt, property
must be shipped outside this state, pursuant to the contract of sale, and delivered by the retailer by means of:
(1) facilities operated by the retailer; (2) delivery by the retailer to a carrier for shipment to a consignee at such
a point outside the state or (3) delivery by the retailer to a customs broker or forwarding agent for shipment
outside this state (see Regulation 1620).
Line 9 Sales tax. Enter sales tax reimbursement or use tax collected from customers if those taxes were included in
the amount shown on line 1 (see Regulation 1700).
Line 10 Other deductions. Enter the amount of all other deductions not listed on lines 4 through 9. Each deduction
must be clearly explained. For more information, see publication 61, Sales and Use Tax: Exemptions and
Exclusions.
Note: Do not use this form if you have tax recovery deductions such as Bad Debts on Taxable Sales, Returned
Taxable Merchandise, Cash Discounts on Taxable Sales or Cost of Tax Paid Purchases Resold Prior to Use.
Also, this form should not be used if you have sales eligible for a Partial State Tax Exemption. If you have such
transactions to report, you should contact your local California Department of Tax and Fee Administration
(CDTFA) office for the correct form.
CDTFA-401-EZ (S2F) REV. 39 (7-18)
Line 11 Total of exempt transactions. Add lines 4 through 10 and enter the total amount of exempt transactions on
line 11.
Line 12 Taxable transactions. Subtract the amount on line 11 from line 3 and enter the remainder on line 12.
Line 13 Total sales and use tax. Multiply line 12 by the tax rate printed for your business location. Enter the result on
line 13.
Line 14 Excess tax collected. If you have collected more sales tax from your customers than the amount calculated
on your return, enter the difference on line 14.
Line 15 Total tax. Enter total of lines 13 and 14.
Line 16 Less tax prepayments. Complete this line only if you are required to make tax prepayments. (Businesses
with average monthly taxable transactions of $17,000 or more must make prepayments, once notified by the
CDTFA.) Enter the prepayment amounts in the proper boxes. This credit is limited to the amount of tax prepaid
and should not include penalty charges reported with your prepayments. Add the first prepayment and the
second prepayment. Enter the total on line 16. If you are reporting a zero prepayment for any period because
you had no taxable transactions, you must check the box below the appropriate prepayment field to certify
that you had no prepayment due.
Line 17 Remaining tax due. Subtract line 16 from line 15 and enter the result on line 17.
Line 18 Penalty. If your tax payment is made, or your tax return is filed, after the due date shown at the top of the
return, you must pay a 10 percent penalty. Multiply line 17 by .10 and enter the result on line 18.
Returns and payments must be postmarked or received by the due date of the return to be considered timely.
If the due date falls on a Saturday, Sunday, or state holiday, returns postmarked or received by the next
business day will be considered timely. If you will be filing your return late, you may qualify for an extension.
A request for an extension of time to file a tax return may be submitted online by logging in to your account
with your Username and Password on our website at https://onlineservices.cdtfa.ca.gov/ and select the Relief
Request option.
Line 19 Interest. If your payment is made after the due date shown at the top of your return, you will owe one month’s
interest for each month or fraction of a month that payment is delayed after the due date. The adjusted
monthly interest rate is indicated on line 19 of your return. To calculate the interest due, multiply the amount
on line 17 by the monthly interest rate shown on line 19, then multiply this total by the number of months or
fraction of a month payment is delayed. Enter the amount on line 19.
Line 20 Total amount due and payable. Add lines 17, 18, and 19. Enter the total on line 20.
Line 21 Total sales made at the real property of a state-designated fair. As of July 1, 2018, you must additionally
report on line 21 the portion of sales reported on line 1 for which the place of sale is on or within the real
property of a state-designated fair or any real property of a state-designated fair that is leased to another
party. The amount reported on line 21 is only for informational purposes and is not to be used for calculating
any sales or use tax on this return. A complete listing of state-designated fairs is available on our website at
https://www.cdtfa.ca.gov/taxes-and-fees/state-fairgrounds-list.htm.
SIGN AND MAIL YOUR RETURN
Make your check or money order payable to the California Department of Tax and Fee Administration. Always write your
account number on your check or money order. Mail your return and payment in the envelope provided, making sure the
CDTFA’s address shows through the window.
General Questions: You may download copies of forms, publications, and regulations from our website
at www.cdtfa.ca.gov, or call our Customer Service Center at 1-800-400-7115 (TTY:711). Customer service
representatives are available weekdays from 8:00 a.m. to 5:00 p.m. (Pacific time), except state holidays.
CDTFA-401-EZ (S2B) REV. 39 (7-18)
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SHORT FORM - SALES AND USE TAX RETURN (California)

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Completed 11 June 2022

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