Skip to Main Content

Incorporating e-file Into Your Office

Client log

You probably already have some type of tracking mechanism for knowing which clients you have received information from and which returns are complete. With e-file, a Client Log can be a helpful tool to track the progress of each return. Most preparers say their client log contains the following information:

  • The date of the client's visit or the date the client's information was received.
  • When the California e-file Return Authorization (form FTB 8453 series) or the California e-file Signature Authorization (form FTB 8879 series) was signed.
  • When the return was transmitted.
  • Date the return was accepted or rejected.
  • Date of correction or re-transmission.

Example of a client log:

You need Adobe Reader to view and print the PDF version of a completed client log.

Review your software information for additional suggestions for creating client logs. Many companies offer client databases and client tracking mechanisms.

Help Us Improve Our Website

Don't include social security numbers or other personal/confidential information.

Thank you for your help.

If you need assistance, contact us.

Oops! Something went wrong.

We appreciate your feedback. Please try again later

Chat with an FTB Representative

You are leaving

We do not control the destination site and cannot accept any responsibility for its contents, links, or offers. Review the site's security and confidentiality statements before using the site.

If you have any issues or technical problems, contact that site for assistance.

Ahora está saliendo de

Nosotros no controlamos el sitio web al que se destina y no podemos aceptar ninguna responsabilidad por su contenido, enlaces, u ofertas. Revise las declaraciones de seguridad y confidencialidad del sitio antes de usar el sitio. Si tiene algún problema en general o técnico, comuníquese con ese sitio para obtener asistencia.

Si tiene algún problema en general o técnico, comuníquese con ese sitio para obtener asistencia.