e-file for software developers
How to participate
To participate in the California e-file Program as a software developer, you must:
- Apply for the IRS Electronic Filing (e-file) Program. We'll receive your account information within 2 weeks after the IRS accepts you into their program
- Have an approved IRS electronic filer identification number (EFIN) and electronic transmitter identification number (ETIN)
- Update any information changes with the IRS. We'll automatically receive any updates you make to your IRS account
- Pass a suitability check
- Complete a CA Letter of Intent (LOI) to receive access to electronic filing technical and testing specifications for the CA e-file Program
For more information on how to participate in the California e-file Program, contact us.
Software developers must pass CA e-file program’s Participants Acceptance testing system (PATS) yearly. For more information on PATS, refer to the FTB Pub. 1436X, Test Package for California e-file Program.
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e-file known issues and solutions
The e-file known issues and solutions page contains workaround solutions for e-file returns available this tax year and past two years.
List of forms we accept by e-file:
Memorandum of agreement (MOA)
As a commercial vendor, you may request a presence on our website. If approved, we'll provide a hyperlink to your service.
MOA Program Coordinator
- (916) 845-4909
Scheduled system maintenance
5 AM to 7 AM (PT)
If you get a transmission error during this time, please try again after 7 AM.
We'll email you if our system is down (outside scheduled maintenance) for longer than 1 hour.