California e-file General Information for Software Developers and Transmitters

To participate in the California e-file Program as a software developer or transmitter, you must:

  • Be currently enrolled in the IRS e-file Program.
  • Have an approved IRS electronic filer identification number (EFIN) and electronic transmitter identification number (ETIN).

    Note: FTB no longer requires separate enrollment - Get more information

  • Pass our yearly Participant Acceptance Testing System (PATS).

Be sure to update any information changes with the IRS. We will automatically receive any updates you make to your IRS account.

Memorandum of Agreement (MOA) Program

The purpose of the MOA Program is to establish written agreements between the FTB and those commercial vendors who request a presence on FTB’s website. Based on eligibility and approval, the FTB will provide hyperlinks to the websites of certain commercial vendors from the FTB website. The FTB website will also include commercial vendor information as a public service to taxpayers and tax professionals. If you are interested in participating in the FTB's MOA Program, please contact our MOA Program Coordinator at 916.845.6923.

Planned system maintenance schedule

We reserve Tuesday mornings from 5:00 a.m. to 6:00 a.m. for scheduled system maintenance. We plan to consolidate all non-critical maintenance activity into this window. If you receive a transmission error during this time, please try again after 6:00 a.m. We will notify you via email whenever our system is down outside the normal maintenance window for longer than one hour. All times listed are Pacific Standard Time.

Individual e-file technical information

The following publications and links provide technical information needed to participate in our Individual e-file program.

Fiduciary e-file technical information

The following publications and links provide technical information needed to participate in our Fiduciary e-file program.

Business e-file technical information

The following publications and links provide information and technical guidance for software developers and transmitters developing software for California Business e-file returns.