BOE is Going Paperless - Sales & Use Taxpayers Transition to Electronic Filing

The Board of Equalization is going paperless. In its most assertive effort yet, the BOE is implementing the Electronic Transition Plan (ETP). Under the plan, sales and use taxpayers are being transitioned from paper to electronic filing (e-filing) via the Internet. You may have already received a letter from the BOE notifying you that you will no longer receive paper returns.

Why is the BOE transitioning to e-filing?

The goal of going paperless is to create efficiencies and generate cost savings inherent in doing business electronically. The BOE processes over three million sales and use tax returns annually. E-filing allows the BOE to achieve this goal and at the same time provide taxpayers an easy, quick and accurate method to file a return.

When will my account be transitioned to e-filing?

By the end of 2010, the majority of sales and use tax accounts will transition from paper to e-filing one group at a time based on their account type and reporting basis. Taxpayers will be notified well in advance of the effective date of the transition of their account.

What are the benefits of e-filing?

E-filing benefits everyone. For taxpayers, its convenient, fast, secure and the most accurate way to file a sales and use tax return or prepayment. For California, e-filing reduces the cost of government and reduces paper and printing costs making it environmentally friendly.

Where do I begin?

There are several e-filing options available on the BOE website. The BOE offers a free option, BOE-file. In addition, taxpayers may also choose a third party electronic service provider. Click here to begin.

Where can I find answers to my questions?

BOE Customer Service Representatives are available to provide assistance or additional information at 800-400-7115 from 8 a.m. to 5 p.m. Pacific time, Monday – Friday, except state holidays.

  • Click here to download our E-File Guide, Publication 159. The E-File Guide provides detailed information to assist you with e-filing.
  • View our Video eFile Tutorial for an efiling demonstration
  • Refer to the Frequently Asked Questions on our website for information about e-filing.
  • Refer to the Help Logo while in the BOE-file system for additional information while e-filing a return or prepayment.

Can I choose to participate before my account is transitioned?

Yes. You can voluntarily discontinue receiving paper returns right now if your account is eligible to e-file.

What if I am unable to e-file at this time?

If you are unable to e-file due to a personal hardship, you may qualify for a one year exemption. More information regarding this exemption can be obtained by contacting our Customer Service Representatives at 800-400-7115 from 8 a.m. to 5 p.m. Pacific time, Monday Friday, except state holidays.