Under the Accounts tab, click Sales and Use Tax. This will take you to your available filings. Choose the correct period and click “File Return”
Answer questions – The new system has questions that will vary by business. Select the correct answer for your business, and then click “Next” to proceed. 
Enter your Gross Sales – Use the “Gross Sales” amount from your California state TaxJar report. Enter your Deductions or Expected Adjustments. This number is generally freight (i.e. shipping charges.) On your California sales tax filing page, this will be on your “Deductions” tab. Choose “Shipping” from the drop down menu, and enter the amount of “Expected Adjustments” on your TaxJar California state report in the box. Choose the “Deductions” button:
Then enter the amount of “deductions” from your California TaxJar Report state page: View your California Schedule B report on TaxJar (if the California system prompts you to file Schedule B). To see your schedule B report in TaxJar, click the blue “Schedule B (County Tax Breakdown)” tab on your California State Report. Keep in mind that not every seller will be prompted to fill out Schedule B. If you aren’t, you can skip this step and the next one. 
Fill out Schedule B (Remember, not all sellers will file Schedule B). The highlighted column “Amount of 1% combined state and local tax” (above) is what needs to be input in Schedule B. California requires that you round up or down to the nearest dollar amount. Your TaxJar California state report provides these numbers to you already rounded so all you have to do is enter the number shown in your California sales tax filing. When you’re finished, all of the taxes input should amount to 1% of your “sales subject to state and local tax”. What if your numbers don’t quite match? This can happen due to rounding. Read more about how rounding can cause your sales tax filings to be a few cents or dollars off here. 
View your California Schedule A report on TaxJar. Schedule A is also known as your “district taxes” form. Click “Schedule A (District Tax Breakdown)” on your California state report in TaxJar. 
Fill out Schedule A. Click “District Tax” on the main California sales tax filing page to find Schedule A. Use the amounts from the highlighted column “Sales Subject to District Tax” (above) to fill out your California Schedule A form. This time you enter the amount of sales you made, not the amount of sales tax you collected. Just like with Schedule B, TaxJar has rounded these amounts up or down to the nearest dollar amount so all you have to do is transfer the numbers from TaxJar to your California sales tax filing. Once again, due to rounding, the numbers may be up to a few dollars off. Note: If you see negative numbers in your TaxJar California local report when filling out your Schedule A, leave that jurisdiction blank and add the amount to “sales to a district without tax.” 
Detail any excess tax collected.
Check your work! Once you have filled out your California sales tax filing completely, the “Remaining Tax Due” at the bottom of your California sales tax filing should match within a few dollars of your “Expected Sales Tax Due” on your TaxJar California report. Watch for exceptions. Some districts might be listed twice. This could be because the tax rate in that area may have changed during the taxable period. You can avoid any problems here by making sure that the district numbers match up on your TaxJar California state report and on your Schedule A. Enter Preparer Information, and then click next.
Verify the information on the summary pages.
Submit your return and then follow the instructions to pay your sales tax. Be sure to save and print a copy of your return! 
Make your payment and save a copy of your receipt! And that’s it! You’ve used your California state report in TaxJar to save hours filling out your California sales tax return!
