How Do I Sign California Banking Permission Slip

California temporary permit form

hey guys Alex here from permitted and today I'm going to show you how to get a sales tax permit in the state of California but before we do that I just want to make sure that you actually need a sales tax permit in California so if your business is based in California or you're not based in California but you either have people property or inventory in California that can be contractors full-time employees renting buying leasing a warehouse sending delivery vehicles there or just storing the inventory even if you're just an Amazon seller and your inventory is sitting there you could have Nexus in California and they're therefore having a sales tax obligation there California also has affiliate and click-through Nexus so if you have online affiliates or in-person affiliates you could also have Nexus there if you're unclear on if you have Nexus in California contact us I'll put a link in the description and we'll help you out for free but all that being said let's actually get you a sales tax permit assuming that you do have Nexus in California the first thing we're going to do is go to the California's Department of Taxation website and scroll down and we're gonna click register a new business activity on this page is going to ask us what we're doing we're just going to say we're selling items or goods in California check out these other boxes see if they apply to you but if they do they might have you filling out a substantially longer one the next page is asking you for selling any regulated goods like alcohol cigarettes tobacco tires electronic devices not relevant to me but check out the electronic devices one in particular if you do sell electronics online next pages ask me about if I'm importing manufacturing fuel or lumber or wood products prepaid wireless devices no lead acid batteries you know and then it's going to ask me what kind of business and I registering I'm going to select LLC for our purposes here just keep in mind that if you're registering a corporation it might ask for some additional and for me all right next page is going to ask us what jurisdiction we are from so if you're a us-based company you can just leave it as USA if you're from outside of the United States keep in mind that it's going to be a little bit more difficult to get a sales tax permit to actually do your filings because you're going to need a US bank account I believe California also requires in a Social Security number or an ITIN number we our company can't help you get a sales tax permit if you're an international seller but if you contact us we'll put you in touch with one of our partners who can but assuming that you are basted from the US the next thing you need to do is enter in your F ein you can skip s ein and then indicate what state your business is located in if you're not based primarily out of California so if you're in California you're going to have to put your California Secretary of State entity ID number but if you're not based in California but you have Nexus in California you would select which state your business is from so for my purposes I'm just going to put Colorado now since I'm from out of state I don't have to have a California Secretary of State Penny the ID number but what I do need to do is input my non California issue issued entity ID number so in my case this is going to be my LLC registration number from the state of Colorado this would have been sent to you either digitally or in mail when you registered your business with your home state so I'm gonna speed this up for you I'm just going to input some dummy information here so you can go on to the next page all right got that filled out I'm gonna hit next oh forgot that am i changing from went one entity type of business entity to another let me say no so that was like if you purchased the business you're changing from the LLC to a corporation or if you were an LLC in Jinja to a corporation and you weren't purchased you're just changing your energy type you would select yes because there California would require you to get a new sales tax permit assuming this is your first time registering that's probably not going to be applicable to you so we're in click no do I currently have an account with the California Division of Taxation and when you didn't know if you do then you should yes just so that you can link it all together and you only have one login and so it's saying based on all my answers I need to register for a seller's permit for a sales tax permanent want to do that you just have to answer all of their questions to get this far so I mean hit next it's gonna say are you interested in getting a temporary permanent would you like to apply for a temporary solid permit this is it's completely up to you so if you're already doing business in the state of California or if you're planning on doing business in California in the next 90 days I would select YES for this because they'll give you a temporary sales tax ID that you can use to collect and remit sales tax now and you won't have to wait for California to process your sales tax permit application and it can take a little while I would always give yourself at least six weeks to get a sales tax permit process by any state totally up to you if if you need to do this if you want to do this for my purposes I'm going to select no all right so it's going to ask me what is my business address and you type that in now next is going to ask about the LLC in just some general information here so it's going to ask for what the legal name of the businesses and for for this I'm just going to put permitted LLC make sure it's the legal name so that would include LLC or Inc or you know limited whatever was actually originally registered not your DBA and then the start date of the business I'm just going to put this date here you feel find this date on the paperwork that was given to you when you registered your business in the state of in your home state so in my case it would be the state of Colorado all right it's got my dummy information here contact information and I'm just going to put my cell phone for my email address but this it's gonna ask me what my relationship is to the business so I'm just going to put manager and then what is the managers or sorry I'm gonna say I'm just a member and I'm going to say that I'm an individual so assuming that your business is owned by yourself you're just going to put individual if there's multiple members are managers they'll ask you to do that to input those later all right so I'm just going to put my name here and asked for some private information you don't need to input your f ein or your sei n if this is an individual if you were inputting the information for another member or manager then you would need to do that it's gonna need your driver's license information as well so I'm gonna do that it didn't like my fake I didn't like my fake SSN there here we go it would take that one and then once your your state ID number so for me see how many digits of this put some dummy information in there it's going to want the contact information for the individual so if you're a single member LLC or a sole proprietor then you're going to be under and then the same information over and over this part is just going to ask for the contact information for the member of manager so I'm just going to put the same as the thing as I did before it's going to ask for the home address for all of the members and managers as well next going to ask if I want to add additional members and managers so if you do have multiple owners of your business you would select yes and you're here through the same process I just did where you would add everyone since I'm a single member LLC I'm just going to get no and it's also going to require that you submit a copy of one of your IDs so you just need to scan a picture of your driver's license and then attach it I'm going to do that here real quick I'll just add a random photo cuz they don't care well they don't care because I'm doing I'm not actually gonna submit this I'm just showing you how it would be done alright it's gonna ask for the contact information for books and records so this would be your accountant or whoever has information to your financial documents I'm just going to put it myself it's also going to ask about business activities so who should they contact regarding what the business is doing what they're selling where they're selling it things of that nature this is where they'll contact if they have questions regarding your liabilities so if you're ever audited this is here they're going to most likely reach out to you Sina asked is the business accepting credit card payments and are you making internet sales so if I yes it's been asked what the Marcin card processor name is in the processor account you'd have to get that information so if you're using a stripe or something I would just put your login here as well as you know the name of what processor using I'm gonna hit no and are you making internet sales so it's gonna ask for you making sales spear a third party yes or no if you're at yes then it's gonna ask you what websites you are selling through so for example if you're selling on Amazon you're selling your pet see you would put that information here as well it's also going to want to know what the website address is for your own website so I'm gonna saw it you know just to speed up this process it's going to ask you what your n ICS code is naca NAICS code is just a classification of what your what industry you're in I'd recommend just googling it just saying an ICS code search and there's a lot of a lot easier ways to find the code than in there so you can just do a search for the keyword of your business so I'm just going to say for example the toys and you can refine and write dolls toys game manufacturing that would be your code boom easy inserted done you can also search it here so I'm just gonna add a dummy one but okay you can add multiple codes there's really no reason to they don't require you to have multiple it's just so that they have an idea of what kind of businesses are operating in the state do you have a retail location stock of goods or warehouse in California not applicable to me but answer it based on the question yet are you installing or leasing equipment in California if you are hit yes just that's going to create a nexus in California that's kind of what they're getting out here alright so next up is asking me additional questions so it's asked me what the start date is for my sales into the state just be mindful of the date that you choose because if you put a date that's in the past then there's a chance you're going to be audited and they're going to say we want to collect that tax for me where is it if you put it too soon in the future and you aren't also getting a temporary permit you could get yourself in hot water as well so I would recommend selecting a start date six weeks from now if you do owe tax in California already and you started selling you to the state a long time ago and you had Nexus beginning a long time ago I would recommend voluntarily disclosing unpaid taps to the state we can help you do that just contact contact us so for here I'm just going to select six weeks from now let me say my projected sales $100 do you anticipate zero dollars in monthly sales I'm gonna say no but it was just going to ask me what my monthly sales are so let's say ten thousand dollars in what how much of those sales are going to be taxable so for example I might be making sales to a wholesaler those sales would be exempt because they're going to be reselling them or I'm reselling them to them the sales that would be taxable are the sales that I'm selling directly to and consumers and that's all it's asking for here just keep in mind as well though if you have a substantial amount of non taxable sales then the state might be coming to you asking for your exemption certificates to prove that you didn't have to collect sales tax on your non-taxable sales that's the only thing you should really keep in mind here it's gonna ask what kind of products you're selling and you have any independent sales reps in California so that's going to create Nexus as well that's what they're getting at it's gonna ask for where the books and records are so this is wherever you're storing your accounting information select the mailing address so this is where the state is going to sound official communications to so make sure that this is an address that you're going to monitor regularly most states don't allow you to use a Pio box so this has to be somewhere legitimate Oh unique about California is that they require information regarding who your suppliers are this is kind of strange I don't know a ton of other states that require this information but I'm just going to make one up here all right next is just going to provide a summary of the registration information so making sure I understand what that start date is that's super important because that's when California is going to expect that you begin collecting and remitting sales tax if you put that in the past then you're going to probably get audited just keep that in mind and what you're reporting basis is California is going to assign you a reporting basis based on your estimated sales you can't really select that lets me say yes I acknowledge everything and then it's going to ask who prepared this information I'm just going to put myself just asking for you to confirm everything that you just put it because it's legally binding do you want to register to vote no and then the very last step just confirming everything all you have to do is hit submit if you applied for a temporary permit it should be generated for you automatically otherwise it will be mailed to you in I would say up to six weeks column you can be kind of slow but that's pretty much it if you have any questions about how to get a sales tax permit in California you can leave us a question below on the video or send us a note we can also help you get sales tax permits everywhere in the United States check us out our website is sales permitted calm all right take care bye