CDTFA Filings
with StationPro.
California Department of Tax and Fee Administration export bundle.
We’ll confirm the connection path, records and permissions for your setup.
Prepare records for the responsible reviewer.
Confirm the country, jurisdiction, current report and required inputs with your finance owner. Do not assume a prepared export constitutes a compliant filing.
Current status
We’ll confirm the connection path, records and permissions for your setup.
How CDTFA Filings onboarding works.
Scoping call
A 30-minute walk-through of your current setup with CDTFA Filings. We confirm credentials, data shape, and the workflows you need feeding into StationPro.
Connection
Confirm a permitted API, export, file or computer-use path for CDTFA Filings. Record the required vendor approval and any dependency before committing to timing.
Backfill
Test representative CDTFA Filings records against their source. Agree on history, freshness, duplicate handling and the fallback if the connection is interrupted.
Go-live
Run the agreed workflow with the responsible store and finance teams. Check the result and support requirements before adding more sites.
Want to see the CDTFA Filings integration in action?
On the demo call, we'll show you the connected dashboard with seeded data and walk through the onboarding steps.