While our handy Tax Questionnaire is perfect for your federal taxes, your city and state taxes can be a bit more specific. With this in mind, we put together a few resources below for the most common California-specific taxes, namely:
- California Statement of Information
- San Francisco Gross Receipts and Payroll Expense Taxes
- San Francisco Business Property Statement Tax
All businesses registered to do business in the state of California must file a Statement of Information (SOI) annually or biennially depending on your business’s entity type. Your SOI updates the state on key administrative details that may have changed such as business and mailing addresses, and your key officers and managers.
How to File
Since the fastest way to file is online with credit card payment, we recommend that you file this directly with the state.
- Search and select your company name.
- The details of your last filing will appear. Read and check carefully if anything changed from your last filing.
- If the Continue Filing button appeared please click to proceed to the filing page.
However, if the Continue Filing button did not appear then your filing is not due yet and you can stop here. Note that corporations must file one year after the last statement was filed, but LLCs only have to file two years after that date. You can find this information on the upper left corner of the result details.
- If nothing has changed since your last SOI filing, tick Box 2 and proceed to Box 12.
But, if there have been changes, fill out Box 3 to 12.
- Click Continue Filing and proceed to checkout.
- Provide the credit card details for payment and click Process Order.
All SOI filings—electronic or paper—are due on the last day of the anniversary month that the company registered in California. You can find your anniversary month here by typing your company's name and checking the Registration Date.
Our comments may not contain a full description of all the facts or a complete exposition and analysis of all relevant authorities. Furthermore, the use of certain words such as “should, would, or will” is merely for grammatical convenience, is not intended to indicate a specific level of authority regarding a particular issue, and no explicit or implicit references should be taken there from. Our comments expressed herein are based upon the provisions of the Internal Revenue Code and Regulations in force on the date hereof, all proposed amendments to these Acts, Regulations and treaties publicly announced by the relevant authorities. Each and all of these authorities are subject to change at any time. Any such change could be given retroactive effect with respect to the transactions described herein and could cause the conclusions provided to become invalid, in whole or in part, with respect to any entity involved. There can be no assurance that these authorities will not disagree with, or challenge, the views set forth in this memorandum or that any such challenge will be unsuccessful.