contra costa- sdr taxpayer manual

eSDR Tutorial

OFFICE OF THE ASSESSOR

COUNTY OF CONTRA COSTA

October 2014

eSDR Tutorial

Contra Costa Assessor’s Office 1

If you have the

ACCOUNT and BIN

numbers, click here

to start filing your

individual statements

through the

interactive e-File

system.

Website to file online:

https://www.calbpsfile.org

Note: This

field is for

registering

and filing

through the

regular SDR

program for

large

corporations,

vendor or

agents only.

Note: The

Login ID

and

Password

fields are

for County

use only.

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eSDR LOGIN

LOGIN:

ACCOUNT NUMBER – 10 digits, no dashes

BIN NUMBER – 10 digits

NOTE: A new BIN will be issued each year.

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After LOGIN, the Account Summary page will be displayed next.

This page gives you the account information and the option to file.

Click here to start filing.

If you’ve filed in

previous years, click

here to view prior

filings.

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Requires additional documentation

Click here for:

1. Relocations, within or out of

the county

2. Closed or sold business

If neither option applies, click

CONTINUE to proceed with the

filing.

After selecting to file, the Questionnaire page is displayed next. You can select

either of the 2 options or click CONTINUE to proceed with the filing.

Special Feature: The e-SDR system allows you to copy a statement

and create (or overwrite) another statement. This

feature is a great tool if you have similar

information to report for different locations.

The copy statement works simply by selecting a

source statement to copy from.

Note: You can only select statements that you

have submitted for the current assessment year

as a source statement.

(925) 313-7600

eSDR Tutorial


This page will display when you select the “My filing requires additional

documentation not normally required by the Assessor” on the Questionnaire page.

(925) 313-7600

eSDR Tutorial


This page will display when you select the “I moved, sold or went out of business before

January 1, 20xx” on the Questionnaire page.

Select the best reason and

click CONTINUE

Depending on which reason

you selected, the system

will guide you to the

appropriate next page.

Follow and complete the

information as instructed.

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SITUS information

This page allows you to fill in

the DBA, Assessee Name,

Mailing Address and Contact

Information.

Click on the Mailing Address

option to fill in the address.

The default address is the US

Address. Click on appropriate link

for the International Address

option.

Click CONTINUE to proceed

IMPORTANT:

For the remainder of the filing process,

you must complete any field that has an

asterisk (*), which

“DENOTES MANDATORY FIELDS”

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Part I – General Information

This page allows you

to fill in the business

information, Former

Location and Records

Location.

Click here to add

RECORDS LOCATION


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Click UPDATE to input values

for a category.

Part II – Declaration of Property Belonging to You


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Click here to find MORE CATEGORIES

Schedule A – Equipment Input

Click here to ADD asset category. The next page is displayed below.

You can select from the common categories shown in the dropdown list

or click on MORE CATEGORIES to select more specific asset types.

eSDR Tutorial


You have the option to

SAVE AND ADD ANOTHER

CATEGORY or

SAVE AND RETURN

to Schedule A menu page.

Enter the Year of Acquisition and

New Cost for that equipment.

Make sure to SAVE AND RETURN to the Part II screen, shown below:

After an asset CATEGORY has been selected, this page will be displayed.

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All instructions and steps for filling out Schedule B is the same as with Schedule A.

Note: Any additions or disposals reported on Schedule B must also be reported

on Schedule D (not available for Schedule A). Don’t forget to SAVE!

Schedule B - INPUT

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Schedule D – INPUT (only if you have Schedule B costs)

This page is for reporting monthly

acquisitions and disposals of Schedule B

property.

Note: Make sure that you EDIT the

equipment cost of a complete disposal by

entering “0” on the schedule.

Once completed, you can:

1) SAVE AND ADD ANOTHER

or

2) SAVE AND RETURN

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Once you click ADD CATEGORY, follow the next screen to fill in all mandatory fields to

complete the form.

Construction In Progress - INPUT

Once completed, you can:

1) SAVE AND ADD ANOTHER

or

2) SAVE AND RETURN

eSDR Tutorial


Back to PART II – Declaration of Property Belonging to You

Once all schedules have been

updated, click on CONTINUE

to proceed.

Note: At anytime, you have the

option to save and come back

later to finish.

eSDR Tutorial


PART III – Property Belonging to Others

Click here to ADD more rows Click here to input

Lessor mailing address

Click CONTINUE once

completed to proceed

Click DELETE to remove entries

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Ownership Type and Business Description

Select the OWNERSHIP

TYPE and BUSINESS

DESCRIPTION from the

dropdown list and enter

the LEGAL ENTITY

Click CONTINUE once

completed to proceed

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Preview Statement

Once previewed, click

CONTINUE to proceed

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Ready to SUBMIT

Once read, click CONTINUE to

proceed with submittal process

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Make sure to enter the

ASSESSEE/AGENT NAME and

ASSESSEE TITLE

FEDERAL ID is optional but is

preferred

Once you’ve read and verified that the

information is correct, click on

SUBMIT LATER or SUBMIT NOW

to send and complete the eSDR filing.

NOTE:

After final submission, you will be issued a confirmation number

with the time and date to indicate that the eSDR filing was

completed successfully.

Final Submitting Process

contra costa- sdr taxpayer manual

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