Get Your Updated California Reporting Handbook

California has updated their handbook to reflect some changes for spring filing. The changes include a new Holder's Claim for Reimbursement form (HCR-1), a new Securities Summary (SS-1) form, and new instructions for EFT payments.

As a reminder, EFT payments are allowed for all reports but become a requirement if you are remitting $20,000 or more. If you have $20,000 or more in liability to the state of California, please review the EFT payment section of the handbook very carefully.

The new handbook is available here.

For reporting questions, you can contact California at (916) 464-6284 or by email at ucpreporting@sco.ca.gov.

Author: Danielle Herring

Product Manager, UPExchange