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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 […]

Danielle Herring

Product Manager, UPExchange

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California Announces Changes for Securities Reporting

If you report securities (stocks, bonds, mutual funds, etc) to California, you’ll want to read the notices posted to their website today. The SS-1 form, which is required when reporting securities, has been redesigned. You can view and download the new form here under the ‘Securities’ heading. The instructions for reporting have also changed. Click […]

Danielle Herring

Product Manager, UPExchange

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