esdr Tutorial Website to file online: Note: This field is for registering and filing through the

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1 OFFICE OF THE ASSESSOR COUNTY OF CONTRA COSTA October 2014

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.

2 Website to file online: 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. If you have the ACCOUNT and BIN numbers, click here to start filing your individual statements through the interactive e-file system. Contra Costa Assessor s Office 1

3 esdr LOGIN LOGIN: ACCOUNT NUMBER 10 digits, no dashes BIN NUMBER 10 digits NOTE: A new BIN will be issued each year. Contra Costa Assessor s Office 2

4 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. Contra Costa Assessor s Office 3

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.

5 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. (925) 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. 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. Contra Costa Assessor s Office 4

6 This page will display when you select the My filing requires additional documentation not normally required by the Assessor on the Questionnaire page. (925) Contra Costa Assessor s Office 5

7 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. Contra Costa Assessor s Office 6

SITUS information IMPORTANT: For the remainder of the filing process, you must complete any field that has an asterisk (*), which DENOTES MANDATORY FIELDS This page allows you to fill in the DBA,

8 SITUS information IMPORTANT: For the remainder of the filing process, you must complete any field that has an asterisk (*), which DENOTES MANDATORY FIELDS 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 Contra Costa Assessor s Office 7

9 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 Click CONTINUE to proceed Contra Costa Assessor s Office 8

10 Part II Declaration of Property Belonging to You Click UPDATE to input values for a category. Click CONTINUE to proceed Contra Costa Assessor s Office 9

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

11 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. Click here to find MORE CATEGORIES Contra Costa Assessor s Office 10

12 After an asset CATEGORY has been selected, this page will be displayed. 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: Contra Costa Assessor s Office 11

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

13 Schedule B - INPUT 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! Contra Costa Assessor s Office 12

Note: Make sure that you EDIT the equipment cost of a complete disposal by entering 0

14 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: or 1) SAVE AND ADD ANOTHER 2) SAVE AND RETURN Contra Costa Assessor s Office 13

15 Construction In Progress - INPUT Once you click ADD CATEGORY, follow the next screen to fill in all mandatory fields to complete the form. Once completed, you can: or 1) SAVE AND ADD ANOTHER 2) SAVE AND RETURN Contra Costa Assessor s Office 14

16 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. Contra Costa Assessor s Office 15

17 PART III Property Belonging to Others Click DELETE to remove entries Click here to input Lessor mailing address Click here to ADD more rows Click CONTINUE once completed to proceed Contra Costa Assessor s Office 16

18 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 Contra Costa Assessor s Office 17

19 Preview Statement Once previewed, click CONTINUE to proceed Contra Costa Assessor s Office 18

20 Ready to SUBMIT Once read, click CONTINUE to proceed with submittal process Contra Costa Assessor s Office 19

Final Submitting Process 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

21 Final Submitting Process 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. Contra Costa Assessor s Office 20

esdr Tutorial e SDR Tutorial OFFICE OF THE ASSESSOR COUNTY OF CONTRA COSTA January 2017

esdr Tutorial e SDR Tutorial OFFICE OF THE ASSESSOR COUNTY OF CONTRA COSTA January 2017 esdr Tutorial OFFICE OF THE ASSESSOR COUNTY OF CONTRA COSTA January 2017 Website to file online: https://www.calbpsfile.org If you have the ACCOUNT and BIN numbers, enter them with here to start filing