Questions about California Sales Tax Permit

Accounting & Taxes

Topic summary

Applicants for a California Sales Tax Permit (CDTFA) using Shopify are asked to provide “Merchant Card Processor Name” and “Merchant Card Processor Account.” The core question is what to enter when using Shopify Payments.

Key updates and guidance:

  • Shopify staff will provide the required identifiers privately (via email/support) for privacy reasons and shared general tax resources. Many users requested the same info.
  • Community feedback reports support chat can provide the details quickly. One user confirmed the processor name as “Shopify Payments,” and received an account number from support.
  • A community-sourced answer (linked thread) suggests: Processor Name = “Shopify Payments”; Processor Account = your Shopify ID, visible in the admin by clicking “Manage Account” and reading the ID in the URL (https://accounts.shopify.com/accounts/).

Actions:

  • Enter “Shopify Payments” as the Merchant Card Processor Name.
  • Obtain the exact account identifier from Shopify Support, or use the Shopify ID as suggested by the community if accepted by CDTFA. Do not post identifiers publicly.

Status: No definitive on-thread, official format for the account number; community guidance is consistent. The discussion remains open with ongoing requests.

Summarized with AI on December 29. AI used: gpt-5.
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Hi guys, I had the same question and this thread had the answer: https://community.shopify.com/c/Accounting-Taxes/Stuck-on-Credit-Card-Processor-section-of-CA-Sellers-Permit/td-p/444766

Merchant Card Processor Name is simply “Shopify Payments”

Merchant Card Processor Account is simply your Shopify ID which you can find on your admin page on the top right by clicking “Manage Account” and looking at the URL. It should look like https://accounts.shopify.com/accounts/<id>