Programming or special software is required to create SDR data files in the approved XML format. SDR users are required to register online at www.calbpsfile.org. To request a copy of the XML schema, print and submit a Schema Request form from the Links menu on the SDR homepage. Filing instruction, help screens, and reference materials are provided on the SDR website.

Filers using SDR can print a completed Form 571-L with schedules, filing confirmation and the exact time it was submitted. Statements are stored online for seven (7) years, so you have access to previously submitted statements. Access to your statements(s) is protected with Login ID and Password, and statements are encrypted and transmitted on a secured site to protect confidential information.