Welcome to the California State Association of Counties Finance Corporation's secure web portal for debt offset.

This portal enables California local governments to upload their debt data files to the CSAC-FC clearinghouse for potential offsets against the debtor’s personal state income tax refund through the California Franchise Tax Board. Other features allow local governments to download refund payment files and other reports and to update local agency contact information for debtor inquiry.

Participating local governments must have executed the CSAC-FC Memorandum of Understanding and submitted the registration form before uploading debt files. For more information, please visit the CSAC-FC website and contact CSAC-FC Program Administrator Jim Manker.


Debt File Requirements:

County debt data files must conform to the CSAC-FC debt offset file layout standards. All column names must be included in the file in the correct order, even if no corresponding data exist. Columns designated R (Required) must include the corresponding data. The file layout provides the data definition and its required format.


Debt Refresh Requirements:

Counties should refresh their files at least weekly to reflect new debts or changes in debts by resubmitting the initial debt file in its entirety. Debt amounts should be reduced to reflect any debtor payments. Full repayments should reset the debt amount to $0—do not delete the debtor row. All rows remain in place until the end of the calendar year.


Debt Expiration Requirements:

If a county no longer wants to pursue a specific debt through offset, the county should enter a debt expiration date into the appropriate field. Do not delete the debtor row or reduce the debt to $0.


Debt File Requirements:

County debt data files must conform to the TRECS file layout standards. All column names must be included in the file in the correct order, even if no corresponding data exist. Columns designated R (Required) must include the corresponding data. The file layout provides the data definition and its required format.


Debt Refresh Requirements:

Counties should refresh their files at least weekly to reflect new debts or changes in debts by resubmitting the initial debt file in its entirety. Debt amounts should be reduced to reflect any debtor payments. Full repayments should reset the debt amount to $0—do not delete the debtor row. All rows remain in place until the end of the calendar year.


Debt Expiration Requirements:

If a county no longer wants to pursue a specific debt through offset, the county should enter a debt expiration date into the appropriate field. Do not delete the debtor row or reduce the debt to $0.


New Participants:

New participants must Register to create a user ID (your email address) and password. Upon registration verification, you will be redirected to this page for login. If you are the first participant registering from your local government agency, you will need to complete the “Local Agency Info” form upon logging in to provide all agency contact information.

Returning Users:

Please enter your email and CSAC-FC password and click the “Sign In” button to access portal functionality. Please remember to update the “Local Agency Info” page if personnel or contact information has changed.


This email address will receive success or failure updates regarding uploaded files

Forgot your password?

All new users of the CSAC-FC debt offset web portal must create a user ID and password for access to portal functionality.

Your email address will serve as your user ID. Please enter it below and create and confirm a password. Passwords are case sensitive and must be at least 6 characters in length.

Click the “Register” button when done, and you will be redirected to the verification page. A verification code will be sent to your email address via NACoDSOCA@farragut.com.


Already registered? Verify registration

If you are experiencing trouble registering, please call (877) 265-4770.

A verification code was sent to your email address via NACoDSOCA@farragut.com. Please enter the code and click the “Confirm” button. You will be redirected to CSAC-FC login page to access CSAC-FC functionality.

To reset your password, enter your email address and click the "Reset password" button. You will be redirected to a password reset page. A verification code will be sent to your email address via NACoDSOCA@farragut.com.


Already received a code?

A verification code was sent to your email address via NACoDSOCA@farragut.com. Please enter the code and your new password and click the “Reset password” button. You will be redirected to CSAC-FC login page to access CSAC-FC functionality.

If you are experiencing trouble registering, please call (877) 265-4770.

Welcome to the California State Association of Counties Finance Corporation's secure debt offset file upload site.

This page enables California local governments to upload their debt data files to the CSAC-FC clearinghouse for potential offsets against the debtor’s personal state income tax refund and/or state lottery winnings through the California Department of Revenue.

Please identify the location of the debt data file you would like to upload and ensure that it is in the appropriate format for uploading. Please visit the CSAC-FC website for format instructions. Please note that your file must be in this exact format, e.g. column names, order, data structure, or your file will fail to process.


Debt File Requirements:

County debt data files must conform to the CSAC-FC debt offset file layout standards. All column names must be included in the file in the correct order, even if no corresponding data exist. Columns designated R (Required) must include the corresponding data. The file layout provides the data definition and its required format.


Debt Refresh Requirements:

Counties should refresh their files at least weekly to reflect new debts or changes in debts by resubmitting the initial debt file in its entirety. Debt amounts should be reduced to reflect any debtor payments. Full repayments should reset the debt amount to $0—do not delete the debtor row. All rows remain in place until the end of the calendar year.


Debt Expiration Requirements:

If a county no longer wants to pursue a specific debt through offset, the county should enter a debt expiration date into the appropriate field. Do not delete the debtor row or reduce the debt to $0.


Click on the "Browse..." button to select the data file for upload. Please note that this file will be on your local government’s network or locally on your PC.

Once the file is selected, click on the “Upload” button to upload. Successful uploads will generate an automatic email confirmation to the email with which you are logged in. Failed uploads will also generate an automatic email. Please expect the confirmation within 15 minutes.


Please note that we are experiencing JavaScript incompatibility issues with Microsoft Edge and ask that files be uploaded via another browser.

If you are experiencing trouble uploading your file or are having technical issues, please call (877) 265-4770.

NACo Match File Upload Page

Please identify the location of the match update file you would like to upload and ensure that it is in the appropriate format for uploading.

Click on the "Browse" button to select the data file for upload.

Once the file is selected, click on the “Upload” button to upload. Successful uploads will generate an automatic email confirmation to the email entered in the LOGIN process. Failed uploads will also generate an automatic email. Please expect the confirmation within 15 minutes.


Please note that we are experiencing JavaScript incompatibility issues with Microsoft Edge and ask that files be uploaded via another browser.

Agency Code

Welcome to the California State Association of Counties Finance Corporation's secure debt file download site.

This page enables California local governments to download their debt payment and other data files generated by the CSAC-FC clearinghouse.

Files are labeled by type and run date, with the latest files listed first.

Please note that an individual file will be available at this download site for up to 30 days after its run date.

To download to your local PC, please select the data file for download and follow your browser’s instructions.

If you are experiencing trouble downloading your file or are having technical issues, please call (877) 265-4770.

Files available for download:

Welcome to the California State Association of Counties Finance Corporation's secure “Local Agency Info” site.

This page enables California local governments to complete and update local agency information. New entries and changes must be SAVED by clicking on the “Save” button to retain data input.

Agency Code

Coordinator for Liasing with CSAC-FC Clearinghouse

This local agency representative has authority to act on behalf of the local government agency on clearinghouse issues.

Must be 10 or 11 digits long, and can only include numbers and hyphens

Contact for Interactive Voice Response (IVR) System for Debtors and Debtor Correspondence

This local agency representative’s name and phone number will be provided by the IVR system for debtor inquiries about the debt and will be included on any personal correspondence with the debtor (can be same as Coordinator).

Some local agencies have established a help desk to receive and respond to taxpayer calls. If your local agency would prefer that the IVR reference your help desk or other generic entity, please fill in the name of this entity in place of a representative's name.

Must be 10 or 11 digits long, and can only include numbers and hyphens

Local Agency Information