Individuals

Federal Payments

Click here to make your federal tax payments online

Select the reason for payment. 

Federal Return Balance

  • Reason for payment: Balance Due
  • Apply Payments To: Income Tax – Form 1040
  • Tax Period: 2023
  • Select 2022 for verification and enter personal information
  • Enter payment amount along with banking details

Federal Estimated Payments

  • Reason for payment: Estimated Tax
  • Apply Payments To: 1040ES
  • Tax Period: 2024
  • Select 2022 for verification and enter personal information
  • Enter payment amount along with banking details

California Payments

Click here to access the FTB payment portal

Select the reason for payment. 

CA Return Balance

Payment Type: Tax Return Payment

Payment Info:

  • Tax Year: 2023
  • Payment Amount: [amount on client letter]
  • Payment Date: [enter today’s date]
  • Joint Return: [Yes/No]
  • For SSN #, Enter: Taxpayer’s SSN #
  • Enter: Spouse/Domestic Partner Information
  • Enter personal bank account information and submit

CA Estimated Payments

Payment Type: Estimated Tax Payment (540-ES)

Payment Info:

  • Tax Year: 2024
  • Add an Payment Amount:[amount on client letter]
  • Payment Date: [prior to due date shown]
  • Joint Return: [Yes/No]
  • For SSN #, Enter: Taxpayer’s SSN #
  • Enter: Spouse/Domestic Partner Information
  • Enter personal bank account information and submit

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