Please use the following steps to make a payment:



 

PAYING YOUR FEDERAL TAXES – EFTPS Payments

If you already have an EFTPS account setup, please visit this link: https://www.eftps.gov/eftps/login/loginInitial

    • If you are paying business taxes, enter the businesses EIN number
    • If you are paying personal taxes, enter your social security number
    • Proceed to enter your PIN and password and login to make payment

If you DO NOT have an EFTPS account setup, please visit this link: https://www.eftps.gov/eftps/enrollment/new-enrollment-flow

    1. Accept the Privacy Act and Paperwork Reduction Act.
      1. If you are paying business taxes; select Business under the “Enroll me as” section.
      2. If you are paying personal taxes; select Individual under the “Enroll me as” section.
    2. If you are a Business – you will need to input the following information:
      1. Business information: Employer Identification Number (EIN), Business name, and Business phone
      2. Contact information: Individuals name, address, and phone number)
      3. Financial information: Select “Authorize a transaction yourself” (This is the most common option) Enter the routing number, account number then select the account type either checking or saving.
      4. Click review and verify all your information is correct, if so, proceed and complete the application.
        (IMPORTANT: After the IRS has validated your information, you will receive a Personal Identification Number (PIN) via U.S mail in 5 to 7 business days to the address the IRS has on record. You will need this PIN to make payment, be sure to retain this in a secure place.)
    3. If you are an Individual – you will need to input the following information:
      1. Personal information: Primary taxpayers Social Security Number, Name, and phone number
      2. Contact information: Primary taxpayers name, address, and phone number)
      3. Financial information: Enter the routing number, account number then select the account type either checking or saving.
      4. Click review and verify all your information is correct, if so, proceed and complete the application.
        (IMPORTANT: After the IRS has validated your information, you will receive a Personal Identification Number (PIN) via U.S mail in 5 to 7 business days to the address the IRS has on record. You will need this PIN to make payment, be sure to retain this in a secure place.)

 


 

PAYING YOUR STATE TAXES – FTB Payments

If you already have a MyFTB account setup, please visit this link:
https://www.ftb.ca.gov/pay/index.html

    1. Select your payment option: Bank Account, Credit card, Payment plan.
      (Credit card payments are assessed a 2.3% service fee. Additionally, you will need to create an account with 3rd party payment processor ACI Payments, INC.)
      (Payment plan if you select payment plan you will need to submit an application for approval.)
    2. After you have selected your payment option, you will need to select Personal or Business and input the requested information to verify your identity. (Please note, Sole Proprietorships / Schedule C business must use the Personal Web pay portal.)
    3. If you select business, you will need to notate which entity type your business is structured as, Corporation, LLC, or Partnership. Then enter your Entity ID.
    4. Proceed to make payment via Web Pay (Please note, you will need the PIN that was sent in the mail to complete payment.)

If you DO NOT have a MyFTB account setup, please visit this link:
https://www.ftb.ca.gov/myftb/create-an-account.html

    1. Individual or personal taxpayers will need the following information on hand to register and create their MyFTB account.
      1. Email address
      2. Your social security number
      3. Your name and address that the state of CA has on file
      4. Information from a filed and processed CA tax return for 1 of the last 5 tax years (original returns only, no amended returns):
        1. Year of the tax return
        2. Filing status used on the tax return
        3. CA adjusted gross income (AGI) on the tax return
          (IMPORTANT: the FTB will mail you a Personal Identification Number (PIN). In order to receive your PIN, your current address must be on file. The FTB does not forward PINs, even if you have a mail forwarding order in place. If you need to update your address, call us before you register at (800) 852-5711.)
    2. Business taxpayers will need the following information on hand to register and create their MyFTB account.
      1. Email address
      2. Your company type and account number:
        1. Corporation: 7-digit California Corporation ID number
        2. Limited Liability Company (LLC): 9 or 12-digit Secretary of State (SOS) ID number
        3. Partnership: 9-digit Federal Employer Identification Number (FEIN)
      3. The business address* we have on file
      4. Information from a filed and processed CA tax return for 1 of the last 5 tax years (original returns only, no amended returns):
        1. Year of the tax return
        2. Type of tax return
        3. Net income (loss) on the tax return
          (IMPORTANT: the FTB will mail you a Personal Identification Number (PIN). In order to receive your PIN, your current address must be on file. The FTB does not forward PINs, even if you have a mail forwarding order in place. If you need to update your address, call us before you register at (800) 852-5711.)
    3. After you have received your PIN in the mail, visit this link https://www.ftb.ca.gov/pay/index.html
      1. Select your payment option: Bank Account, Credit card, Payment plan.
        (Credit card payments are assessed a 2.3% service fee. Additionally, you will need to create an account with 3rd party payment processor ACI Payments, INC.)
        (Payment plan if you select payment plan you will need to submit an application for approval)
      2. After you have selected your payment option, you will need to select Personal or Business and input the requested information to verify your identity. (Please note, Sole Proprietorships / Schedule C business must use the Personal Web pay portal.)
      3. If you select business, you will need to notate which entity type your business is structured as, Corporation, LLC, or Partnership. Then enter your Entity ID.
      4. Proceed to make payment via Web Pay (Please note, you will need the PIN that was sent in the mail to complete payment.)

 


 

FOR IRS PAYMENTS USING A DEBIT OR CREDIT CARD

  1. Visit https://www.officialpayments.com/index.jsp
  2. Click Federal IRS Payments
  3. Click Yes
  4. Click Form 1040 Series
  5. Select applicable payment type and year and click Pay
  6. Input how much you would like to pay
  7. Select your payment option and input payment information
  8. Click Accept Terms
  9. Select if you have received a notice for this payment or not
  10. Input your primary taxpayer information (The first person that is listed on your return)
  11. Select if you are filing jointly or not. If yes, input the secondary taxpayers information.
  12. Input your mailing address and phone number. Make sure this information is input exactly how it is listed on your return.
  13. Input your email address if you would like payment confirmation
  14. Review and submit payment

 


 

FOR FTB PAYMENTS USING A DEBIT OR CREDIT CARD

  1. Visit: https://www.officialpayments.com/index.jsp
  2. Click State Payments
  3. Select applicable State
  4. Select payment entity (For California Individual filing payments select California Franchise Tax Board – Personal Income Taxes)
  5. Select payment type and click Make a Payment
  6. Input payment amount and click Continue
  7. Click Accept
  8. Click Continue as Guest
  9. Input your payer information (The information of the person making the payment.)
  10. Select your payment option and input your payment information
  11. Verify information and click Continue
  12. Click Submit

 

Have tax questions? Ask Us.

The first step to hassle-free accounting, tax returns, and tax planning starts by reaching out to one of our representatives.

Contact Us

Robert Hall and Associates Tax Consultants