Ready to make a tax payment?

  • Federal and California payment options for individuals are provided below

Federal Payment Options

  • Overview:

    • An IRS Online Account is a taxpayer portal for making payments, pulling transcripts, checking account status, etc.

    • To set up an IRS Online Account, you will need to verify your ID remotely. You can read more about the process here:

    • Payments can be scheduled up to 365 days in advance

    • Cancel payments up to 2-3 business days before the payment is scheduled

    Payment Instructions for IRS Online Account

    • Go to: https://www.irs.gov/payments/your-online-account

    • Login to your account.

      • If filing a joint return, login using the account for the taxpayer listed first on the return

    • From the top menu bar, select Payments > Payment Options

    • Select “Make a Payment”

    • Under “Select Your Payment”, choose the appropriate payment type. The most common choices are:

      • "Pay [YEAR] Income Tax" for making a tax return payment

      • "Estimated Tax" for making a quarterly estimate payment

      • "Amended Return" for making a payment for an amended return

    • Follow on-screen prompts to complete payment

    • Once finished, be sure to confirm that payment clears your bank account. Payments typically process within 2-3 business days of the scheduled payment date.

  • Overview:

    • IRS Direct Pay is online tax payment portal that does not require a login

    • Payments can be scheduled up to 365 days in advance

    • Cancel payments up to 2-3 business days before the payment is scheduled

    Payment Instructions:

    • Go to: https://www.irs.gov/payments/direct-pay

    • Select "Make a payment"

    • Select the "Reason for Payment". Common options include:

      • "Balance Due" for making the tax return payment

      • "Estimated Tax" for making a quarterly estimate payment

      • "Amended Return" for making an amended return payment

    • Select what to "Apply payment to". Common options include:

      • "Income Tax - Form 1040" for a tax return payment

      • "1040ES..." for a quarterly estimate payment

      • "1040X" for an amended return

    • Select the appropriate tax year that payment is for

    • Continue to next page

    • Enter information from a prior year return to verify your ID.

      • If verification fails, choose a different year to verify and try again. Joint filers may need to use the information of the person listed first on the return.

    • Continue to next page

    • Enter Federal payment information and follow on-screen prompts to complete payment

    • Once finished, be sure to confirm that payment clears your bank account. Payments typically process within 2-3 business days of the scheduled payment date.

  • To pay by check, see instructions and voucher provided or contact us.

    • The 3 options above are the best for most situations in Joe's opinion. However, for additional payment options, see:

California Payment Options

  • MyFTB Account Overview:

    • A MyFTB Account is an online portal for making payments, viewing notices, checking payment history, etc.

    • To set up a login, you can either verify your ID by answering certain questions or having a PIN mailed to you. You can read more about this process here:

    • Payments can be scheduled up to 1 year in advance

    • Cancel payments up to 2-3 business days before the scheduled date of withdraw by calling 916-845-0353

    How to use a MyFTB Account to make a payment:

    • Go to: https://www.ftb.ca.gov/myftb/index.asp

    • Login to your account. If filing a joint return, login using the account for the taxpayer listed first on the return

    • Click “Make a Payment”

    • For payment type, select “Estimated Tax Payment (Form 540-ES)”

    • Select the appropriate payment type. Common payment types include:

      • “Tax Return Payment” for a return balance due

      • “Estimated Tax Payment (Form 540-ES)” for a quarterly estimated payment

      • “Amended Tax Return Payment” for an amended return

    • Follow on-screen prompts to complete remaining information

    • Once finished, be sure to confirm that payment clears your bank account. Payments typically process within 2-3 business days of the scheduled payment date.

  • Overview:

    • California Web Pay is an online tax payment portal that does not require login

    • Payments can be scheduled up to 1 year in advance

    • Cancel payments up to 2 business days before the scheduled date of withdraw by calling 916-845-0353

    Payment Instructions:

    • Go to: https://www.ftb.ca.gov/pay/bank-account/index.asp

    • Click "Use Web Pay personal"

    • Follow on-screen prompts and enter personal information

    • Select the appropriate payment type. Common options include:

      • "Tax Return Payment" for a return balance due

      • "Estimated Tax Payment (Form 540 - ES)" for a quarterly estimate payment

      • "Amended Tax Return Payment" for an amended tax return

    • Select the appropriate tax year

    • Enter the California payment amount and payment date

    • Select whether a joint payment

    • Follow on-screen prompts to complete payment

    • Once finished, be sure to confirm that payment clears your bank account. Payments typically process within 2-3 business days of the scheduled payment date.

  • To pay by check, see instructions and voucher provided or contact us.

    Note that California requires electronic payment if you have:

    • Made an estimated tax or extension payment over $20,000

    • Filed an original return with a tax liability over $80,000