Courtney Anderson EA Tax
Courtney Anderson EA Tax
Financially Conscious. Health Conscious. Earth Conscious.

Steps to Paying Your Individual Tax Liabilities 
to the IRS & CA FTB Online

STEP ONE: Pay Federal Taxes to the IRS

- Make payments here: IRS.gov/payments

- You may use either a bank account (no fees) or use a Credit Card (has fees)

- If you need to apply for a payment plan, you can find out more info and where to apply by clicking here

- Select Reason for Payment. Some helpful tips:

        ~ If you are paying your regular annual tax liability because you did not have a direct debit set up on your                 filed tax return, please select "Balance Due"

~ If you are paying an estimated amount ahead of time for your current year tax liability (typically used by       Sole Proprietors or tax payers with pass-thru entities), please select "Estimated Tax"

~ If you are making a payment on an Installment Plan for a plan that has ALREADY been set up with the IRS,       select "Payment Plan/Installment Agreement"

- Follow the rest of the prompts to enter your personal information and submit payment
- Save payment confirmation information for your records
- If this was an Estimated Tax Payment, please keep safe with your current year tax documents for when you         file your next tax return and/or email to Courtney

STEP TWO: Pay CA State Taxes to the CA Franchise Tax Board
- Make payments here: ftb.ca.gov/pay
- You may either pay with a bank account (no fee), with a credit card (has fees), or apply for a Payment Plan
- Follow the prompts to enter your personal information and submit payment
- Save payment confirmation information for your records
- If this was an Estimated Tax Payment, please keep safe with your current year tax documents for when you        file your next tax return and/or email to Courtney

STEP THREE (optional): Create an Online IRS Account 
- You can create an online IRS Account by clicking here
- This account will allow you to do the following:
~ View Your Balance
~ View or Create Payment Plans
~ Make and View Payments
~ Manage Communication Preferences
~ Access Tax Records
~ View Tax Pro Authorizations

STEP FOUR (optional): Create an Online My FTB Account
- You can create an online MyFTB Account by clicking here
- This account will allow you to do the following:
~ View account balance and tax year or account period details
~ View estimated payments and credits before filing a return
~ View payment history
~ View a list and images of tax returns
~ View a list and images of notices and correspondence
~ View and update contact information
~ View proposed assessments
~ View a list of authorized representatives and manage who can access your account
~ View a list of activities that occurred on your account
~ Calculate a balance due for a date in the future
~ File a power of attorney (POA)
~ And more!