How to Pay Your Taxes Online

IRS Direct Pay is a simple, free way to pay your taxes directly from your bank account. There’s no need to register, but you’ll need to verify your identity before submitting a payment.

Here’s how:

Step 1: Go to the IRS Direct Pay Page

Visit IRS Direct Pay and click “Make a Payment.”

Step 2: Enter Your Tax Details

Pick the options that apply:

• Reason for Payment: For example, choose “Balance Due” if you’re paying taxes owed from your most recent return, or “Estimated Taxes” if you’re making a quarterly payment.
• Payment Type: Usually, this will be Form 1040.
• Tax Year: Select the year for which you’re making the payment.

Step 3: Verify Your Identity

Provide information to confirm your identity:

• A prior tax year for verification (it doesn’t have to be the current one).
• The address, Social Security number, and filing status used on that tax return.

Tip: Make sure the info matches exactly what was filed for that year.

Step 4: Enter Payment Details

• Enter the amount, date, and your bank account info (checking or savings).
• Opt to receive an email confirmation for your records.

Step 5: Review and Submit

Double-check everything, then submit your payment.

For faster future payments, consider creating an IRS account to save your information.

Paying Your California Taxes – FTB Payments

Already Have a MyFTB Account?

If you’re set up with MyFTB, you can make your payment here: FTB Payment Portal.

Steps to Pay:

1. Choose your payment method:
   • Bank Account (recommended)
   • Credit Card (2.3% service fee applies; processed through ACI Payments, Inc.)
   • Payment Plan (requires application and approval)
2. Enter your information:
   • If you’re an individual or sole proprietor (Schedule C), use the Personal Web Pay portal.
   • For businesses, select your entity type (Corporation, LLC, or Partnership) and provide your Entity ID.
3. Complete your payment:
   • You’ll need the PIN that was mailed to you to finalize payment.

Don’t Have a MyFTB Account Yet?

No worries! Follow these steps to create your account:

1. Go to MyFTB Account Registration.

For Individuals/Sole Proprietors:

• Have these ready:
  • Email address
  • Social Security Number
  • Name and address (must match what’s on file with the state)
  • Info from one original CA tax return from the last 5 years (year, filing status, and CA AGI).
• IMPORTANT: The FTB will mail you a PIN. Make sure your current addressis on file because they don’t forward PINs. If you need to update your address, call (800) 852-5711 before registering.

For Businesses:

• Gather this info:
  • Email address
  • Your company’s type and account number:
    • Corporation: 7-digit CA Corporation ID
    • LLC: 9- or 12-digit Secretary of State ID
    • Partnership: 9-digit Federal EIN
  • Address on file with the FTB
  • Info from one original CA tax return from the last 5 years (year, type, and net income/loss).
• IMPORTANT: A PIN will be mailed to your business address. Update your address with the FTB first if needed.

2. Once you receive your PIN, visit the FTB Payment Portal  to make your payment.

Steps to Pay After PIN:

1. Select your payment option (Bank Account, Credit Card, or Payment Plan).
2. Provide the required information:
   • Individuals/Sole Proprietors: Use the Personal Web Pay portal.
   • Businesses: Select your entity type (Corporation, LLC, or Partnership) and enter your Entity ID.
3. Complete your payment using your PIN.

Need Help?

If you have questions about making federal or state tax payments:

• Email us at: info@RocketTraderTaxCPA.com
• Message us through the client portal.

Need instructions for paying taxes in another state? Send us a message, and we’ll provide the details directly to you.

We’re here to help!