CA Individual Amended Tax Return Balance
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Shelby Linka

Created Jan 11, 2023

CA Individual Amended Tax Return Balance

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1

Gather you Tax Return and Applicable Vouchers

We have emailed you a copy of your tax return and vouchers. A copy of the files are also in Dropbox.

(Please be aware that a voucher MAY NOT be provided if Shelby has directed you to make the payment directly, or if this was already accounted for during the tax planning process)

2

Look at your Tax Letter

Your tax return letter (Page 2 of your tax return) will tell you ALL the balances you owe.

How to Read the Tax Letter:

  • Tax Year for payment is in Red

  • The CA FTB tax balance due is in Pink

Look at your Tax Letter
3

Find your 3582X Voucher

The voucher will have instructions to mail a check if you wish to. Please continue the instructions if you choose to pay online.

How to Read the Voucher:

  • SSN is Highlighted in Orange

  • Tax Year for payment is in Red

  • Payment Amount is in Pink

(Please be aware that a voucher MAY NOT be provided if Shelby has directed you to make the payment directly, or if this was already accounted for during the tax planning process)

Find your 3582X Voucher
4

Go to Pay by Bank Account (Web Pay) - Personal

5

Choose "WebPay personal"

Choose "WebPay personal"
6

Enter SSN & Last Name

Enter the following information:

Social Security Number

Last Name

Characters from picture

Enter SSN & Last Name
7

Enter Name and Address

Enter the following information:

First Name

Last Name

Street Address

Apartment/Space/Suite

City

State

Zip Code

Enter Name and Address
8

Click "Amended Tax Return Payment"

Click "Amended Tax Return Payment"
9

Enter Payment Amount

Enter the following information:

Payment Amount

Payment Date

Enter Payment Amount
10

Enter Bank Account Information

Enter the following information:

Routing Number

Accounting Number

Re-enter Account Number

Account Type - Checking or Savings

Enter Bank Account Information
11

You Should Receive an email from the Franchise Tax Board confirming the payment

If you still have questions email info@linkacpa.com or call at 818-691-0060.

Well done!
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