Individual Estimated Tax Return Balance (540-ES)
Ca
1. Find your 540-ES Voucher
How to Read the Voucher:
SSN is Highlighted in Yellow
Tax Year for payment is in Orange
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)
2. Go to Pay by Bank Account (Web Pay) - Personal
3. Choose "WebPay personal"
4. Enter SSN & Last Name
Enter the following information:
Social Security Number
Last Name
Characters from picture
5. Enter Name and Address
Enter the following information:
First Name
Last Name
Street Address
Apartment/Space/Suite
City
State
Zip Code
6. Click "Estimated Tax Payment (Form 540-ES)"
7. Enter Estimated Tax Payments for Each Quarter
For tax year, choose the year listed on the voucher.
You can schedule up to 4 estimated tax payments at one time. (Instructions below)
If this is a joint tax return choose "Yes."
8. Click "Add an Estimated Tax Payment"
You can add one or all estimated tax payments by clicking "Add an estimated tax payment"
Information is on the tax letter and vouchers
9. Enter Payment Amount and Payment Date for each Payment Needed
Enter the following information:
Payment Amount
Payment Date
*You will repeat this action for each estimated payment you are making.
10. Confirm estimated tax payments
Confirm the following before clicking "continue":
Tax Year
Payments (up to 4)
Is this a joint payment? - Yes or No
11. Enter Bank Account Information
Enter the following information:
Routing Number
Accounting Number
Re-enter Account Number
Account Type - Checking or Savings
12. 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.