Individual Estimated Tax Return Balance (540-ES)

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)

Enter the following information:

Social Security Number

Last Name

Characters from picture

Enter the following information:

First Name

Last Name

Street Address

Apartment/Space/Suite

City

State

Zip Code

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."

You can add one or all estimated tax payments by clicking "Add an estimated tax payment"

Information is on the tax letter and vouchers

Enter the following information:

Payment Amount

Payment Date

*You will repeat this action for each estimated payment you are making.

Confirm the following before clicking "continue":

Tax Year

Payments (up to 4)

Is this a joint payment? - Yes or No

Enter the following information:

Routing Number

Accounting Number

Re-enter Account Number

Account Type - Checking or Savings

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