Individual Tax Balance to IRS (1040-V)

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

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 IRS tax balance due is in Pink

• The payment due date is in Green

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:

• 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)

*To best avoid issues with payment, we recommend using the DirectPay option (Paying from your bank account).

Click the following:

Reason for payment - Balance Due

Apply Payment to - Income Tax - Form 1040

Tax Period for Payment - Year mentioned on the voucher (In red)

Confirm your identity and information from a previous year tax return. For example: For tax year 2021, I will verify my information using my 2020 tax return.

Ensure ALL information is the same as the previous tax return or it will not be verified. Information can be found on the IRS tax return except for the birthdate, which can be found on the first page of the California tax return (540).

Enter the following information:

Tax Year for Verification - Prior year tax return you are confirming

Filing Status

First Name

Last Name

Confirm Last Name

SSN

Confirm SSN

Date of Birthday*

Country of Residence

Street Address

Apt/Suite/Other

P.O. Box

City

State/US Territory

Zip Code

Accept all rights to the Privacy and Paper Reduction Act

*If you have issues verifying your account double-check

• Birthday - See Step 9

• City - Example: If you live in North Hollywood but your return says Los Angeles, you need to enter Los Angeles.

The California tax return has all the information needed to verify your identity. The CA tax return includes the birthdate (in blue)

Enter the following:

Payment Amount - The amount can be found on the tax letter and the vouchers

Confirm Payment Amount - Retype the amount

Payment Date - Choose the date you would like to make the payment

Routing Number

Account Number

Confirm Account Number

Account Type - Checking or Savings

Enter the following information:

Email Address

Confirm Email Address

The IRS will email you the confirmation of payment. Keep for your records and feel free to email Linka & Associates with the confirmation.

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