Individual Tax Return Balance (3582)
Ca
1. Gather your 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.
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
The payment due date is in Green
(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)
3. Find your 3582 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 Yellow
Tax Year for payment is in Orange
Payment Amount is in Pink
4. Go to Pay by Bank Account (Web Pay) - Personal
5. Choose "Use WebPay personal"
6. Enter SSN & Last Name
Enter the following information:
Social Security Number
Last Name
Characters from picture
7. Enter Name and Address
Enter the following information:
First Name
Last Name
Street Address
Apartment/Space/Suite
City
State
Zip Code
8. Click "Tax Return Payment"
9. Enter Payment Information
Enter the following information:
Tax Year - Year can be found on the voucher
Payment Amount - Payment can be found on voucher
Payment Date
10. Enter Bank Account Information
Enter the following information:
Routing Number
Accounting Number
Re-enter Account Number
Account Type - Checking or Savings
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.