Paying electronically saves your clients time
Your clients can take care of their FTB financial responsibilities electronically, and have the peace of mind that FTB securely received their payment. Paying electronically means your client doesn’t have to spend time writing and mailing a check, and their payment is quickly applied to their account. The various ways your clients can pay electronically are
Electronic funds withdrawal: This is the option to pay electronically when e-filing. Your client can pay when they e-file their balance due return, and not worry about having to remember to mail a check. They can choose the amount they want to pay, as well as the date they want the funds to be transferred from either their checking or savings account. Your clients can even schedule electronic withdrawal for their next year’s estimated tax payments when they e-file.
Web Pay: Your clients can request a debit to their account online, at any time, to pay any FTB liability, including:
- A balance due on their current-year tax return
- Extension payments (Form FTB 3519)
- Estimated tax payments (Form 540-ES)
- Prior-year amounts
- Any bill
Similar to direct debit, your clients choose the amount to pay, and the date the funds should be transferred from their checking or savings accounts.
To use Web Pay, all your clients need is their Social Security Number, and FTB customer service number
Credit Card: Your clients can use their credit cards to pay any bill when they make a payment through Official Payments Corporation. Official Payments Corporation charges a convenience fee of 2.5 percent (minimum $1), and accepts the following cards:
- American Express
If your clients are unable to pay their balances in full, encourage them to apply for an installment agreement online. Generally, your clients will qualify if they:
- Owe a balance of $10,000 or less
- Agree to pay their balance in 36 months or less
- Have filed all personal income tax returns
Online installment agreements are available for balances of $10,000 or less. FTB also accepts installment agreement applications for balances up to $25,000, and for payment periods up to 60 months. However, taxpayers who owe balances between $10,000 and $25,000 should call FTB at (800) 689-4776, to discuss setting up an installment agreement.