Pay Tax Balances
Your finalized tax returns are available in your Dropbox folder. Information about any outstanding tax balances can be located in your tax return letter. Additionally, payment vouchers can be accessed both within your tax return and in the Dropbox folder.
You have two options for settling tax balances. You can either mail a check along with the voucher, or make the payment online. For step-by-step instructions on online payments, refer to the details provided below. Alternatively, if you prefer to mail a check, instructions can be found on the voucher.
IRS Step By Step Instructions
Federal Estimated Tax Balance (100-ES)
Federal Automatic Extension of Time (4868)
Federal Amended Tax Return Balance
CA Franchise Tax Board (FTB) Step By Step Instructions
CA Estimated Tax Balance (540-ES)
CA Franchise Tax Board (FTB) LLC Step By Step Instructions
You can find step by step instructions to find your Entity ID in the "Guides" section below
Documents
Tax Organizers
List of Documents Needed to Prepare Tax Returns
Blank Organizer with all Pages
Business Use of Home Organizer
Excel Spreadsheet Guides
Schedule C Income and Expense Tracker
Other