Links+Forms

Income Tax

Pay IRS Tax Balance via IRS Direct-Pay

Pay CA FTB Tax Balance via FTB Web-Pay

Where is My Refund? Status lookup for IRS and State for Personal returns

IRS Tax Tables

New from TY2021. CA PTE Tax (Pass-through Entity Tax) Information

To get IRS ID PIN letter: (a) Call IRS at 800-908-4490 or (b) use IRS online services at online

To get replacement Form 1095-A call CoveredCA at 1-800-300-1506 or contact the original agent who assisted with enrollment into program. See link for complete info

Payroll

IRS Form W4

IRS Form W4 Calculator app

Form I-9: Employment Eligibility Verification

IRS Form W9

CA CalSavers Employee Opt-Out Form

Sales Tax

CA Sales Tax Rate Link – Lookup by Address

Change of Address

IRS Form 8822-Change of Address for Individual(s)

IRS Form 8822B-Change of Address for Business Tax Returns

CA FTB Form 3533-Change of Address for Individual(s)

CA FTB Form 3533B-Change of Address for Business

Mail CA Change of Address form to:

FRANCHISE TAX BOARD, PO BOX 942840,  SACRAMENTO, CA 94240-0002

CA PTE Payment instructions

Information that you will need: (a) Entity Name, (b) Entity Type for tax purposes: Corporation, Partnership or LLC, (c) CA Corp/LLC/Partnership ID #, (c) Tax Year being paid, either 2023 or 2024. Also, in most cases, when prompted by FTB website, tax year is calendar year, i.e. from January 1st to December 31st

Pay online at CA FTB website https://webapp.ftb.ca.gov/webpay/login/belogin?Submit=Use+Web+Pay+business

Selections if you’re paying without a Login:

Select Entity Type (Corporation/LLC/Partnership}, enter Entity ID, Your Contact info, “Form 100, 100S…”, PTE Elective Tax-Form 3893, Tax Year 2023 or 2024 as applicable (01-01-{Year} to 12-31-{Year}), enter Tax Amount, Date. Follow the remaining prompts to enter info from your checkbook.

Selections if you’re paying with a Login:

Select Make-a-payment, “Form 100, 100S…”, PTE Elective Tax-Form 3893, Tax Year 2023 or 2024 as applicable (01-01-{Year} to 12-31-{Year}), enter Tax Amount, Date. Follow the remaining prompts to enter info from your checkbook.

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