Client Resource Center
Federal Refund Status
Check Your Federal Refund
IRS Where's My Refund Tool
You will need:
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Social Security Number
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Filing Status
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Exact Refund Amount from your tax return
Refund Tracking Statuses
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Return Received
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Refund Approved
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Refund Sent
California Refund Status
Check Your California Refund
California Franchise Tax Board Refund Status
You will need:
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Social Security Number
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Zip Code
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Exact Refund Amount
Estimated Tax Payment Center
Sole Proprietor (Schedule C)
Who Pays?
The individual owner pays taxes personally.
Federal Estimated Tax Payments
Payment Website
Boxes to Select
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Reason for Payment:
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Estimated Tax
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Apply Payment To:
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1040ES
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Tax Period:
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Current Tax Year
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Enter:
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Name
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SSN
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Address
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California Estimated Payments
Payment Website
California Web Pay for Individuals
Select
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Estimated Tax Payment
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Current Tax Year
Use:
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Social Security Number
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Personal Information
Single-Member LLC
Who Pays?
Unless taxed as an S Corporation or C Corporation, the owner pays personally.
Federal
Follow the same steps as Sole Proprietor.
California
Follow the same steps as Sole Proprietor.
Partnership (1065)
Who Pays?
The partnership generally does not pay federal income tax.
Partners pay taxes individually on their K-1 income.
Federal Payments
Each partner makes estimated payments through:
Select:
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Estimated Tax
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1040ES
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Current Tax Year
Use:
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Partner's SSN
California
Each partner pays through:
California Web Pay for Individuals
Using:
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Partner's SSN
S Corporation (1120-S)
Who Pays?
The S Corporation generally does not pay federal income tax.
The shareholder pays tax personally on pass-through income.
Federal Payments
Shareholder makes payment through:
Select:
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Estimated Tax
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1040ES
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Current Tax Year
Use:
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Shareholder SSN
California
Pay through:
California Web Pay for Individuals
Use:
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Shareholder SSN
California S Corporation Annual Tax
Business pays:
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$800 Annual Franchise Tax
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Potential 1.5% California tax on net income
Payment Website:
Use:
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FEIN
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Secretary of State Number
C Corporation (1120)
Who Pays?
The corporation pays its own taxes.
Federal Corporate Estimated Tax
Payment Website:
Select:
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Corporate Estimated Tax
Use:
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FEIN
California Corporate Estimated Tax
Payment Website:
Use:
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FEIN
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California Corporation Number
IRS Transcript Request Center
Request IRS Transcripts Online
IRS Get Transcript
Available Transcript Types:
Tax Return Transcript
Shows:
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Most line items from filed return
Used For:
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Mortgage Applications
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Student Aid
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Income Verification
Wage & Income Transcript
Shows:
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W-2s
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1099s
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1098s
Used For:
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Missing Tax Documents
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Tax Preparation
Account Transcript
Shows:
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Payments
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Penalties
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IRS Adjustments
Used For:
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IRS Notices
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Payment History
Record of Account Transcript
Combines:
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Return Transcript
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Account Transcript
Single-Member LLC
Who Pays?
Unless taxed as an S Corporation or C Corporation, the owner pays personally.
Federal
Follow the same steps as Sole Proprietor.
California
Follow the same steps as Sole Proprietor.
California
Pay through:
California Web Pay for Individuals
Use:
-
Shareholder SSN
California S Corporation Annual Tax
Business pays:
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$800 Annual Franchise Tax
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Potential 1.5% California tax on net income
Payment Website:
Use:
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FEIN
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Secretary of State Number
California Tax Records
Request California Tax Information
Available Records:
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Tax Return Information
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Payment History
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Balance Due Information
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Refund Information
Common Tax Deadlines
Individual Estimated Taxes
Quarter Due Date
Q1 April 15
Q2 June 15
Q3 September 15
Q4 January 15
Business Returns
Return Type Due Date
Partnership (1065) March 15
S Corporation (1120-S) March 15
C Corporation (1120) April 15
Individual (1040) April 15