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Individual Income Taxes:
Tax Payment Due

**UPDATED 3/9/2024**

2023 taxes due 4/15/2023

CA LLC and S-Corp taxes due 3/15 (see below)

Websites to pay taxes:

IRS.gov/pay

https://youtu.be/ee09jziNAOk

If you already have an account, choose "account" if not, choose "Pay Now"

If you have problems with IRS, use 

PayUSATax.com

https://youtu.be/ZhQ6fSzba2E

Choose 2023 to pay 2023 taxes

Pay CA Taxes:

FTB.CA.GOV/Pay

https://youtu.be/0yIpXGVvGYk

If you can't pay by 4/15/2023
Try to pay at least the CA amount

There is an immediate 5% penalty for CA (yes, even for being one day late!) then .05% each month thereafter

IRS / FED penalty is ~1% a month

WARNING: Do not pay more than a single tax payment over $80,000 or you will be locked in to CA e-pay mandate, which is a penalty of 1% of every future payment that you do not pay through the E-Pay website.

https://www.ftb.ca.gov/pay/mandatory-e-pay.html

Individual Income Taxes:
Estimated Taxes

2024 Estimated Tax Payments due: 4/15, 6/17, 9/16, and 1/15/2025

Calculate your ES payment by either:

  • At least 90% of your tax liability for the current year (if you have your bookkeeping up-to-date and know your current year's profits) 

  • 100% of your tax bill for the previous year (110% for those with AGI over $150,000 if filing jointly or $75,000 if filing single 

The IRS has quietly been steadily increasing interest rates by 1% a quarter to more than 2x what they were in 2021. The rates were 3% for Q1 (Jan-Mar), 4% for Q2 (April-June), 5% for Q3 (July-Sep), 6% for Q4 (Oct-Dec) and now 7% for all of 2023. 

Websites to pay taxes:

IRS.gov/pay

https://youtu.be/ee09jziNAOk

Follow the same steps in the video above, but choose Estimated Tax - (2024 will be the only option) 

If you have not yet paid any estimates, try to pay as much as you can, as soon as you can to avoid interest and penalties. 

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-- 2024

Note: You can schedule payments for a future date on this screen.
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If you have problems with IRS.gov, use

PayUSATax.com

https://youtu.be/ZhQ6fSzba2E

Pay 2024 CA Estimated Taxes:

FTB.CA.GOV/Pay

Follow the same steps in the video above, but choose Estimated Tax Payment (Form 540-ES)

Then choose the tax year 2024 to pay 2024 Estimated tax payments

Note: You can schedule up to 4 payments on this screen.

WARNING: Do not pay a single estimate over $20,000 or you will be locked in to CA e-pay mandate, which is a penalty of 1% of every future payment that you do not pay through the E-Pay website.

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-- 2024

CA S-Corp Income Taxes / Franchise Tax

Pay CA S-Corp Income taxes 

FTB.CA.GOV/Pay

Here's a walkthrough video:

https://www.youtube.com/watch?v=x9cGe1WFFZQ

Every year, S-Corps doing business in CA must pay a 1.5% tax (minimum $800 per year, except year 1) 

LLC's must pay a $800 franchise tax, along with another tax based on income. 

CA taxes are based on how your entity is TAXED, not how it is structured. You can have an LLC taxed as an S-Corp. 

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Choose Corporation if you are STRUCTURED as a Corporation

Choose LLC if you are STRUCTURED as an LLC

Not sure your Entity ID? Look at last year's return, your articles of incorporation, or use this website to look it up

https://bizfileonline.sos.ca.gov/search/business

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Select 100 if you are TAXED as a C-Corp

100S if you are TAXED as an S-Corp

Select 568 if you are an LLC - not pictured

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Select [Estimated] if you are paying your current year's taxes in the current year. I.E. you are paying your 2024 taxes due in 2024, during 2024. 

Select [Original return] if you are paying after the close of that year. I.E. Paying S-Corp taxes for 2024 on the due date of 3/15/2025. (any date after 1/1/2024)

 - Note that paying on the due date instead of in the current year incurs a $25 in late payment penalty 

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CA S-Corp PTE/PTET - Passthrough Tax

Go through the prompts above, then choose [Pass-Through] on this screen 

PTET must be paid at least $1,000 or 50% of prior year's PTET by June 1 of the current year (2023 was pushed back to Oct 16)

- Note that paying PTET in 2023 will reflect as a CA personal income tax payment on your 2023 taxes. In other words, this PTET payment is like paying individual ES taxes for CA - it will credit to your 2023 CA individual taxes. 

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