Online Services
Payment Plan
If you have a username and password and you wish to request a payment plan, log in here on our secure site. If you do not have a username and password, you can Sign Up Now to register for an Online Services Profile.
Log InIf you cannot pay your total past due amount now, you can request a payment plan. With a payment plan, you can pay down your balance over time, potentially saving yourself additional penalties and interest.
What are the benefits?
- No cost, convenient, and secure.
- Receive instant feedback and in some cases, instant approval.
- Automatically scheduled payments based on dates you choose.
- Payments can be made monthly, biweekly, or weekly.
Who can apply?
Almost any taxpayer with a past due amount can apply. You can propose payments of any amount greater than $10.
Taxpayers with accounts with either of these conditions are not eligible to apply online:
- Your account is in bankruptcy, probate, or receivership, or
- You have a pending or existing approved payment plan.
What happens after I apply?
We immediately review your request. We approve many requests instantly, but some require more evaluation.
What do I need to get started?
Before you apply you will need to:
- Have a billed amount due that is past due,
- File all required tax/fee returns,
- Have your checking or savings account number ready,
- Have your most recent Statement of Account or Payment Voucher,
- Know your username and password.
How do I apply?
To submit your request, log in with your username and password and under the I Want To section, select Request a Payment Plan to begin your request. If you do not have a username and password, you can Sign Up Now to register for an Online Services Profile. If you need help logging in, please watch our video tutorials or call our Customer Service Center at 1-800-400-7115 (TTY: 711).
You can also request a payment plan using the most recent Statement of Account or Payment Voucher you received. To submit your request, on the Online Services Login page, under the Payments section, select Request a Payment Plan to begin your request. You will be prompted to enter the 10-digit Letter ID and the amount due shown on the Statement of Account or Payment Voucher.
Visit our online services log in page to get started.
What actions may be taken if I don't pay?
If you have an outstanding liability with us that you do not pay, we may take collection actions, such as filing a lien against your property or placing a levy against your wages, bank account, or other personal property.
For more information, see publication 54, Tax Collection Procedures and publication 54A, Behind on Your Payment?
How do I claim a refund while making payments?
If you are making payments towards a Notice of Determination (billing) and believe you do not owe the amount due or believe you have been overcharged, you may now file a claim for refund using our Online Services Login page. To submit your claim for refund, log in with your username and password and click on the account for which you want to request a refund. Then under the I Want To section click the More link. Next, select the Submit a Claim for Refund link and follow the prompts. You may file one single timely claim for refund (CDTFA-101, Claim for Refund) to cover any prior payments within the applicable statute of limitations (see publications below for limitation periods), any current payments, and any subsequent payments applied to that billing. If you are disputing more than one billing, you must file a timely claim for refund for each separate billing.
For more information, see publication 17, Appeals Procedures and publication 117, Filing a Claim for Refund.