Online Services
Payment Plan

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If you have a username and password and you wish to request a payment plan, log in to get started.

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If you do not have a username and password, you can Sign Up Now to register for an online services profile.

If you cannot pay your total past due amount now, a payment plan can be requested. A payment plan allows you to pay down your balance over time, potentially saving you additional penalties and interest.

Most taxpayers with a past due amount can apply. You cannot apply online if:

  • Your account is in bankruptcy, probate, or receivership.
  • You already have a pending or existing approved payment plan.

Benefits of a payment plan

  • No cost, convenient, and secure.
  • Get instant feedback and in some cases, instant approval.
  • Payments are automatically scheduled based on dates you select.
  • Payments can be made monthly, twice monthly, bi-weekly, or weekly.

Before you apply

Before you apply, you will need to:

  • Have a past-due billed amount.
  • File all required tax/fee returns.
  • Have your payment information ready. You may pay using a checking or savings account. For payment plans of 12 months or less, you may have the option to pay by credit card.
  • Have your most recent Statement of Account or Payment Voucher.
  • Know your username and password.

After you apply

We approve many requests instantly. Some requests require additional review. If your request needs further review, you will be notified once a decision has been made.

How to apply

To submit your request, log in using your username and password. Under the I Want To section, select Request a Payment Plan to begin your request. If you need help logging in, please watch our Logging In video tutorials or call our Customer Service Center at 1-800-400-7115 (TTY: 711).

You can also request a payment plan using your most recent Statement of Account or Payment Voucher. To submit your request, visit our Online Services 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 your Statement of Account or Payment Voucher. For more information, please see our Request a Payment Plan video tutorial.

Actions that may be taken if you don't pay

If you have an outstanding liability that remains unpaid, we may take collection actions, such as filing a lien against your property or levying 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 to 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 file a claim for refund using our Online Services page. To submit your claim for refund, log in with your username and password and select the account you want to request a refund. Under the I Want To section, select the More link, then select Submit a Claim for Refund 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), as well as any current payments or future payments applied to that billing. If you are disputing more than one billing, you must file a timely claim for refund for each billing separately.

For more information, see publication 17, Appeals Procedures and publication 117, Filing a Claim for Refund.