Client Help

How to videos for clients

Short videos with written steps for the things clients ask about most. Start with paying the IRS, New Jersey and New York online. Stuck on a step? Call us and we’ll walk you through it.

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Payments

Pay your taxes online

Estimated payments and balances due for the IRS, New Jersey and New York. Each video stops at the login or identity step, so no real information appears in it.

Estimated tax

Paying this year’s tax as you go, usually in four installments: April 15, June 15, September 15 and January 15 of the next year.

Balance due

Tax you owe on your return that you choose to pay yourself online, instead of having it withdrawn when we file. Also the amount on a notice.

IRS · Estimated tax

Pay federal estimated tax online

IRS Direct Pay is free, comes straight from your bank account and needs no login.

  1. Go to irs.gov/directpay, choose Pay individual tax, then Make a payment.
  2. Apply Payment To: Form 1040 – Income Tax.
  3. Reason for Payment: Estimated Tax.
  4. Tax Period: the year the estimate is for. All four 2026 estimates go to 2026, including the one due January 15, 2027.
  5. Check the confirmation box, then verify your identity with the filing status, name, SSN and address from a return you have already filed, plus your date of birth.
  6. Enter the amount, date and bank details, review, sign electronically and save the confirmation number.
  7. Upload the confirmation to your client portal so we have the amount and date for your return.

Go to irs.gov/directpay

IRS · Balance due

Pay a federal balance due online

For when you choose to pay the tax owed on your return yourself, online, instead of having it withdrawn when we file. It also works for tax due with an IRS notice.

  1. Go to irs.gov/directpay, choose Pay individual tax, then Make a payment.
  2. Apply Payment To: Form 1040 – Income Tax.
  3. Reason for Payment: Balance Due or Payment Plan/Installment Agreement.
  4. Tax Period: the year of the return, such as 2025 for the return filed in 2026. Paying a notice? Use the tax year on the notice.
  5. Check the confirmation box, then verify your identity with the filing status, name, SSN and address from a return you have already filed, plus your date of birth.
  6. Enter the amount, date and bank details, review, sign electronically and save the confirmation number.
  7. Pay by April 15. Tax paid after the due date picks up penalties and interest, even on an extension.

Go to irs.gov/directpay

New Jersey

Pay New Jersey income tax online

One login covers estimated payments (NJ-1040-ES) and any balance due you choose to pay on your own instead of with your return.

  1. Open the Division of Taxation’s File, Pay, and Manage Your New Jersey Taxes page.
  2. Under Individual Payment Options, open Option A and click Make a Payment.
  3. Log in with your SSN and date of birth. Filing jointly? Use the SSN listed first on your NJ-1040-ES voucher or last year’s return.
  4. Choose an estimated payment, or a payment toward the balance due on your return.
  5. Pay by e-check from your bank account, or by credit or debit card (a fee applies).
  6. Submit, save the confirmation number and upload it to your client portal.
  7. First time filing in New Jersey? The portal won’t take your payment yet, so mail it instead.

Go to NJ Division of Taxation payments page

New York

Pay New York income tax online

Estimated payments, and tax owed on your return that you choose to pay on your own, go through a free NY Online Services account. Bills can use Quick Pay.

  1. Log in to (or create) your NY Online Services account from tax.ny.gov/pay.
  2. Open the Services menu in the upper left of your Account Summary page.
  3. Choose Payments, bills and notices, then Make a payment.
  4. Pick estimated tax, or tax owed with your return, then enter the amount and date.
  5. Pay from your bank account for free, or by credit card for a 2.20% fee. Save the confirmation and upload it to your client portal.
  6. Got a bill or notice from New York? Use Quick Pay on the Pay a bill or notice page. No account needed: have the case number from the notice and information from a filed return.

Go to tax.ny.gov/pay