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Client Memo – CA FTB Web Pay Instructions
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For instructions on how to make your payments to California Franchise Tax Board using the FTB Web Pay, please visit the site below and follow the instructions outlined as follows:

  • Go to the website: https://www.ftb.ca.gov/online/webpay/index.asp
  • At the bottom of the page click on “Make a Payment”
  • On the next page click on “Continue”
  • On the next page click on continue to “pay without registering”
  • Fill in the information requested
  • Under the payment type select the type of tax (i.e. for 2013 select 540 es, or balance due, and select tax year 2013)

You will need your bank 9-digit routing number and your account number when you make payments.  Please be sure to print a receipt for your record, and also check with your bank after a few days to confirm the payment activity.  Note that electronic payments may only be deducted from a checking or a savings account, not a brokerage account.  Other payment options are available, however, transactions fees apply.

If you need any assistance in making the electronic payments, please contact us.

Disclosures

Cerity Partners LLC (“Cerity Partners”) is an SEC-registered investment adviser with offices across the United States. Registration as an investment adviser does not imply any level of skill or training.

The information provided is not intended as personalized investment, tax, or legal advice. There is no guarantee that any opinions, projections, or views expressed will materialize. You should consult a qualified professional before making financial decisions.

Information is subject to change without notice and is believed to be reliable but is not guaranteed. For Cerity Partners’ registration status, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

For additional details about our services, fees, or potential conflicts of interest, please request our disclosure statement, including Form CRS and ADV Part 2, using the contact information provided.

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