Tax OrganizerTax returns
Tax Organizer
Use this for current tax documents, organizer questions, missing information, signatures, and return delivery.
The right portal for the right job
Tool Logins
Use this page when you need a login, tax payment site, billing portal, or past-file access. If a payment instruction came with your tax return, follow the return instructions first.
Security reminder
Do not email sensitive tax documents unless the team has specifically asked you to. Use the secure organizer or the correct portal whenever one is available.
Find the right type of link
Start with the category that sounds closest to what you need. Payment instructions from a tax return still come first.
Firm logins
Tax organizer, prior-year files, billing, and engagement access.
Payroll & bookkeeping
Payroll providers, QuickBooks Online, and Digits bookkeeping tools.
Federal links
IRS accounts, personal tax payments, business deposits, and payroll taxes.
State links
Payment and account portals for the states we commonly support.
Ohio city links
Municipal income tax lookups and Ohio city payment resources.
Firm tool logins
Start here for CPA Web Books portals, billing, engagement records, and prior-year files.
Past files
Prior-Year Client Portal
Use this when you are looking for prior-year tax returns or older files from the previous client portal.
Billing
Billing and Engagements
Use this for firm billing records, proposals, recurring charges, and engagement information.
Payroll and bookkeeping logins
Use these when you need a payroll provider, QuickBooks Online, or Digits bookkeeping access.
Payroll
Patriot Payroll
Use this for Patriot payroll access, employer payroll tools, and payroll account sign-in.
Payroll
Gusto Payroll
Use this for Gusto payroll, HR, benefits, employee, and contractor access.
Bookkeeping
QuickBooks Online
Use this for QuickBooks Online bookkeeping, reports, invoices, payroll, and account access.
Bookkeeping
Digits
Use this for Digits bookkeeping, business financials, AI-assisted accounting, and account access.
Federal links
Most owner income tax payments belong in the personal IRS payment options, even when the income came from a business.
Start here before paying the IRS
S-corp, partnership, LLC, and Schedule C profits usually pass through to the owner and are paid on the owner's personal tax return. That means the payment is usually a personal Form 1040 payment, estimate, extension payment, or balance due payment.
Business IRS payment tools are mainly for C-corporation income tax, payroll/employment tax deposits, and other tax forms filed by the business itself. If your return instructions say to pay your individual balance due or estimates, use the personal/individual payment option.
Use personal / individual IRS payments for
- Form 1040 balance due payments.
- Quarterly individual estimated tax payments.
- Extension payments tied to your personal return.
- Tax on S-corp, partnership, LLC, or Schedule C profits reported on your personal return.
Use business IRS payments for
- Payroll and employment tax deposits, such as Forms 941 and 940.
- C-corporation income tax payments.
- Other IRS forms filed and paid by the business itself.
- Business federal tax deposits made through EFTPS or a business tax account.
Personal / individual IRS payment options
Federal
IRS Direct Pay - Personal
Use this for Form 1040 balances, estimates, extension payments, and tax on S-corp, partnership, LLC, or Schedule C profits reported personally.
Recommended
IRS Online Account
Best option
We recommend every client set this up and keep access current. It helps you review IRS balances, payment history, notices, payment plans, and scheduled payments.
Federal
All IRS Payment Options
Start here if you need card payments, payment plans, bank payments, or a broader IRS payment menu.
Business and payroll IRS payment options
Federal
EFTPS - Payroll Deposits
Use this for federal payroll tax deposits and many business federal tax payments. Payroll taxes are paid by the business.
Federal
IRS Direct Pay - Business
Use this only for eligible business tax forms. Do not use it for owner income tax from S-corp, partnership, LLC, or Schedule C profits.
Federal
Business Tax Account
Use this for business tax account access, certain federal tax deposits, business balances, and payment history.
State links
Official state payment portals and tax account resources for common client states.
Michigan
Michigan Individual Payment
Michigan Treasury individual income tax payment portal.
Michigan
Michigan Corporate Payment
Michigan corporate income tax payment information.
Ohio
Ohio Individual Payment
Ohio Department of Taxation payments for individual and school district income taxes.
Ohio
Ohio Business Taxes
Ohio business tax services for filing and paying business taxes.
California
California FTB Payments
California Franchise Tax Board payment options for individuals and businesses.
Virginia
Virginia Tax Payments
Virginia Tax payment options for bills, individual taxes, and business taxes.
Maine
Maine Tax Portal
Maine Revenue Services portal for payments, refunds, and tax account services.
North Carolina
North Carolina File & Pay
NCDOR online services for filing, paying, and finding payment options.
South Carolina
South Carolina MyDORWAY
SCDOR portal for filing returns, making payments, and managing tax accounts.
Texas
Texas Comptroller File & Pay
Texas Comptroller filing and payment resources for state business taxes.
Arizona
AZTaxes
Arizona Department of Revenue portal for state tax payments and account services.
Arkansas
Arkansas ATAP
Arkansas Taxpayer Access Point for filing, payments, and tax account services.
Kentucky
Kentucky ePay
Kentucky Department of Revenue electronic payment application.
Pennsylvania
Pennsylvania myPATH
Pennsylvania Department of Revenue portal for payments, filings, and account services.
New York
New York Tax Payments
New York State Tax Department payment center for personal income tax and other payments.
Massachusetts
MassTaxConnect
Massachusetts Department of Revenue portal for filing and paying state taxes.
Ohio city links
Municipal income tax lookup and payment resources for Ohio cities.
Municipal lookup
Ohio The Finder
Ohio Department of Taxation lookup for municipal income tax and local tax rates by address.
Ohio cities
RITA
Regional Income Tax Agency portal for filing, payments, refunds, and account history.
Ohio cities
CCA
Central Collection Agency portal for Cleveland and participating Ohio municipalities.
Columbus
Columbus CRISP
City of Columbus income tax filing and payment portal.
Cincinnati
Cincinnati Income Tax
City of Cincinnati income tax e-filing and online payment information.
Toledo
Toledo Income Tax
City of Toledo online income tax payment options.