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RESOURCE CENTER

Resources for a more organized tax picture.

Practical guidance and useful outside resources to help you understand your tax situation, stay organized and prepare for more informed tax conversations.
For professionals, business owners, real estate investors and international taxpayers.
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Feaured guide

Where Tax Returns Go Wrong

A practical guide to common issues, missed questions and preventable surprises that can arise when the larger tax picture is not reviewed closely.
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Useful tax links

Official resources worth keeping handy.

FEDERAL TAX RESOURCES

IRS Online Account

If you do not already have an IRS Online Account, consider creating one. It gives you direct access to important federal tax information, including balances, payment history. tax records and transcripts. Having an account can also be especially helpful when you need to confirm that an estimated tax payment or other payment has been properly credited.
Create or access your Iks Online Account →

IRS Tax Records & Transcripts

Access return transcripts, account transcripts, wage and income information and other tederal tax recoras. Inese records can be userul when a prior return is unavallable o when information reported to the IRS needs to be confirmed.
Access IRS Tax Records & Transcripts →

Make a Federal Tax Payment

Access official IRS options for making estimated tax payments, balance-due payments and other federal tax payments.
View IRS Payment Options →

IRS Tax Withholding Estimator

Use the IRS estimator to check whether tederal income tax withholding from wages, pensions or annuities may need to be adjusted. The estimator can be a useful starting point tor straighttorward witnnolding questions
Use the IRs Tax Withholding estimator→

State TAX RESOURCES

MyFTB Account

If you file California tax returns, consider setting up a MyFTB account. It provides online access to your California tax account, including balances, payment history, estimated tax payments, notices and correspondence. It can also help you confirm that California tax pavments nave been recerved and properly credited
Create or access your MyFTB Account →

Make a California Tax Payment

Access the Franchise Tax Board’s official payment options for estimated taxes, balances due and other California income tax payments
View California Payment Options →

Other State Tax Resources

Live, work, own property or have income outside California? Tax filing, payment and account systems vary by state. Use either of these resources to locate the appropriate state tax agency and official state tax information.
IRS State Government Websites →
Federation of Tax Administrators: State Tax Agencies →

INTERNATIONAL REPORTING

FBAR Filing

Access FinCEN’s official electronic filing system for the Report of Foreign Bank and Financial Accounts.
Access the FbAR Fling system →

MORE FROM CTC

More practical resources are on the way.

Clear Tax Compass is developing additional guides, checklists and organizers addressing issues that commonly arise for protessionals, business owners. real estate investors and international taxpavers
Topics will include professionals and investments, real estate, business ownership and international tax.

READY WHEN YOU ARE

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Free Guide

Where Tax Returns Go Wrong

Common gaps, warning signs, and questions worth asking when a tax situation has become more complex than a standard filing process can address.