California sales tax varies by location. There is a state sales tax as well as local district taxes (counties and cities). Multiple district taxes can apply. California has a statewide sales tax rate of 7.5% PLUS some counties have voter- or local government-approved district taxes – also called special tax districts.
California Sales Tax Rates
California (CA) Sales Tax Rate: 7.5%
Maximum rate for local municipalities: 10.75%
Determining California Sales Tax Nexus
Any business with a physical location in California has nexus, and is therefore required to register to collect sales tax, and to file sales tax returns and pay sales tax to the state.
Other activities that create nexus include someone working for you who lives in the state, having California affiliates who advertise your products in exchange for commission when a sale is made from their affiliate link/marketing activities, or attending a tradeshow and making one or more sales at that show.
Retailers who sell on Amazon and use their Fulfillment by Amazon (FBA) program, will have a physical presence in California if any of their products are stored within a California FBA warehouse.
Determining California Sales Tax Nexus for Out of State Sellers
Out of state sellers who do not have a physical presence in California may be required to collect and remit sales tax if they meet any of the following criteria:
- Affiliate Nexus – California requires businesses with ties to businesses or affiliates in the state to collect and remit sales tax. This could include developing or designing TPP that is distributed by a remote seller.
- Click Through Nexus – Those who direct traffic to a website for the purpose and intention of generating a sale establish Nexus for that business. Total referrals on sales of more than $10,000 within a year and total sales of $1,000,000 or more are required to establish click-through nexus.
- Economic Nexus – California’s economic nexus law requires businesses that sell $500,000 or more of TPP into the state directly or via a marketplace to register to collect sales tax. This also impacts in-state businesses based on the municipalities in which they operate.
What is Eligible for California Sales Tax
Sales tax applies to most goods (tangible personal property) purchased by consumers. Unprepared food is not taxable, nor are some medical devices, prescription medications, or sales to the US Government. California does not have any clothing tax exemptions or sales tax holidays.
Other taxable points to consider include:
- Services – Most services are not taxable by the state of California. Two exceptions are if the service is inseparable from the property being purchased (such as calibration of a machine being sold), or services related to the fabrication or manufacture of tangible personal property.
- Shipping charges on orders shipped via common carrier (such as UPS, FedEx, or USPS) are not taxable provided that they are stated separately on the invoice and that the amount charged to the customer is the same amount as charged by the carrier. If you charge the customer more than the actual cost charged by the carrier, the difference is taxable.
- Drop-shipping – Items that are drop-shipped from a California company on behalf of an out-of-state retailer who is not required to hold a California seller’s permit, should be taxed by the drop-shipper.
- Vehicles purchased outside the state are subject to the 12-month test. If the vehicle, vessel, or aircraft was purchased outside of California, first used outside the state, and then brought into California within 12 months of purchase, it is taxable (with certain restrictions).
Registration
How do I register for a California resale certificate?
Retailers must obtain a California seller’s permit if they are doing business in California. Out-of-state retailers with at least $500,000 in gross receipts to California purchases within the previous or current calendar year, must register, collect, and remit sales tax to California.
You can click here to register online for a seller’s permit or use tax account.
Filing
How do I file California sales and use tax returns?
Filing can be done online or via mail. You can use BOE’s free online filing option or you can choose to use a third-party service to file with any provider that has successfully completed the BOE acceptance testing and is authorized to receive returns and payment information. If filing online, you may pay through the Electronic Funds Transfer program (EFT), ACH Debit, ACH Credit through your own financial institution or make your payment separately.
The EFT payment program is mandatory if you have a California Seller’s Permit and average $10,000 in monthly payment or more, or you have a Special Taxes and Fees account and average monthly tax or fee payments of $20,000 or more. Other sellers can select this as a voluntary option.
Finally, there is a prepayment sales tax rate for motor vehicle fuel, diesel fuel, and aircraft jet fuel.
Deadlines
What are California’s sales tax deadlines?
When you first received your sales tax permit from the state of California, you were assigned a payment schedule. This schedule is either monthly, quarterly, or annually.
The following due dates apply to California sales tax returns. The due date is noted for each period for monthly, quarterly, and annual reporters. If a due date falls on a Saturday, Sunday, or legal holiday, then the return is due the following business day.
Monthly: Due the last day of the month following the reporting period month.
| Period | Due Date |
|---|---|
| January | February 28 (or Feb. 29 in a leap year) |
| February | March 31 |
| March | April 30 |
| April | May 31 |
| May | June 30 |
| June | July 31 |
| July | August 31 |
| August | September 30 |
| September | October 31 |
| October | November 30 |
| November | December 31 |
| December | January 31 |
Quarterly: April 30th, July 31st, October 31st and January 31st for prior quarter. (Prepayment returns are due on the 24th of the prior two months.)
| Period | Due Date |
|---|---|
| January – March (Q1) | April 30 |
| April – June (Q2) | July 31 |
| July – September (Q3) | October 31 |
| October – December (Q4) | January 31 |
Annual:
For Sales Tax Accounts: Due January 31st for prior year.
For Qualified Purchasers and Consumer Use Tax Accounts: April 15th.
Prepayment accounts file on the 24th of the first 2 months of each quarter.
| Period | Due Date |
|---|---|
| January – December | January 31 |
Amending Online Returns
How do I amend my California sales and use tax return?
There is no electronic method currently available to amend an online return. You must print the return and write the correct figures on the “Confirm Filing” page of the return filed online, then write “Amended Return” across the top. Submit via mail with any additional payment due or file a claim for refund or credit if you have overpaid. Mail documents to:
California Department of Tax and Fee Administration
Special Taxes and Fees
Appeals and Data Analysis Branch (MIC: 33)
PO Box 942879
Sacramento, CA 94279-0033
Penalties and Interest
Beginning the day after a sales tax return is due, penalties and interest will begin to accrue. These include:
- A 10 percent penalty if you do not file your tax return by its due date, and a 10 percent penalty if your tax payment is late, not to exceed a total of 10 percent.
- Interest based on the interest rate shown at the bottom of your return, for each month or partial month that the tax remains unpaid.
- A Collection Cost Recovery Fee (CRF) if taxes remain unpaid for more than 90 days past the due date, unless you enroll in and adhere to a payment plan.
For more details, see Publication 75 on the California Department of Tax and Fee Administration website.
Other things to note:
California collects sales tax for delivery with special tax districts and “engaged in business” locations. Generally, your customer is liable for the district use tax and you may collect it from them as a courtesy. Learn more details at District Taxes and Delivered Sales web page.
Resources:
- California State Tax Service Center
- Find Sales and Use Tax Rate by Address
- Sign up for updates for notices on tax rate changes, Tax Information Bulletins and more.
- Obtain a seller’s permit.
- Verify seller’s permit.
Most 1099s are due at the same time they were in previous years. 1099 form Copy As are due to the IRS by March 1st if filing by paper, or March 31st when filing electronically.
Most 1099s are due at the same time they were in previous years. 1099 form Copy As are due to the IRS by March 1st if filing by paper, or March 31st when filing electronically. Copy Bs are due to recipients by January 31st. Pay careful attention to the due dates and to some to the few exceptions to the standard deadlines to avoid incurring penalties from the IRS.
What’s 1099-NEC and when is it due?
Most should be familiar by now with the new Form 1099-NEC which is now used instead of Form 1099-MISC to report payments of at least $600 to freelancers and independent contractors. 1099-NEC is due to both the IRS and recipients by February 1, making it one of the earliest due forms to the IRS. There is no date extension for filing electronically.
A few 1099 forms have different due dates.
The following forms vary a bit from the conventional due dates mentioned above. The following list notes how they deviate:
- 1099-LS. Reportable Life Insurance Sale. Due by February 15, 2022, to the reportable policy sale payment recipient. Due by January 15, 2022, to the issuer, or earlier as required by Regulations section 1.6050Y-2(d)(2)(iI)(A).
- 1099-MISC. Miscellaneous Income. Due to the recipient by Feb 15th if it includes:
- Substitute dividends and tax-exempt interest payments reportable by brokers of $10 or more.
- Gross proceeds paid to attorneys of $600 or more.
- 1099-S. Proceeds from real estate transactions. Due to the recipient Feb 15.
- 1099-SB. Seller’s Investment in Life Insurance Contract. Due to the IRS March 1. Due to the recipient February 15.
- 1099-QA. Distributions from ABLE accounts. Due to the IRS by Feb 28th, it does not have a later due date when filing electronically.
Additional Resource: A full list of forms and due dates can be found on the IRS website.
File 1099s correctly and on time to avoid penalties
You’ll want to get your 1099 forms submitted correctly and by the due date as you may be subject to a penalty for failing to do so.
Penalties may apply:
- If you fail to file timely.
- If you fail to include all information required to be shown on a return.
- If you include incorrect information on a return.
- If you file on paper when you were required to file electronically.
- If you report an incorrect TIN.
- If you fail to report a TIN.
- If you fail to file paper forms that are not machine-readable and applicable revenue procedures provides for a machine-readable paper form.
Penalties increase the longer you wait to correct them
If you realize you made a mistake, it’s important to address it as quickly as possible to avoid paying increased fees.
The penalty is as follows:
- $50 per information return if you correctly file within 30 days (by March 30 if the due date is February 28); maximum penalty $565,000 per year ($197,500 for small businesses, defined below).
- $110 per information return if you correctly file more than 30 days after the due date but by August 1; maximum penalty $1,696,000 per year ($565,000 for small businesses).
- $280 per information return if you file after August 1 or you do not file required information returns; maximum penalty $3,392,000 per year ($1,130,500 for small businesses).
What to do if you make a mistake
Fortunately, correcting a mistake isn’t too difficult – but you want to do it quickly. There are two types of errors – each with slightly different steps to address them.
Error Type 1 – This is if your mistake involved an incorrect amount of money, code, or checkbox. To correct it, follow these simple steps:
-
- Prepare a new information return.
- Enter an “X” in the “CORRECTED” box at the top of the form.
- Correct any recipient information and report other information as per the original return.
Error Type 2 – These mistakes are a little more complicated to fix – and include the following mistakes; no payee TIN, incorrect payee TIN, or incorrect payee name. To correct this, follow these steps:
Step 1:
-
- Prepare a new information return.
- Enter an “X” in the “CORRECTED” box at the top of the form.
- Enter the payer, recipient, and account number information exactly as it appeared on the original incorrect return; however, enter -0- (zero) for all money amounts.
Step 2:
-
- Prepare a new information return.
- Do not enter an “X” in the “CORRECTED” box at the top of the form. Prepare the new return as though it is an original.
- Include all the correct information on the form including the correct TIN and name.
A few time-saving tips
TIN matching
The easiest way to stave off penalties for name/TIN mismatches is to use the IRS’ online TIN matching program before completing 1099-MISC/1099-NEC forms. You may verify up to 25 name/TIN combos on the screen. However, you must register with the IRS to use this program.
Additional Resource: Learn more about TIN matching from the IRS.
TIN truncation
You may truncate the first five digits of a payee’s TIN on their paper or electronic copies; forms filed with the IRS must contain the full TIN. These TTINs, as they’re called, look like this: XXX-XX-1234 or ***-**-1234 for SSNs, or XX-XXX1234 or **-***1234 for EINs. You can’t truncate your own EIN.
The 2020 and 2021 federal income tax calendars were really messed up by the COVID-19 pandemic. The IRS extended various tax filing due dates and payment deadlines during both years to give taxpayers more time to take care of their tax obligations. While the IRS is so far sticking with the “normal” tax due dates for 2022, it’s still possible that the Omicron (or some other) variant will eventually wreak havoc on the 2022 tax calendar, too.
Know the tax deadlines that apply to you, so you don’t get hit with IRS penalties or miss out on a valuable tax break.
But even if the 2022 schedule is scrambled once again, one thing will remain the same – you won’t want to miss a tax deadline. If you do, the IRS can hit you hard with penalties and interest. For instance, the standard penalty for failing to file your annual tax return on time is 5% of the amount due for each month your return is late. If you pay your taxes late, the monthly penalty is 0.5% of the unpaid amount, up to 25% of what you owe, plus interest on the unpaid taxes. Similar penalties apply for missing other deadlines. And there could also be other negative consequences for being late, like losing out on a valuable tax break.
It’s easy to avoid these headaches, though — just don’t miss the deadline! But we realize that it’s not always easy keeping track of all the various IRS due dates. So, for those of you who need a little help remembering when to file a return, submit a report or pay a tax, we pulled together a list of the most important 2022 federal income tax due dates for individuals. There’s at least one deadline in every month of the year, so play close attention…we don’t want you to get in trouble with the IRS.
[NOTE: Some of the 2022 due dates listed below are extended for victims of recent natural disasters. In addition, several 2021 due dates were extended to January 3, 2022, for other natural disaster victims. For more information on these extensions, see Colorado Wildfire Victims Get More Time to Pay Taxes; Tax Relief Available for Arkansas, Illinois, Kentucky and Tennessee Tornado Victims; Tax Relief for Hurricane Ida Victims Extended to Feb. 15; Tax Deadlines Extended for Alabama Storm and Flooding Victims; Tax Deadlines Extended for Tennessee Flood Victims; and Tax Relief Available for California Wildfire Victims.]
| January 3 | Self-Employed Individuals Pay Half of Deferred 2020 Social Security Taxes |
|---|---|
| January 10 | Tips for December 2021 Reported to Employer (Form 4070) |
| January 18 | Estimated Tax Payment for 4th Quarter of 2021 (Form 1040-ES) |
| January 18 | Farmers and Fishermen Pay Estimated Tax for 2021 (Form 1040-ES) |
| January 31 | File 2021 Tax Return (Form 1040) to Avoid Penalty if Last Installment of Estimated Tax Not Paid by January 18 |
| February 10 | Tips for January 2022 Reported to Employer (Form 4070) |
|---|---|
| February 15 | File Form W-4 to Reclaim Exemption from Withholding for 2022 |
The monthly tip reporting deadline is February 10. This time it’s for tips received in January.
In addition, if you were exempt from income tax withholding in 2021 and want to reclaim the exemption for 2022, you need to fill out a new W-4 form and give it to your employer. (Note that you must qualify to claim an exemption.)
| March 1 | Farmers and Fishermen File 2021 Tax Return (Form 1040) to Avoid Penalty if Estimated Tax Not Paid by January 18 |
|---|---|
| March 10 | Tips for February 2022 Reported to Employer (Form 4070) |
To avoid a penalty, farmers and fishermen who didn’t pay all their 2021 estimated taxes by January 18 must file their 2021 tax return by March 1.
Employees must report February tips to their employer by March 10.
| April 1 | Farmers and Fishermen File 2021 Tax Return (Form 1040) to Avoid Penalty if Estimated Tax Not Paid by January 18 |
|---|---|
| April 11 | Tips for February 2022 Reported to Employer (Form 4070) |
| April 18 | File 2021 Tax Return (Form 1040) and Pay Tax Due (except for residents of Maine and Massachusetts) |
| April 18 | File Form 4868 to Request 6-Month Income Tax Return Filing Extension (payment of tax not extended) |
| April 18 | File Schedule H (1040) and Pay Employment Taxes for Household Employees (file separately if Form 1040 is not filed) |
| April 18 | Estimated Tax Payment for 1st Quarter of 2022 (Form 1040-ES) |
| April 18 | Contribute to Individual Retirement Account (IRA) for 2021 |
| April 18 | Withdraw Excess IRA Contributions in 2021 to Avoid Penalty if Filing of Form 1040 Was Not Extended |
| April 18 | Contribute to Health Savings Account (HSA) for 2021 |
| April 18 | Contribute to Solo 401(k) Plan or Simplified Employee Pension (SEP) Plan for 2021 by Self-Employed if Filing of Form 1040 Was Not Extended |
| April 19 | File 2021 Tax Return (Form 1040) and Pay Tax Due for residents of Maine and Massachusetts |
April is the most important month on the tax calendar. For most people, April 18 is the last day file a 2021 tax return…unless you file an application for an automatic six-month extension with the IRS, which is also due on April 18. If you employ a nanny, maid, gardener or other household worker, you also have until April 18 to file Schedule H and pay their employment taxes. If you live in Maine or Massachusetts, those due dates fall on April 19, since April 18 is a holiday (Patriot’s Day) in those states.
Finally, workers must report March tips to their employer by April 11, and estimated taxes for the 1st quarter of 2022 are due April 18.
| May 10 | Tips for April 2022 Reported to Employer (Form 4070) |
|---|
After a busy April, things slow down considerable for May. The only notable deadline is for employees to report tips received in April to their boss. That’s due by May 10.
| June 10 | Tips for May 2022 Reported to Employer (Form 4070) |
|---|---|
| June 15 | Estimated Tax Payment for 2nd Quarter of 2022 (Form 1040-ES) |
| June 15 | U.S. Taxpayers Living and Working Abroad File 2021 Tax Return (Form 1040) |
| June 15 | U.S. Taxpayers Living and Working Abroad File Form 4868 to Request 4-Month Income Tax Return Filing Extension (payment of tax not extended) |
| June 15 | Military Personnel on Duty Outside the U.S. File 2021 Tax Return (Form 1040) |
| June 15 | Military Personnel on Duty Outside the U.S. File Form 4868 to Request 4-Month Income Tax Return Filing Extension (payment of tax not extended) |
Military personnel and other taxpayers who are serving or living outside the U.S. have until June 15 to file their 2021 tax return. If they want a four-month filing extension, they must submit an application by June 15.
Estimated tax payments for the 2nd quarter of 2022 are also due June 15, while the tip reporting deadline for workers who received tips in May is June 10.
| July 11 | Tips for June 2022 Reported to Employer (Form 4070) |
|---|
For July, employees need to report any tips receive in June to their employer by July 11. Other than that, you can enjoy your time at the pool or beach without having to worry about tax deadlines!
| August 10 | Tips for July 2022 Reported to Employer (Form 4070) |
|---|
The summer slowdown for tax deadlines continues in August. The only important due date for individuals is the monthly tip report. Workers who received tips in July must report them to their employer by August 10.
| September 12 | Tips for August 2022 Reported to Employer (Form 4070) |
|---|---|
| September 15 | Estimated Tax Payment for 3rd Quarter of 2022 (Form 1040-ES) |
There are two notable tax due dates in September. First, employees must report August tips to their employer by September 12. Second, estimated tax payments for the 3rd quarter of 2022 are due by September 15.
| October 11 | Tips for September 2022 Reported to Employer (Form 4070) |
|---|---|
| October 17 | File Extended 2021 Tax Return (Form 1040) and Pay Tax Due |
| October 17 | Withdraw Excess IRA Contributions in 2021 to Avoid Penalty if Filing of Form 1040 Was Extended |
| October 17 | Contribute to Solo 401(k) Plan or Simplified Employee Pension (SEP) Plan for 2021 by Self-Employed if Filing of Form 1040 Was Extended |
If you were granted an extension to file your 2021 tax return, now’s the time to send that return to the IRS. The due date for extended returns is October 17. For those who received an extension, October 17 is also the last date for (1) self-employed people to contribute to a solo 401(k) or a simplified employee pension (SEP) plan for 2021, or (2) withdrawing excess IRA contributions made in 2021.
For workers who received tips in September, the deadline to report those tips to your employer is October 11.
| November 10 | Tips for October 2022 Reported to Employer (Form 4070) |
|---|
November is another slow month on the tax calendar. The only deadline is for employees reporting tips earned in October to their boss. That report is due November 10.
| December 12 | Tips for November 2022 Reported to Employer (Form 4070) |
|---|---|
| December 31 | Contribution to Employer-Sponsored Retirement Plan for 2022 (401(k), 403(b), 457 or federal thrift savings plans) |
| December 31 | Required Minimum Distribution (RMD) by Individuals Who are 73 or Older at the End of 2022 |
December is the time to make any last-minute moves to lower your tax bill for the year. But there are also some other important due dates that you need to be aware of to stay out of hot water with the IRS. There’s the monthly tip reporting deadline, which is December 12 for reporting November tips to your employer. Plus, 2022 contributions to employer-sponsored retirement plans (e.g., 401(k), 403(b), 457 or federal thrift savings plans) must be in by December 31. That’s also the deadline for taking an RMD for 2022 if you’re 73 or older at the end of the year.
| EIP 3 Payments: Treasury successfully processed 90 million payments this past week using direct deposit for the stimulus (EIP 3) payments representing about $242 billion. In addition, they did send out approximately 150 thousand checks for $442 million for EIP recipients. The next round of EIP 3 for this coming week will be about 30 million payments. The IRS expects to continue to send out payments weekly until they cover everyone in which they have information. Other Elements of the Relief Act that impacts the Tax Preparation community: There were also a number of tax law changes in that bill that impact taxpayer not only for next year but also this current filing season. Unemployment Compensation Exemption The act makes the first $10,200 in unemployment benefits tax-free for 2020 tax returns in this current filing season. This retroactive benefit is intended for each person with incomes less that $150,000. The IRS will be providing guidance soon on how to handle this feature on not only already filed returns, but also for 2020 returns you are preparing now and in the future. Look out for news from IRS very soon on this topic. Child Tax Care Credits Increased The act also increased the amount of the tax credit for 2021 tax returns for next tax season, to $3000 per child, as well as liberalizing some of the rules on the existing credit. One of the features in the act was to instruct the IRS to make prorated payments of this new credit to those qualifying starting later in 2020. The IRS will provide guidance on this feature later in the year as well as instruction on options and tools to opt out of the prepayment feature. |
Returns filed with unemployment benefits prior to the $10,200 exclusion should not be amended. The IRS has indicated it will refigure taxes on these returns and adjust the taxpayer’s account accordingly. The IRS will then send any refund amount directly to the taxpayer.
The IRS has announced that it will extend the filing season until Monday, May 17, 2021. This one-month extension is for filing and payment.
The Treasury Department and Internal Revenue Service announced today that the federal income tax filing due date for individuals for the 2020 tax year will be automatically extended from April 15, 2021, to May 17, 2021. The IRS will be providing formal guidance in the coming days.
“This continues to be a tough time for many people, and the IRS wants to continue to do everything possible to help taxpayers navigate the unusual circumstances related to the pandemic, while also working on important tax administration responsibilities,” said IRS Commissioner Chuck Rettig. “Even with the new deadline, we urge taxpayers to consider filing as soon as possible, especially those who are owed refunds. Filing electronically with direct deposit is the quickest way to get refunds, and it can help some taxpayers more quickly receive any remaining stimulus payments they may be entitled to.”
Individual taxpayers can also postpone federal income tax payments for the 2020 tax year due on April 15, 2021, to May 17, 2021, without penalties and interest, regardless of the amount owed. This postponement applies to individual taxpayers, including individuals who pay self-employment tax. Penalties, interest and additions to tax will begin to accrue on any remaining unpaid balances as of May 17, 2021. Individual taxpayers will automatically avoid interest and penalties on the taxes paid by May 17.
Individual taxpayers do not need to file any forms or call the IRS to qualify for this automatic federal tax filing and payment relief. Individual taxpayers who need additional time to file beyond the May 17 deadline can request a filing extension until Oct. 15 by filing Form 4868 through their tax professional, tax software or using the Free File link on IRS.gov. Filing Form 4868 gives taxpayers until October 15 to file their 2020 tax return but does not grant an extension of time to pay taxes due. Taxpayers should pay their federal income tax due by May 17, 2021, to avoid interest and penalties.
The IRS urges taxpayers who are due a refund to file as soon as possible. Most tax refunds associated with e-filed returns are issued within 21 days.
This relief does not apply to estimated tax payments that are due on April 15, 2021. These payments are still due on April 15. Taxes must be paid as taxpayers earn or receive income during the year, either through withholding or estimated tax payments. In general, estimated tax payments are made quarterly to the IRS by people whose income isn’t subject to income tax withholding, including self-employment income, interest, dividends, alimony or rental income. Most taxpayers automatically have their taxes withheld from their paychecks and submitted to the IRS by their employer.
State tax returns
The federal tax filing deadline postponement to May 17, 2021, only applies to individual federal income returns and tax (including tax on self-employment income) payments otherwise due April 15, 2021, not state tax payments or deposits or payments of any other type of federal tax. Taxpayers also will need to file income tax returns in 42 states plus the District of Columbia. State filing and payment deadlines vary and are not always the same as the federal filing deadline. The IRS urges taxpayers to check with their state tax agencies for those details.
Winter storm disaster relief for Louisiana, Oklahoma and Texas
Earlier this year, following the disaster declarations issued by the Federal Emergency Management Agency (FEMA), the IRS announced relief for victims of the February winter storms in Texas, Oklahoma and Louisiana. These states have until June 15, 2021, to file various individual and business tax returns and make tax payments. This extension to May 17 does not affect the June deadline.
For more information about this disaster relief, visit the disaster relief page on IRS.gov.
Find when and how we sent your 2021 Economic Impact Payment with the Get My Payment tool.
Find help with this tool with Frequently Asked Questions.
Get My Payment updates once per day, usually overnight. Do not call the IRS. Our phone assistors don’t have information beyond what’s available on IRS.gov.
Previous payment information is no longer available in Get My Payment. See First and Second Payment Status.
When We’ll Send Your 2021 Payment
The first batch of payments will be sent by direct deposit, which some recipients started receiving as early as March 12.
Additional batches of payments will be sent in the coming weeks by direct deposit and through the mail as a check or debit card.
Status Messages
You’ll see one of these messages when you use Get My Payment:
Payment Status:
- A payment has been processed, a payment date is available and payment is to be sent either by direct deposit or mail. Note: mail means you may be issued an EIP Card or a check.
or
- You’re eligible, but a payment has not been processed and a payment date is not yet available.
It will not show the amount of your 2021 Economic Impact Payment.
Payment Status Not Available: We haven’t yet processed your payment or you’re not eligible for a payment.
Need More Information: Your payment was returned to the IRS because the Postal Service was unable to deliver it. Only people who get this message can use the tool to give us bank account information.
Get help with this tool in Get My Payment Frequently Asked Questions.
About Us
Applied Bookkeeping & Tax Services is a team of professionals, experienced in Income Tax, Payroll & Bookkeeping and Notary Public.We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.
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Where to find us
Elk Grove:
9175 Elk Grove Florin Road Suite 5
Elk Grove, CA, 95624
(916) 246-2082
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2622 El Camino Avenue
Sacramento, CA 95821
(916) 246-2083
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