Tax Forms & Resources

Tax Appointment Checklist

Tax Client Questionnaire

Form 1040 – Individual Income Tax Return

Form 1040X – Individual Amended Income Tax Return

IRS Website

Where’s My Refund

Federal Tax Payment Instructions

To make a payment for your federal taxes or federal tax estimates, please visit:
https://www.irs.gov/payments

1. Click Pay Now with Direct Pay icon to pay with your bank account
2. Click Make a Payment
3. Reason for Payment
   • If paying balance due on completed tax return, choose Balance Due
   • If paying an estimate for the current tax year, choose Estimated Tax
4. Apply Payment To
   • If paying balance due on completed tax return, choose Income Tax – Form 1040
   • If paying an estimate for the current tax year, choose 1040ES
5. Tax Period for Payment
   • Choose the year you are applying the payment or estimate to
6. Click Continue
7. Verify Identity – You Will Need:
   • The tax year for a return that you have filed in recent PRIOR years (does not have to be current year, but should be MOST current PREVIOUS year filed)
   • Filing status from that tax year
   • Name
   • SSN or ITIN
   • Date of Birth
   • Address (as listed on tax return from that year)
8. Enter this information and click Continue
9. On the next screen, enter your payment information and click Continue
10. Print a copy of the confirmation for your records

WI Department of Revenue

Where’s My Refund

Wisconsin Tax Payment Instructions:

To make a payment for your Wisconsin taxes or Wisconsin tax estimates, please visit:
https://tap.revenue.wi.gov/pay/_/

1. Choose Individual Income Tax, then Next
2. For a tax payment based on a completed prior year return, choose Return Payment from the drop down, then Next
3. For a tax estimate payment, choose Estimated Payment from the drop down, then Next
4. Complete your Taxpayer information, then Next
   • For tax payments based on a completed year return, enter the year of the return for the Tax Year (yyyy) field.
   • For tax estimates, enter the current year (or year making estimated payments for) for the Tax Year (yyyy) field.
5. Click on Click here to enter your payment information to enter your bank account information, then Submit
6. Print a copy of the confirmation for your records.