Credit Card Payment Program for Tax and Fee Payments - Sample Calling Instructions

Step 1

Dial: 1- 855-292-8931

System:

"Welcome to the Board of Equalization credit card payment system for tax and fee payments. This system accepts Visa, Visa Debit, Discover Networks, MasterCard, MasterCard Debit and American Express credit cards to make an automated payment. A convenience fee will be charged for this service. The fee is 2.3% of your payment amount. This fee is retained by Official Payments Corporation and is not revenue to the Board of Equalization."

"In order to make a credit card payment, you will need your Board of Equalization Account Number, the Type of Payment you are making, the Period Ending Date which indicates the last day of the reporting period, not the due date, the Purchase Date, if applicable, the Notice ID number, if applicable, the tax or fee amount, penalty and interest amount, if applicable.”

Step 2

System:

“Enter only the numeric portion of your BOE Account Number, without letters or dashes, followed by the pound sign now.”

Enter:

_______________#

System:

"You have entered _________

"If that is correct, press 1.
To repeat, press 2.
Or to re-enter, press 9."

Enter:

‘1’, ‘2’, or ‘9’

System:

“Please hold while we look up your account.”

“Indicate the type of payment being made. Please wait until you hear your option before making your selection.”

Account number validated by BOE.

NOTE: If account number cannot be validated, you will hear the following message:

“You have entered an invalid Account Number. If you feel you reached this message in error, please call

1-800-400-7715.”

Step 3

(Steps 3 and 4 will be dynamic based on the account number that is validated by BOE for Sales and Use Tax or Special Taxes and Fees.  Examples are shown below)

If your account number is valid and you are reporting for a Sales and Use Tax account, you may hear one or more of the following options:

System:

“Please indicate the type of payment being made.” 

Quarterly Prepay Sales Tax Accounts will hear:

Prepayment 1, press 1.
Prepayment 2, press 2.
Return Payment, press 3.
Billing Payment, press 4.
Tax Audit Payment, press 5.

OR

SG Accounts will hear:

Prepayment of Sales Tax on Fuel Distributions, press 1.
Billing Payment, press 2.
Tax Audit Payment, press 3.

Enter:

‘1’, ‘2’, ‘3’, ‘4’, or ‘5’

System:

“You have selected ____________.

If that is correct, press 1.
To repeat, press 2.
Or to re-enter, press 9.”

Enter:

‘1’, ‘2’, or ‘9’

Step 4 (optional)

If your account number is valid and you are making a payment for a Special Taxes and Fees account, you will hear one or more of the following options:

System:

“Please indicate the type of payment being made.”

Example:

Fire Fee Payers will hear:

Billing payment press 1

OR

Hazardous Waste Facility Fee Payers will hear:

Prepayment #1 press 1
Prepayment #2 press 2
Return payment press 3
Billing payment press 4
Tax Audit press 5

Enter:

‘1’, ‘2’, ‘3’, ‘4’, or ‘5’

Step 5

System

“Please enter the period end date or purchase date for the amount you are paying. We will need the month day

and year. Using a two-digit format, enter the month of your period end date or purchase date, now”.

Enter:

_ _

System:

“Using a two digit format enter the day of your period end date or purchase date, now.”

Enter:

_ _

System:

“Using a four-digit format, enter the year of your period end date or purchase date, now.”

Enter:

_ _ _ _

System:

“You have entered ____________.

If that is correct, press 1.
To repeat, press 2.
Or to re-enter, press 9.”

Enter:

‘1’, ‘2’, or ‘9’

Step 6 (If Billing or Audit payments are selected step 5 will not be required)

System:

“Please enter the Notice ID number, if applicable, followed by the pound (#) key. Otherwise, press the pound

(#) key to continue.”

Enter:

___________#

System:

“You have entered ____________.

If that is correct, press 1.
To repeat, press 2.
Or to re-enter, press 9.”

Enter:

‘1’, ‘2’ or ‘9’

*If the pound (#) key is pressed, the system will continue to the next step.

Step 7

System:

“Enter your ten-digit telephone number, beginning with your area code”

Enter:

“You have entered _ _ _ _ _ _ _ _ _ _ _ _.

If that is correct, press 1.
To repeat, press 2.
Or to re-enter, press 9.”

Enter:

‘1’, ‘2’ or ‘9’

Step 8

System:

"Enter the tax amount you are paying in dollars and cents. Enter the amount due followed by the pound (#) key

For example, the amount of $4,252.35 would be entered 4-2-5-2-3-5 followed by the pound (#) key."  If you do not have a tax amount due, press the pound (#) key now.

Enter:

__________________#

System:

“You have entered ____________ dollars and ____________ cents.

If that is correct, press 1.
To repeat, press 2.
Or to re-enter, press 9.”

Enter:

‘1’, ‘2’ or ‘9’

Step 9

System:

“Enter the penalty amount you are paying in dollars and cents, followed by the pound (#) key. If there are no

penalties, press the pound (#) key.”

Enter:

______________#.

System:

“You have entered __________ dollars and ________ cents.

If that is correct, press 1.
To repeat, press 2.
Or to re-enter, press 9.”

Enter:

‘1’, ‘2’ or ‘9’

Step 10

“Enter the interest amount due you are paying in dollars and cents, followed by the pound (#) key. If there is no

interest, press the pound (#) key.”

Enter:

______________#.

System:

“You have entered _________ dollars and _______ cents.

If that is correct, press 1.
To repeat, press 2.
Or to re-enter, press 9.”

Enter:

‘1’, ‘2’ or ‘9’

Step 11 (Steps 11, 12, and 13 are for accounts reporting the Lumber Assessment)

System:

"Enter the Lumber Assessment amount you are paying in dollars and cents.  Enter the amount due followed by the pound (#) key. For example, the amount of $4,252.35 would be entered 4-2-5-2-3-5 followed by the pound (#) key." If you do not have a lumber assessment amount due, press the pound (#) key now.

Enter:

__________________#

System:

“You have entered ____________ dollars and ____________ cents.

If that is correct, press 1.
To repeat, press 2.
Or to re-enter, press 9.”

Enter:

‘1’, ‘2’ or ‘9’

Step 12

System:

“Enter the penalty amount you are paying in dollars and cents, followed by the pound (#) key. If there are no

penalties, press the pound (#) key.”

Enter:

______________#.

System:

“You have entered __________ dollars and ________ cents.

If that is correct, press 1.
To repeat, press 2.
Or to re-enter, press 9.”

Enter:

‘1’, ‘2’ or ‘9’

Step 13

System:

“Enter the interest amount due you are paying in dollars and cents, followed by the pound (#) key. If there is no

interest, press the pound (#) key.”

Enter:

______________#.

System:

“You have entered _________ dollars and _______ cents.

If that is correct, press 1.
To repeat, press 2.
Or to re-enter, press 9.”

Enter:

‘1’, ‘2’ or ‘9’

Step 14

System:

“Payment amount is $__________.  There is a convenience fee of $ __________ for processing your

transaction, bringing the total to $__________.”

If you wish to continue, press 1
To repeat the amounts, press 2
If you wish to cancel this transaction, press the star (*) key

Step 15

System:

“Please enter your Credit Card number followed by the pound (#) key.”

System:

“Please enter the month of the expiration date in two-digit format. For example, for April, enter zero-four.”

Enter:

_ _

System:

“Please enter all four digits of the year of the expiration date. For example, for 2006, enter two-zero-zero-six.”

Enter:

_ _ _ _

System:

“You have entered ____________.

If that is correct, press 1.
To repeat, press 2.
Or to re-enter, press 9.”

Enter:

‘1’, ‘2’ or ‘9’

Step 16

“Please enter the 5 digit Zip Code of where you receive your monthly credit card bill.”

Enter”

_ _ _ _ _

System:

“You have entered ____________.

If that is correct, press 1.
To repeat, press 2.
Or to re-enter, press 9.”

Enter:

‘1’, ‘2’ or ‘9’

Step 17

System:

“Please wait for your confirmation number while we authorize your transaction. Only confirmation numbers generated by this system are valid. In order to verify your payment, it is important that you write your confirmation number down and keep it with your records.”

NOTE:

If your payment is not authorized, you will hear a specific error message related to the credit card processing problem.

If your payment is authorized, you will hear the following messages:

“Authorization of your transaction is complete.

Your confirmation number is ______________.

To repeat your receipt number, press 1.
To make another payment using the same credit card or debit card account number, press 2.
To make another payment using a different credit card or debit card account number, press 3.
To end this call, press the star key (*).”

Enter:

‘1’, ‘2’, ‘3’, or ‘*’

System:

“Thank you for calling Official Payments Corporation.”

 

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