HOME HELP CENTER SITE MAP EN ESPAÑOL
File My Return Board Members Taxes & Fees Forms & Publications E-Services Your Rights About Us
Featured Services
Verify a Permit / License
Register For a Permit / License
File a Return
Make a Payment
Sign Up for BOE Updates

Quick Links
Sales & Use Tax
Property Taxes
Special Taxes & Fees
City & County Sales Tax Rates
Sales & Use Tax FAQs
Field Offices
Legislation
Careers at BOE

Access to Public Records
Public Records Act
Regulatory / Other Suggestions
Sign up for Proposed Regulatory Changes or Public Meeting Agenda
Opportunities for Public Participation
Public Litigation Roster
 
white space
Last modified:  05/08/07

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


Step 1

Dial: 800-2PAY-TAX (800-272-9829)

System:

"Thank you for calling Official Payments Corporation. This service allows you to charge federal, state and local government taxes and fees to a credit card.”

“Please listen carefully to the following three payment options.
To charge your federal tax payment for the balance you owe to the IRS, press 1.
To charge your state taxes, press 2.
To charge your property tax and all other payments, press 3.

Enter:

'2'

System:

"Please enter the 4-digit jurisdiction code followed by the pound key. If you do not know your
4-digit jurisdiction code, please enter your zip code in the state for which you would like to make a payment followed by the pound key."

Enter:

'1599#'

System:

"You have selected to make a payment to State of California Board of Equalization."
"If that is correct, press 1
If that is not correct, press 2
To make another selection, press 3."

Enter:

'1'

System:

"Welcome to the Board of Equalization credit card payment system for tax and fee payments. This system accepts Visa, Discover Networks, MasterCard, MasterMoney debit cards, and American Express credit cards to make an automated payment.  A convenience fee will be charged for this service.  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 Amount, if applicable, and Interest Amount, if applicable”

Step 2

System:

“Please indicate the Tax Program for which you are making a payment.

For Sales and Use Tax, press 1.
For Special Taxes and Fees, press 2.”

Step 3

System:

“If your BOE account number is less than 9 numeric digits, please add zeros to the beginning of your account number to make it a 9-digit number.  Enter your BOE Account Number, without the alpha characters now.”

Enter:

_______________

System:

"You have entered _________

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

Enter:

‘1’, ‘2’, or ‘9’


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 or the Account Number you entered does not match the Board of Equalization Tax Program you have chosen.  After this prompt, please press the star (*) key to re-enter your Tax Program.  If you feel you reached this message in error, please call 1 (800) 400-7115.” 

Step 4

If your account number is valid and you are reporting for Sales and Use Tax, you will hear the following:

“Please indicate the type of payment being made:

For a Sales Tax Return Payment, press 1.
For a Sales Tax Prepayment 1, press 2.
For a Sales Tax Prepayment 2, press 3.
For a Prepayment of Sales Tax On Fuel Distributions, press 4.
For an Accounts Receivable (Liability) Payment, press 5.
For a Sales Tax Audit Payment, press 6.

Enter:

‘1’, ‘2’, ‘3’, ‘4’, ‘5’ or ‘6’.

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’

If your account number is valid and you are reporting for Special Taxes and Fees, you will hear the following:

“Please indicate the type of payment being made:

For a Special Taxes Return Payment, press 1.
For a Special Taxes Prepayment 1, press 2.
For a Special Taxes Prepayment 2, press 3.
For an Accounts Receivable (Liability) Payment, press 4.
For a Special Taxes Audit Payment, press 5.

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 5

System:

“Please enter the period end date or purchase date for the liability you are paying.  We will need the month, day and year.  Using a two-digit format, please enter the month of your period end date or purchase date for the liability you are paying now.”

Enter:

--

System:

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

Enter:

_ _

System:

“Thank you.  Using a four-digit format, please 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

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’

Step 7

System:

“To ensure an accurate and timely payment, please enter a ten-digit telephone number where you can best be reached.  Please enter your direct access work number or your home telephone number beginning with the 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:

"Using your touch tone phone, enter the tax or fee amount due you are paying in dollars and cents.  Do not include any penalty and/or interest payments. Please 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 (#) 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 9

System:

“Using your touch tone phone, enter the penalty amount due 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

System:

“Using your touch tone phone, 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

System:

“There is a convenience fee of __________ dollars and _________cents for processing your transaction.  Bringing the total to _________ dollars and ______ cents.”

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

Enter:

‘1’, ‘2’, or ‘*’

Step 12

System:

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

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 13

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 14

System:

“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 15

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 account number, press 2.
To make another payment using a different 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.”

© 2006 State of California Disclaimer | Privacy Notice | Report Problems with Web Site | ADA Policy | Conditions of Use | Privacy Policy