Form preview

Get the free 540-es

Get Form
This document provides instructions for individuals on how to calculate and pay estimated tax for the year 2021 using Form 540-ES and includes information regarding payment options, due dates, and specific rules for taxpayers.
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign 540-es

Edit
Edit your 540-es form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your 540-es form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing 540-es online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
To use the professional PDF editor, follow these steps:
1
Create an account. Begin by choosing Start Free Trial and, if you are a new user, establish a profile.
2
Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.
3
Edit 540-es. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.
4
Save your file. Select it in the list of your records. Then, move the cursor to the right toolbar and choose one of the available exporting methods: save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud.
With pdfFiller, it's always easy to work with documents. Try it!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out 540-es

Illustration

How to fill out 540-es

01
Gather all necessary documents such as W-2s, 1099s, and any other income statements.
02
Obtain a copy of Form 540-ES, which can be found on the California Franchise Tax Board website.
03
Fill in your name, address, and Social Security number at the top of the form.
04
Calculate your estimated tax liability for the year by assessing your previous year's income.
05
Divide the total estimated tax liability by four to determine your quarterly payment amount.
06
Fill in the estimated payment amount in the appropriate box for each quarter.
07
Review the form for accuracy and ensure all calculations are correct.
08
Mail the completed Form 540-ES along with any payment to the designated address provided on the form.

Who needs 540-es?

01
Individuals who expect to owe $500 or more in California state income tax for the current year.
02
Self-employed individuals who need to prepay their estimated taxes.
03
Taxpayers whose withholding does not adequately cover their tax liabilities.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.4
Satisfied
49 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

540-es is ready when you're ready to send it out. With pdfFiller, you can send it out securely and get signatures in just a few clicks. PDFs can be sent to you by email, text message, fax, USPS mail, or notarized on your account. You can do this right from your account. Become a member right now and try it out for yourself!
pdfFiller not only allows you to edit the content of your files but fully rearrange them by changing the number and sequence of pages. Upload your 540-es to the editor and make any required adjustments in a couple of clicks. The editor enables you to blackout, type, and erase text in PDFs, add images, sticky notes and text boxes, and much more.
Yes, you can. With pdfFiller, you not only get a feature-rich PDF editor and fillable form builder but a powerful e-signature solution that you can add directly to your Chrome browser. Using our extension, you can create your legally-binding eSignature by typing, drawing, or capturing a photo of your signature using your webcam. Choose whichever method you prefer and eSign your 540-es in minutes.
540-es is a California state form used for estimated tax payments for individuals.
Individuals who expect to owe $500 or more in state tax after subtracting withholding and credits must file 540-es.
To fill out 540-es, you need to provide your personal information, estimate your income for the year, calculate the amount you owe, and indicate the payment amount for each installment.
The purpose of 540-es is to allow individuals to make estimated tax payments to the state of California throughout the year.
You must report your name, address, Social Security number, estimated total income, and the amounts of estimated payments due.
Fill out your 540-es online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.