With IFP, you can arrange to have your client’s debit or credit card charged to pay a federal balance due upon IRS acceptance of the e-filed return.
A taxpayer credit or debit card payment (MC, Visa, Discover, AmEx) for a 1040 return or a 4868 extension can be arranged from within the software through Integrated File and Pay (IFP). Payment through IFP is available only for e-filed returns and extensions and must be scheduled before e-filing. If the filing is rejected, the taxpayer's card is not charged.
IFP is not available for a 1040-NR return or Form 2350 extension.
To learn more, log in to Drake Support and click Partner Programs > Pay Taxes with Credit Card.
Customer reminders explaining the IFP payment are available in PDF format in a Handout. Download and give these to your customers when they use IFP.
The following sections outline the process for using IFP.
- Complete the return (but do not e-file it yet).
- Go to the IFP screen, accessible from the Data Entry Menu or via the Pay balance due with credit card link on the PMT and 4868 screens.
- Select Form 1040 or Form 4868.
- Enter the Balance due.
- Click Authorize Credit Card. The IFP Make a Payment Status – Provide Information page is displayed on your browser.
- Follow the steps indicated on the Payment Center.
Once the payment is authorized, an email is sent immediately to the taxpayer using the email address entered on screen 1. (A second email is sent when the taxpayer's filing is accepted or rejected. For more details on the content of these emails, see “IFP Email Updates Sent to the Taxpayer” in Attachments at the bottom of this page).
e-Filing the Return
With the payment authorized, you should now e-file the return.
- If the filing is accepted, the card is charged and the taxpayer receives email notification.
- If the filing is rejected:
- The card is not charged and the taxpayer receives email notification.
- The payment authorization is no longer valid, and the card must be authorized again before re-filing the return with an IFP payment.