| Common questions about electronic payments from your checking or savings account |
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- What is an electronic payment from my checking or savings account?
The Oregon Department of Revenue partners with U.S. Bank to allow electronic payments from your checking or savings account for certain kinds of taxes due. U.S. Bank will transfer the amount you authorize directly from your checking or savings account to the department. The IRS has used this process for several years.
- I thought my tax information was confidential, but now U.S. Bank is going to have access to it.
The only information U.S. Bank will receive will be what you give them. U.S. Bank will protect your checking or savings account and tax information. They will not forward your checking or savings account information to us; they will only supply us with your payment. U.S. Bank can provide you with its privacy policy. The department will not provide any tax information to U.S. Bank.
- Can I make the electronic payment using either my Social Security number or my spouse's?
Yes. However, you or your spouse must have an existing account with the Oregon Department of Revenue. If you think you have an existing account and are unable to login, contact us for assistance.
- How do I know which payment type to select?
You should select the payment type that best describes the type of payment you are making. The four payment types are:
- Quarterly estimated personal income tax: The payment will be posted to your estimated tax account. You will claim the estimated payment on your original return when you file it with the Oregon Department of Revenue.
- Personal income tax assessment/deficiency: Use this payment type any time the Oregon Department of Revenue sends you a notice that you owe a personal income tax amount. Usually, the first notice you receive is titled "Notice of Assessment" or "Notice of Deficiency." You can also use this option if you receive a Courtesy Notice reminding you to pay the personal income tax you owe shown on your tax return (see questions #5-7).
Use the personal income tax assessment/deficiency payment type if:
- You received a Notice of Assessment for a tax year in which you filed and did not pay all of the tax.
- You received a Notice of Deficiency for an old tax year because the Oregon Department of Revenue has adjusted your return; or
- The Oregon Department of Revenue sent you an auditor report for additional tax you owe.
- You want to set up a recurring payment through U.S. Bank's Electronic Payment System.
Save the confirmation number from the transaction as proof of payment.
- Personal income tax return (for Form 40, 40S, 40N, or 40P returns): Use this payment type to pay the total amount you owe as shown on your return when you file it. You should also use this option if you are filing an extension (Form 40-EXT). Filing an extension gives you more time to file your current year return. You must pay the tax you expect to owe by the original due date of your return to avoid penalties and interest.
- Personal income tax amended return payment: Use this payment type to pay the total amount you owe as shown when you file an amended return.
- My return showed I owed tax. When the Oregon Department of Revenue processed my return, my tax was increased and I now owe more. I received two bills in the mail for the amount I owe. What payment type should I select when I make my electronic payment?
You received either a combination Notice of Assessment and Notice of Deficiency billing, or a combination Courtesy Notice and Notice of Deficiency. Do not pay the full amount in one transaction. Your payments will not process correctly if you do. You will need to make separate electronic payments for each notice.
At the beginning of each transaction, select the personal income tax assessment/deficiency payment type. Choose the correct liability number for the notice and pay the amount on that notice only. You will have the opportunity to make another payment after each transaction is complete. Save the confirmation number from each transaction as proof of payment.
- Can anyone make an electronic payment through U.S. Bank?
If you do not have an existing account with the Oregon Department of Revenue, you cannot use this service. You must have the necessary information about the tax account you are paying and the checking/savings account number and routing number to use this service.
If you are paying for someone else, and the tax account is overpaid, the department is required to send refunds to the taxpayer on the return and not provide a credit or refund to a different name.
- Can I pay any tax year I want?
You may pay back as far as 10 years. If you need to pay taxes on a return older than 10 years, please contact us. You may also make estimated tax payments for the current or next tax year.
- I've never filed an Oregon return. Can I still make a payment from my checking or savings account?
If you do not have an existing account with the Oregon Department of Revenue, you cannot use this service. If you think you have an existing account and are unable to login, contact us for assistance.
- How long will it take my payment to show on my tax account? Will you give me credit for my payment on the day I made the electronic payment?
We will give you credit for your payment on the date your payment is authorized. Generally, it takes us three to five business days to post your payment to your tax account.
- Will the department send a receipt or updated balance statement?
No. U.S. Bank will issue you a confirmation number when your transaction is complete. Your bank statement will show your payment and will act as your receipt.
- Why does U.S. Bank ask for my e-mail address?
When you register with U.S. Bank or make a payment without registering, you are asked to enter an e-mail address. If you enter an e-mail address, you will receive an e-mail with the confirmation number and payment amount. You can use this information to view your payments.
- How will this show up on my bank statement?
This will show as "TAXPAYMENT" on your statement.
- Why should I use this service?
This service is an option for you to use. You can also make a payment to the department by check, cash, credit card, or money order. You will have to decide which payment method best fits your situation. Some of the benefits of paying electronically from your checking or savings account are:
- Convenience. Individual taxpayers can electronically file or file their paper return early and make one payment by the due date.
- Safety and security. Security of your personal and checking/savings account information is ensured.
- There is no charge for this service.
- What if I overpay?
We will issue your refund either by check or direct deposit when we process your return. The department must issue a refund in the name of the person(s) on the return. If you have an existing debt on your tax account, the overpayment may be applied to that debt.
- I used this service to pay another person's Oregon income tax bill. If you issue a refund later, will the money come to me?
By law, we must issue the refund in the name(s) and Social Security number(s) of the taxpayer(s) listed on the tax return. You will need to make arrangements privately with the person whose tax you are paying.
- Why did I get a bill when I made an electronic payment on time?
We may have received your return and processed it before your electronic payment was posted to your tax account. Please contact us.
- I made a mistake and paid too much. How do I get it fixed?
If you completed the transaction and received your confirmation number, you need to speak with a Department of Revenue representative who will help you determine what you need to do to correct your refund. If you have outstanding debts to the department or other state agencies, the overpayment may be applied to the existing debt.
- What should I do if I can't pay my taxes by the due date?
Call us to make other payment arrangements.
- I'm on a payment plan. Can I make monthly payments using this service?
Yes. U.S. Bank offers recurring payment options. You will need to register with the U.S. Bank Electronic Payment System to use this option. When you login though the Oregon Department of Revenue's "Electronic payment from your checking or savings account" website, select the personal income tax assessment/deficiency payment type.
- Is there a limited number of times I can make electronic payments with U.S. Bank?
We have no limitations on the number of times you may use this service to pay your taxes. You should check with your financial institution to find out if it has any.
- I'm receiving a message JavaScript is not enabled in my browser. What should I do?
The Oregon Department of Revenue and U.S. Bank websites use JavaScript to provide certain functionality. Consult your browser's help feature for instructions to enable JavaScript. Neither the department nor U.S. Bank will provide technical support for your PC.
U.S. Bank's website also requires cookies to be enabled. If you do not have cookies enabled, consult your browser's help feature for instructions to enable cookies.
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