Resources

For clients that won’t have all their individual tax documents available or compiled by March 15 and need to file an extension, please populate this online questionnaire to assist us in knowing how we can best help you with the filing and potential payment calculation.

REQUEST EXTENSION

Thrive Resources

Wealth Management Resources

Online Tax Payments

Federal Estimated Extension

TO MAKE FEDERAL
ESTIMATED OR EXTENSION PAYMENTS:

Go to: https://directpay.irs.gov/dire…
Select Reason For Payment:
- Extension
  (if previous tax year extension payment)
- Estimated Tax
  (if upcoming year estimated tax payment)
Apply Payment to:
- 4868
  (if previous year extension payment)
- 1040ES
  (if upcoming year estimated tax payment)
Select Tax Period:
- Previous Year
  (if extension payment)
- Current Year
  (if estimated tax payment)
Click Continue
On the next screen enter information from most recently filed return to verify your identity. Choose the tax year for verification, enter your information, then select continue.
Enter the payment amount and your bank account information.
Select continue to review and submit your payment, and save the confirmation for your records.

Wisconsin Estimated Extension

TO MAKE WISCONSIN
ESTIMATED OR EXTENSION PAYMENTS:

Go to: https://tap.revenue.wi.gov/pay…
Select Account Type: “Individual Income Tax”
Select Payment Type: “Estimated Payment”, and click Next
Select Tax Year:
- Previous Year
  (if extension payment)
- Current Year
  (if estimated tax payment)
Enter your Social Security Number and name, click Next
Enter your payment information, select the payment date, and enter the payment amount.
Select Submit and save the confirmation for your records.