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Level 1
April 17, 2023
Question

I have a client who cannot pay all of their tax liability at once. can I apply for an IRS payment plan using the Proconnect software?

  • April 17, 2023
  • 1 reply
  • 5 views

I am looking for a way to apply for a tax payment plan 

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1 reply

George4Tacks
Level 15
April 17, 2023

There are two methods:

1. Form 9465 - Look in Miscellaneous Forms for Installment Agreement (9465) There is a fee to start this plan and it is best done by setting up a automatic debit plan from the bank. https://proconnect.intuit.com/support/en-us/help-article/tax-forms/common-questions-filing-form-9465-lacerte/L4JgfEdxC_US_en_US?uid=lgkvlsan

2. Pay something, wait for a bill, pay something, wait for a bill, ..... there is no fee to do this informal method and it works great on small amounts.

Regardless of method there is interest and penalty for late payment. 

 

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