Is there a way to create a short term payment plan on Proconnect Online?

3 replies
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Client owes over $1,000 but can only pay half now and half over the next few months. Wants to set-up a short-term payment plan.

ProConnect Tax Online

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itonewbieAnswer

Level 15

This may be what you're looking for? https://proconnect.intuit.com/community/help-articles/help/request-an-installment-agreement-using-form-9465/00/3386

You may also like to refer to the IRS website for more info: https://www.irs.gov/payments/payment-plans-installment-agreements

---------------------------------------------------------------------------------Still an AllStar

itonewbieAnswer

Level 15

This may be what you're looking for? https://proconnect.intuit.com/community/help-articles/help/request-an-installment-agreement-using-form-9465/00/3386

You may also like to refer to the IRS website for more info: https://www.irs.gov/payments/payment-plans-installment-agreements

---------------------------------------------------------------------------------Still an AllStar

A

Anonymous

This solution addresses an installment payment plan (long-term payment plan), which triggers Form 9465, not the short-term payment plan (i.e., payment within 120 days or less).

idawkrizmanAuthor

Level 3

We prepared the form. The taxpayer must propose what they can/want to pay. Based on the amount, it would be short-term or long-term. This is just an application. From what we saw, the IRS will finalize any agreement with the taxpayer.

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