Tools
·
IRS Resolution & Collections
IRS Installment Agreement (Form 9465)
Payment plans
Form 9465
★ PRO
Client & balance
Active client
Taxpayer name
Total balance owed (tax + penalty + interest)
Monthly payment the client can afford
Months left on collection statute (CSED)
Low income? (reduced/refundable setup fee)
No
Yes
Minimum monthly payment
$0
🧾 Print Form 9465 worksheet
➕ Add to client package
💾 Save to client
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How installment agreements work