IRS Installment Agreement Request Form

Simplify Your IRS Installment Agreement Application

Facing a tax balance you can't pay in full? An IRS installment agreement allows you to pay your tax debt over time through manageable monthly payments. This IRS Installment Agreement Request Form streamlines the application process, helping you provide the required financial information and calculate an appropriate payment plan.

Built for individuals, small business owners, and tax professionals who need to establish payment arrangements with the IRS, this template guides you through every step of the installment agreement process. Whether you're dealing with personal income tax debt or business tax obligations, you'll have a clear path to compliance.

Designed for Tax Compliance Professionals

Financial advisors, accountants, bookkeepers, and tax preparers can use this template to help clients navigate the payment plan application process. The built-in financial disclosure sections ensure you capture all the information the IRS requires, reducing back-and-forth and speeding up approval times.

Smart Payment Calculation

The form includes intelligent calculations that help determine an appropriate monthly payment based on your outstanding balance, financial situation, and the IRS's typical installment agreement terms. This transparency helps you set realistic expectations and budget accordingly.

Streamline with Automation

Once submitted, you can use Stepper to automate your follow-up workflow—send confirmation emails, create tasks for your accounting team to review the application, update your CRM with payment plan status, or trigger reminders for supporting document collection. If the agreement requires signatures from authorized parties, Papersign can handle secure eSignature collection, keeping everything linked to the original submission for a complete compliance trail.

Paperform's conditional logic ensures that only relevant questions appear based on taxpayer type and financial circumstances, creating a streamlined experience for both individual and business filers. With SOC 2 Type II compliance and secure data handling, you can trust that sensitive financial information stays protected throughout the process.