SII Tax Payment Plan Request Form (Convenio de Pago)

Streamline Your SII Tax Payment Plan Application with Paperform

Applying for a convenio de pago (tax payment plan) with Chile's Servicio de Impuestos Internos (SII) can be complex, involving multiple tax debts, supporting documentation, and installment calculations. This SII Tax Payment Plan Request Form template simplifies the entire process, helping Chilean taxpayers—whether individuals, sole proprietors, or businesses—submit clear, organized payment plan applications that demonstrate good faith and financial responsibility.

Why Chilean Taxpayers Need This Form Template

When facing tax debt with the SII, establishing a formal payment plan is often the most practical path forward. Whether you're dealing with outstanding IVA (VAT), income tax, municipal contributions, or other Chilean tax obligations, this form helps you:

• Consolidate multiple tax debts into a single, manageable payment plan
• Calculate realistic installment amounts based on your financial capacity
• Provide required documentation and financial information in an organized format
• Demonstrate payment capacity to increase approval likelihood
• Submit professional applications that align with SII requirements

This template is designed for accountants, tax advisors, financial managers, and business owners who need to help clients navigate Chile's tax compliance landscape efficiently.

Built for Chilean Tax Compliance Workflows

This form template captures all essential information the SII typically requires when evaluating convenio de pago applications:

• RUT and taxpayer identification with verification
• Debt consolidation details listing all outstanding tax obligations by type and period
• Financial situation assessment including income, expenses, and payment capacity
• Proposed installment plan with automatic calculation features
• Supporting documentation upload for financial statements, income verification, and previous payment history
• Payment method preferences and banking information for automatic debits

The conditional logic ensures that corporate applicants provide additional business information while individuals follow a streamlined path, making the form flexible enough to serve sole proprietors, small businesses, and larger companies.

How Paperform Makes SII Applications Easier

Professional, brand-aligned forms: Accounting firms and tax advisory practices can customize this template to match their branding, creating a professional client experience that builds trust. The clean, document-style layout guides applicants through complex financial disclosure without overwhelming them.

Built-in calculations: Use Paperform's calculation engine to automatically compute total debt amounts, proposed monthly installments based on declared income, and interest projections. This transparency helps clients understand their obligations before submitting to the SII.

Secure document collection: Collect sensitive financial documents—income statements, balance sheets, previous tax returns—through secure file upload fields. Everything stays organized in one submission, ready for SII review.

Conditional workflows: The form adapts based on applicant type (individual or business), debt amount, and financial situation. Show or hide relevant fields to keep the experience focused and efficient.

Automate What Comes Next with Stepper

Once a payment plan request is submitted, Chilean tax professionals often need to coordinate multiple follow-up steps. Connect this form to Stepper (stepper.io) to automate your post-submission workflow:

• Generate SII-ready PDF summaries of the payment plan request with all supporting data formatted for official submission
• Send automatic notifications to your accounting team when high-value debt applications come through
• Update client management systems (Airtable, Google Sheets, or your CRM) with new convenio de pago cases
• Trigger follow-up email sequences to remind clients about additional documentation requirements or SII response timelines
• Route approvals internally before final submission to the SII portal

By connecting Paperform submissions to Stepper workflows, you eliminate manual data entry and ensure every application moves through your process consistently.

Who Benefits from This Template

This SII tax payment plan form is ideal for:

• Accounting firms and tax advisors serving Chilean clients with tax debt resolution needs
• Corporate finance teams managing SII compliance for their organizations
• Consultores tributarios who handle multiple client convenio de pago applications
• SMBs and independent professionals dealing with temporary cash flow challenges who need to negotiate with the SII
• Legal practices specializing in Chilean tax law and compliance
• Business consultants helping Chilean startups and growing companies stay compliant

Whether you're in Santiago, Valparaíso, Concepción, or serving clients across Chile's regions, this template adapts to your workflow while maintaining the professionalism the SII expects.

Trusted, Secure, and Compliant

When handling sensitive tax and financial information, security matters. Paperform is SOC 2 Type II compliant with encryption, secure file storage, and data residency controls that help you maintain client confidentiality. For firms managing multiple client submissions, Agency+ features let you organize forms by client, maintain separate branding, and control access with roles and permissions.

Get Started in Minutes

This template comes ready to use with smart defaults for Chilean tax compliance, but you can customize every detail—add your firm's branding, adjust calculation formulas, modify conditional logic, or integrate with your existing tools. The doc-style editor makes it simple to refine the form without technical skills, and you can preview exactly how clients will experience it before publishing.

Start helping Chilean taxpayers navigate SII payment plans with confidence. With Paperform's intuitive platform, you'll transform a complex regulatory process into a streamlined, professional client experience that demonstrates your expertise and saves everyone time.