Tax Examiner how-to
How to Set Up a Payment Plan
Payment plans help people resolve debts.
Quick answer
Payment plans help people resolve debts. In short: review; collect; determine, then complete the remaining steps below.
Step by step
Review the balance.
Collect financial information.
Determine affordable payments.
Explain terms.
Set up the agreement.
Document it.
Safety reminders for tax examiners
- Protect taxpayer information
- Follow security protocols for field visits
- Stay calm in tense conversations
- Follow ethics rules
Key terms
Audit · Correspondence audit · Field audit · Deficiency · Penalty · Installment agreement: see the full tax examiner glossary.