MDFTAX
Level 3
07-08-2025
11:44 AM
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Dear Community.
I am trying to set up my clients with a payment plan with the IRS.
What is the best approach? I am using Proconnect Tax.
1- File 2024 Tax Return and then file the payment plan request or
2- File the return and the payment plan request at the same time
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sjrcpa
Level 15
07-08-2025
05:15 PM
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1. File return and pay as much as they can.
Then submit payment plan. Hopefully it can be done online.
If you submit the plan with the return it languishes.
The more I know the more I don’t know.
