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Pedro0105
New Member
August 11, 2026
Question

How can I set up an installment agreement for a client in ProConnect Tax Online? The client owes approximately $1,700 in federal taxes, and I would like to request a monthly payment plan for them.

  • August 11, 2026
  • 1 reply
  • 37 views

How can I set up an installment agreement for a client in ProConnect Tax Online? The client owes approximately $1,700 in federal taxes, and I would like to request a monthly payment plan for them.

 

    1 reply

    Kathi_at_Intuit
    Kathi_at_IntuitCommunity Manager
    Moderator
    August 12, 2026

    Hi ​@Pedro0105  welcome to the Community and thanks for posting about how to set up an installment agreement in ProConnect Tax. Here is a Support article that may assist with this:

    How to request an installment agreement using Form 9465 in ProConnect Tax

    **Click the 👍Thumbs up icon to say thanks on a post, and click Best Answer to mark the post that answered your question.**
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