There are many different types of Installment Agreements offered by the IRS and it can be difficult to figure out which one(s) your client qualifies for, or what the best option may be. This course will review the various types of IRS Installment Agreements as well as the steps necessary to establish and maintain the Installment Agreement with Automated Collection Systems (ACS). Including Streamline Installment Agreements, Non-Streamline Installment Agreements, and Partial Pay Installment Agreements. Additionally, you will be shown the role software can play in evaluating and calculating Installment Agreement options. 

Learning Objectives:

• Outline the taxpayer requirements to establish and maintain an Installment Agreement


• Determine the differences between Streamline, Non-Streamline, and Partial Pay Installment Agreements


• Evaluate how to calculate and evaluate the Installment Agreement options to pick the one that is best for the taxpayer


• Summarize the Review of Best Practices in establishing Installment Agreements with Automated Collections System (ACS)