How do I get a business IRS 941 payroll (Trust Fund) Installment Agreement?

All IRS Back Tax Help comments are in blue.  This post is about the In business IRS trust fund installment agreement.    

If you know you need to take action, read my thread about whether or not you should hire someone (You shouldn’t automatically) titled “How do I hire IRS back tax help?”  Here’s the link:

https://irsbacktaxhelp.wordpress.com/2011/10/31/i-owe-the-irs-back-taxes-how-do-i-hire-irs-back-tax-help/

As usual,  If you like the tone of these posts, contact me for consultation.  I can be reached at irsbacktaxhelp@gmail.com.  Before you email me, please click on and read “About IRS  BACK  TAX  HELP”.

http://www.irs.gov/businesses/small/article/0,,id=239096,00.html

These installment agreements generally do not require a financial statement or financial verification as part of the application process.  If you don’t want to submit financial information to the IRS, this is the plan for you.  The problem is you must meet the below criteria.  Most people don’t realize that collection efforts don’t trigger audits.  If you’re worried about scrutiny, don’t.  Revenue Officers are not auditors, and only care about collecting from people who owe the IRS back taxes.  

The criteria to qualify for an In Business Trust Fund-Express IRS Installment Agreement are:

• You owe $25,000 or less at the time the agreement is established. If you owe more than $25,000, you may pay down the liability before entering into the agreement in order to qualify.  Don’t substitute different problems for this one, if paying down to $25,000 doesn’t make sense, don’t do it.  
• The debt must be full paid within 24-months or prior to the Collection Statute Expiration Date (CSED), whichever is earlier.  Same idea, if you need more time, take it.  Most of my clients took the aggressive payment action and then defaulted.  Be smart up front.  Get what you need.  
• You must enroll in a Direct Debit installment agreement (DDIA) if the amount you owe is between $10,000 and $25,000.  Do this and then get the IRS tax lien removed.  
• You must be compliant with all filing and payment requirements.  Always a baseline requirement.  Do this no matter what.  Eliminates the Failure to Deposit Penalty, which grows to 22% over the first year.  

To Request an In-Business Trust Fund Express Installment Agreement:

• Call the number on your bill or 1-800-829-4933
• Visit your local IRS office
• Complete IRS Form 9465, Installment Agreement Request (PDF), and send it to the address on your bill. If you do not have a bill, send the form to the address on page 2 of Form 9465

References/Related Topics

• Struggling with Paying Your Taxes? Let IRS Help You Get a Fresh Start
• Payment Plans, Installment Agreements