IRS Payment Plan Proof Packet (PDF)

Create a printable cover sheet, checklist, and notes to document your IRS installment agreement.

Payment plan summary

Summarize the installment agreement details you need to document.

Taxpayer name

Tax year(s) involved

Taxpayer address

IRS notice number (optional)

Payment plan start date

Monthly payment amount

Payment day of month

Payment method (Direct Pay / EFTPS / check / other)

Notes

Mark each document you plan to include in the proof packet.

Other attachments (free text)

Generate a printable proof packet cover and checklist.

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