Automated Tax Credit - Tax Debt Resolution

Glossary

Form 8867 – Paid Preparer’s Due Diligence Checklist

Form 8867 is a checklist that tax preparers must use to ensure they've done their due diligence before filing a tax return, particularly for certain credits and deductions. This form helps protect both taxpayers and the IRS from fraud and errors.

Form 433-D – Installment Agreement

Form 433-D is used to request an installment agreement with the IRS to pay off your tax debt over time instead of in one lump sum. It's a critical tool for taxpayers who can't afford to pay their taxes in full immediately.

Form 9465 – Installment Agreement Request

Form 9465 is how you ask the IRS to let you pay your tax bill in monthly installments rather than all at once. It's a crucial tool for taxpayers who can't afford to pay their full tax liability immediately.