Save Print Clear Request a Payment Plan Wisconsin Department of Revenue PO Box 8901 Madison WI 53708-8901 Important Information about Payment Plans Phone: (608) 266-7879 Fax: (608) 224-5790 • A $20 fee will be added to your balance when a payment plan is accepted by the department DORCompliance@wisconsin.gov • A payment plan will not prevent the filing of a delinquent tax warrant. A warrant is a lien against your property and, as public record, may affect your credit rating. The filing of a tax warrant will add a fee to your balance. • Your Wisconsin, federal and other states’ tax refunds, vendor payments, unclaimed property and lottery winnings will be used to pay the amount due and will not be considered installment payments on your plan • All returns and taxes must be filed and paid as they become due • The department reserves the right to end any plan if we determine it was made based on false or incorrect information, there is a significant change in your financial condition, or if you default the terms of the plan • If you fail to make payments as agreed or your plan is ended, DOR will take collection actions allowed by law without further notice • We will charge you a collection fee on DOR tax debt equal to 6.5% of your amount due, with a minimum charge of $35. The collection fee for state debt referred by another agency is 15% of the amount due, with a minimum charge of $35. Click mouse in field or use tab to navigate throughout form. Part A: Proposed Payment Plan Payment Amount Frequency First Payment Date (must be 1‑28 of the month) $ Monthly Bi-weekly Weekly Part B: Your Information Name Date of Birth SSN Mailing Address Phone ( ) - City State Zip Dependents: List names and ages Employer: Name Phone Job Title / Position ( ) - Gross Income Net Income / month / month Other Income: General Assistance Wisconsin Works Payments Social Security / SSI Other (list) Other (list) Other (list) Part C: Your Spouse I am not married. Skip to Part D. Name Date of Birth SSN Mailing Address Phone ( ) - City State Zip Employer: Name Phone Job Title / Position ( ) - Gross Income Net Income / month / month Other Income: General Assistance Wisconsin Works Payments Social Security / SSI Other (list) Other (list) Other (list) A-771 (R. 10-18) To Page 2 |
Part D: Banks and Other Financial Institutions (list all – attach separately if necessary) Name Type (checking, savings, IRA, CD, money market, etc.) Balance Part E: Motor Vehicles, Boats, Motorcycles, Snowmobiles, ATV’s, etc. (list all – attach separately if necessary) Year Make Model Vehicle 1 Fair Market Value Balance Owed Lien Holder Year Make Model Vehicle 2 Fair Market Value Balance Owed Lien Holder Part F: Real Estate (list all – attach separately if necessary) Location Fair Market Value Mortgage Holder Balance Due Part G: Expenses Expense Monthly Payment Total Balance Owed Note any payments that are behind and how much Mortgage (include escrow) or Rent $ $ Vehicle Payments $ $ Gasoline / Oil $ $ Home Heating $ $ Electric $ $ Utilities: Telephone $ $ Water $ $ Cable / Internet $ $ $ $ Loans (list) $ $ $ $ $ $ Credit Cards (list) $ $ $ $ Food: $ $ Insurance (all): $ $ IRS – Delinquent Payment $ $ Entertainment /Other (attach list if needed) $ $ Total Monthly Expenses $ 0.00 Total Net Monthly Income $ Net Difference $ 0.00 Part H: Signature I have read and understand the terms of a payment plan listed above. I have completed all information requested and attached additional pages if more room was needed. The information provided above is true and correct to the best of my knowledge. Your Signature Date Spouse Signature Date N Upon receipt, the department will review your request and determine if additional information or written verification is O required. If so, you will be notified and given a deadline to provide the additional documentation. After all documentation T E is received and reviewed the department will accept your proposal, issue a counter proposal, or reject your proposal. A-771 (R. 10-18) - 2 - Return to Page 1 |