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INCOME AND EXPENSES
$ FOR DOR USE ONLY
MONTHLY INCOME:
Your net pay [attach 3 recent paystubs]..........................................................................................
Your spouse’s net pay [attach 3 recent paystubs]...........................................................................
Rents paid to you............................................................................................................................
Pensions.........................................................................................................................................
Social Security................................................................................................................................
Profit from your business [attach statements]................................................................................
Commissions.................................................................................................................................
Other Income [source] _______________________________________ ...................................
MONTHLY EXPENSES: [Expenses must be reasonable for the size of your family, location, and unique circumstances] ALLOWABLE PAYMENTS
$ [for DOR USE ONLY]
Rent...............................................................................................................................................
Mortgage.......................................................................................................................................
Alimony/Child Support...................................................................................................................
Groceries.......................................................................................................................................
Utilities:
Electricity............................................................................................................................
Heating Oil/Natural Gas.....................................................................................................
Water.................................................................................................................................
Telephone..........................................................................................................................
Transportation [Gas, Bus Fares, Etc.]...........................................................................................
Medical [Doctors & Medicine not paid by Insurance]....................................................................
Insurance:
Auto....................................................................................................................................
Health.................................................................................................................................
Life......................................................................................................................................
Homeowners/Renters.........................................................................................................
Estimated Tax Payments...............................................................................................................
Auto Loans [Name of Financing Company, Bank, Etc.]:
Installment Payments [Name of Store, Bank, Credit Card, Amount of Payment & Date of
fiinal payment]
Other:
Total Allowable Monthly Expenses................................................................................................................................................. $
Minimum Installment Payment....................................................................................................................................................... $
CONDITIONS
I agree to file returns and pay, when due, all other state taxes for which I may become liable during the term of this agreement.
I understand that until the amount owed is paid in full, any refunds due me will be applied against the balance I owe without affecting the terms of this
agreement.
I understand that this agreement is based on my current financial circumstances and is subject to revision or cancellation if subsequent financial
information reflects a change in my ability to pay.
I understand that if I do not meet all of the conditions of the agreement, or it it is determined that collection of these taxes is endangered, permission
to make installment payments will be withdrawn.
ADDITIONAL INFORMATION [Expected changes to Income, Health, Etc.]:
CERTIFICATION
Under penalties of perjury, I declare that to the best of my knowledge and belief, this statement of assets, liabilities, and other information is true, correct, and
complete. I agree to resolve my tax liability as prescribed by the Division of Revenue.
Your Signature Spouse’s Signature [if joint return was filed] Date
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