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Illinois Department of Revenue CPP-1 Installment Payment Plan Request Step 1: Identify yourself (and spouse, if applicable) B If business debt, identify your business or organization A ___ ___ ___ - ___ ___ - ___ ___ ___ ___ ___ ___ - ___ ___ ___ ___ ___ ___ ___ Your Social Security number Federal employer identifcation number (FEIN) ___ ___ ___ - ___ ___ - ___ ___ ___ ___ ___ ___ ___ ___ - ___ ___ ___ ___ Your spouse’s Social Security number Illinois account ID __________________________________________________ Your frst name and middle initial Last name Legal business name: ________________________________ _________________________________________________________________ Doing-business-as (DBA), assumed, or trade name, if different Your spouse’s frst name and middle initial Last name from the legal business name on the line above: _________________________________________________________________ Street address - No PO Box number Apartment or suite number __________________________________________________ _________________________________________________________________ __________________________________________________ City State ZIP Business mailing address _________________________________________________________________ __________________________________________________ Your email address City State ZIP (_____)______________ (_____)______________ __________________________________________ Your home phone number Your work phone number Name of person responsible for remitting payments (_____)______________ (_____)______________ (_____)______________ Your mobile phone number Your spouse’s phone number Phone number Step 2: Describe your debt and installment payment plan request 1 Identify the tax periods covered by this agreement. _________ _________ _________ _________ _________ 2 Write the amount of your good faith downpayment. See instructions. 2 $_____________ 3 Write the remaining amount of debt to be covered by this installment payment plan request. 3 $_____________ If your unpaid liability is over $10,000, complete and attach Form EG-13-I or Form EG-13-B. See instructions. 4 Write the date of your frst installment payment __ __ /__ __ /__ __ __ __ and payment amount. 4 $_____________ 5 Check one of the following options to describe how often you will make payments. One payment per month One payment per week One payment every other week Date of month ___ ___ Day of week _______________ Day of week _______________ Step 3: Provide your fnancial institution and account information 6 ______________________________________________________ Check this box if you do not have a bank account. Financial institution’s name ____________________________________________________________________________________________________________________ Mailing address City State ZIP ____________________________________________________________________________________________________________________ Name(s) on the account (list all names) Routing number ___ ___ ___ ___ ___ ___ ___ ___ ___ Checking or Savings Find your routing number at the bottom of your check (for checking accounts) or contact your fnancial institution for the routing number (for savings accounts). Account number ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ Step 4: Read the statement and sign below I agree to, and understand, that (1) the Illinois Department of Revenue (IDOR) is authorized to use the information on this form to make withdrawals (ACH debits) at the frequency I selected in Line 5 and from the account listed on Line 6 in accordance with the Department of Revenue Law of the Civil Administrative Code of Illinois and all applicable Illinois tax acts, and that this authorization remains in effect until the debt is paid or I notify IDOR in writing to cancel ;(2) IDOR may request additional information about my fnancial condition and I may be required to pay a higher amount than the payment plan described above; (3) IDOR has the discretion to fle a lien at any time, including, but not limited to, when IDOR determines there is a risk of non- payment; (4) IDOR may contact me about this payment plan at any address and phone number listed in Step 1 (this includes electronic communication by email or text); and (5) if I do not remit the scheduled payment, fle all required returns, and pay all taxes when due, IDOR may cancel my installment payment plan, my entire unpaid balance will become due immediately, and IDOR may take enforcement action, including levy of my bank account or wages. Under penalties of perjury, I state that I have examined this form and, to the best of my knowledge, it is true, correct, and complete. ______________________________________________________________________ __ __ / __ __ / __ __ __ __ Your signature or authorized offcer (if offcer, write title) Month, day, year Department use only _________________________________ __ / __ __ / __ __ __ __ ______________________________ __ __ / __ __ / __ __ __ __ Approved by assignee Date approved by assignee Approved by supervisor Date approved by supervisor This form is authorized as outlined under the tax or fee Act imposing the tax or fee for which this form is filed. Disclosure of this Printed by the authority of the state CPP-1 (R-06/23) information is REQUIRED. Failure to provide information may result in this form not being processed and may result in a penalty. of Illinois — Web only, One copy Reset Print |
See instructions on next page. CPP-1 back (R-06/23) |
Instructions for Form CPP-1, Installment Payment Plan Request General Information approval and the conditions of the may make payments using your installment payment plan. Visa, Discover, MasterCard, or Who should fle this form? American Express. The credit card How must I make my You should fle Form CPP-1, service provider will assess a Installment Payment Plan Request, installment plan payments? convenience fee. Each service if you have tax delinquencies that ACH debit — If you have a checking provider charges its own rate. The you cannot pay in full because of a or savings account, you may be rates can vary daily. The Department fnancial hardship and you would like required to make your installment of Revenue receives no money from to enter into an installment payment payments using the ACH debit these fees. Please note that this is plan with us. program. It is the recommended form the only payment option where you of payment for installment payments. will be charged a convenience fee. What is an installment The ACH debit program allows you To make a credit card payment, visit payment plan? to have the installment payments our website at tax.illinois.gov or call An installment payment plan is an automatically withdrawn from a 1 866-490-2061 and choose the agreement between you and the savings or checking account. credit card payment option. If your Illinois Department of Revenue to pay payment is for a prior year, select Note: If we approve your installment your tax delinquencies using regularly “prior year.” payment plan request, your plan scheduled payments. Your scheduled approval letter will describe the payment amount and the length of time Where do I send my requirements for your payments. that you have to pay is based on your completed form? fnancial condition. Please fax your completed form to us How must I make my frst at 217 785-2635 or mail it to When is this form due? payment or extra payments? INSTALLMENT CONTRACT UNIT There is no specifc due date. We To make your frst payment or if you ILLINOIS DEPARTMENT OF REVENUE recommend that you fle this form when would like to make payments in PO BOX 19035 you receive a bill or notice which you addition to your regular installment SPRINGFIELD IL 62794-9035 are unable to pay because of a fnancial payments, you may use one of the hardship. Once you receive the bill or following options. Where do I get help? notice, you should complete and return • MyTax Illinois — This is the • Visit our website at tax.illinois.gov this form within 10 days. Note: Even Department’s online account • Call our Installment Contract Unit at when you enter into an installment management system. You may use 217 785-8556 payment plan, you continue to accrue MyTax Illinois to make electronic interest and applicable penalties and • Write to payments as well as fle returns for fees on the delinquent tax you owe. INSTALLMENT CONTRACT UNIT most taxes. Go to mytax.illinois.gov. ILLINOIS DEPARTMENT OF REVENUE When will my installment • “Pay by Phone” — Call PO BOX 19035 payment plan request be 1 866-490-2061 to make a payment SPRINGFIELD IL 62794-9035 approved? from your checking or savings Approval of your request for an account. You will need your installment payment plan will depend Taxpayer ID, bank routing number, upon the completeness of the and bank account number. information you provide on this form. • Mail — You may mail your If additional information is needed to remittance to process your request, we will contact INSTALLMENT CONTRACT UNIT you. ILLINOIS DEPARTMENT OF REVENUE If our review fnds that you PO BOX 19035 • can pay in full, then we will require SPRINGFIELD IL 62794-9035 you to do so. • Credit card (This payment method • qualify for an installment payment is only available for Individual plan, we will send you a letter of Income Tax liability.) — You CPP-1 Instructions Front (R-06/23) Printed by the authority of the state of Illinois — Web only, One copy |
Step-by-step Instructions Information Statement for Individuals, and that this authorization remains or Form EG-13-B, Financial and Other in effect until the debt is paid or you Step 1: Debtor identifcation Information Statement for Businesses, notify IDOR in writing to cancel; Line A Complete all lines. If you have and submit it with Form CPP-1. Both (2) IDOR may request additional a spouse who is also liable, complete of these forms are available on our information about your fnancial the lines about your spouse. website at tax.illinois.gov. condition and you may be required to pay a higher amount than the Line B If business debt, complete Line 4 For your regular installment payment plan described on this all lines to identify the business or plan payments, write the date form; organization. payments will begin and the amount (3) IDOR has the discretion to fle a of each payment. Please make the lien at any time, including, but not payment amount as large as possible limited to, when IDOR determines Step 2: Describe your debt to reduce additional interest accrual. there is a risk of non-payment; and installment payment plan Interest accrues on the tax until paid. request (4) IDOR may contact you about this Line 5 Check one box to tell us payment plan at any address Line 1 Identify all tax periods (i.e., how frequently you will make your and phone number listed in month, quarter, or year) for which installment plan payments as identifed Step 1 (this includes electronic the liability exists. For individual or on Line 4. communication by email or text); business income tax liabilities, write and the tax year covered by the return. (5) if you do not remit the scheduled Step 3: Provide your fnancial payment, fle all required returns, If you need additional space, write the institution and account and pay all taxes when due, tax period beside the line provided or information IDOR may cancel the installment list the tax periods on a separate sheet of payment plan, the entire unpaid paper and attach it to this form. Complete all lines about your account balance will become due to authorize the Illinois Department of If you have both individual income tax immediately, and IDOR may take Revenue to utilize the ACH debit and other tax debt, submit a separate enforcement action, including levy method ofpayment from this account. Form CPP-1 for the individual income of your bank account or wages. tax liability. If you are requesting an installment Step 4: Read the statement payment plan for more than one type and sign the form of tax other than individual income You (or in the case of a business, tax (i.e., sales, withholding, excise, the person responsible for remitting or business income tax), you may payments) must sign the statement. If combine the tax types on your Form you do not, processing of your request CPP-1. Write the type of tax beside the will be delayed and we may take line provided or list the tax types and collection action to collect the unpaid periods on a separate sheet of paper debt. and attach it to this form. We will contact you if we do not Line 2 Write the amount of your good approve the installment payment plan faith down payment (which is due with as you request or if we need additional your completed Form CPP-1). You information from you. must make this payment using MyTax Illinois or “Pay by Phone” payment By signing the application, you method or by mailing us a check or agree to the following: guaranteed remittance. Please make your down payment amount as large (1) the Illinois Department of Revenue as possible to reduce additional (IDOR) is authorized to use the interest accrual. Interest accrues on information on this form to make the tax until paid. withdrawals (ACH debits) at the frequency you selected in Line 5 Line 3 Write the amount of debt and from the account listed on to be included in your installment Line 6 in accordance with the payment plan. If your unpaid Department of Revenue Law of the liability is over $10,000, complete Civil Administrative Code of Illinois Form EG-13-I, Financial and Other and all applicable Illinois tax acts, CPP-1 Instructions Back (R-06/23) |