How To Create A Pay Plan

To set up a new pay plan:

• Navigate to the Pay Plan maintenance page.

• If the account is not already specified, select the Account for which you want to create a pay plan

• Define the Division and Obligation Type to use for the pay plan.

• If necessary, change the Start Date (the current date is defaulted).

• Select the Recommendation Rule to use and modify any of the default parameters to meet the needs of the taxpayer.

• Verify the list of Covered Obligations.

• Click Recommend.

• On the pop-up dialog, specify the Schedule Start Date and click Recommend.

• Make any necessary changes to the scheduled payments grid and click Save.