Payment Options and Payment Plans

1. Log into your TransAction Portal (TAP) If you don’t have an account, you can create one by selecting “New User? Setup online access”
2. Select the account for which you are requesting a payment plan.
   Note: there must be a balance owed.
3. Under the Account Options panel, select Request a Payment Plan.

Most requests will be approved immediately, but if further review or additional information is needed, you may receive a web message or phone call from a Collection Services Representative. You can check your web messages by clicking on the Correspondence tab, then clicking on the My Notices option.

Payment Plan requests are accepted on the following account types:

• Withholding
• Individual Income Tax
• Lodging Facility Sales and Use
• Corporate Income Tax
• Small Business Corporation
• Partnership
• Other Tobacco Products
• Bad Debts
• Cannabis Tax

If you are unable to set up a payment plan on TAP, you can call or email the Collection Services Bureau to request a Payment plan.

By Phone

Call the Collections Services Bureau at (406) 444-6964 to request a payment plan.

By Email

If you are submitting an email request for a payment plan, please include all the information listed below to ensure your plan is set up timely and accurately. Once your payment plan has been created you will receive a confirmation email and a payment plan schedule in the mail.

• Monthly or bi-weekly installment amount (payment plans exceeding 24 months may have a tax lien filed)
• Date you would like your payments to start
• Employer name or business name if self-employed
• Name of Bank
• Bank account type being used (checking or savings)
• Bank account Routing Number
• Bank account Number
• Contact phone number
• Mailing Address

Please note: If the payment plan request cannot be approved or additional information is needed, you may receive a phone call from a Collection Services Representative.

You may make an online payment using the TransAction Portal (TAP). You will have the option of making a payment using your bank account information (e-check) or using your credit or debit card.

Using your credit or debit card will include a transaction fee.

Please Note: It may take up to three business days for payments to be applied to your account.

You may make a payment by mailing a check or money order to the department:

Make checks payable to “Montana Department of Revenue.”

To ensure your payment is applied properly, please also include one of the following with your payment:

• Your Tax ID Number (TIN)
• Social Security Number (SSN)
• Your Account ID
• Your Letter ID

Your Account ID or Letter ID can be found on your most recent correspondence from the department.

In-person payments can only be made at the Department of Revenue’s Donovan building location in Helena. When making an in-person payment, be sure to bring your tax bill or payment voucher. Appointments are not required to make an in-person payment.

In-person payments can only be made at: