. This feature will be available throughout the webinar. which usually takes about three to four weeks. As a result, tax professionals have three options to obtain client transcripts. Unfortunately, I can no longer pass the CAF test when trying to pull transcripts. very important. Your username is permanent. Delegated users generally don't have any authorities by default. SWARTZWELDER: Right. prior e-Services account and have not completed this process already, you will need to create an It can be partners that own more than 5 percent interest. activation code that was mailed to your address of record which, remember, is the address on viewing this webinar along with some best practices and quick solutions. access based on the minimum e-file requirement or under the Circular 230 exception, then the I will indeed give you a few more seconds to make your selection. you cannot change it. YAMALIS: Yes. request an activation code by mail. MCCARTHY: Thanks, Veronica. Jennifer, let me turn it over to you for this question. Sounds good to me. The IRS will also send you an e-file acceptance letter containing, your EFIN or Electronic Filing Number. What happens if your mobile phone is under someone else's name and not your name? So the pandemic has affected the application process as well. I will give you a few more seconds to make view your account, get an IP PIN, online paying agreements, identity verification services. Veronica, let me go ahead and turn it over to you to continue our presentation, specifically on umm getting our identity and our e-mail verification saved. EROs, Circular 230 practitioners and Reporting Agents are eligible to use TDS to request and receive account transcripts, wage and income documents, tax return transcripts, and verification of non-filing letters. I know we can get 100 percent eventually today. OK. It can be a credit card or a student loan or you can, also have mortgage or home equity loan or home equity line of credit or an auto loan. With the discontinuance of, the fax service, there are now only three ways representatives with valid authorizations can, obtain client transcripts. Next, you'll need to select a site phrase and a site image. You don't have one of the required financial, accounts that can be verified with a third-party credit reporting agency or the verification. Thanks again for, joining us. The Transcript Delivery System (TDS) is a tool provided by the IRS that allows an authorized taxpayer representative to view a client's return and account information quickly, in a secure, online session. e-Services Transcript Delivery System. Our next polling question, Joe. Again, Secure Access offers a two-factor authentication process for returning users. In any case, all users will e-filing requirement, you can still gain access by applying to become an Electronic Return have it. Use TDS to view your client’s return and account information quickly, in a secure, online session. Joseph McCarthy, Veronica Tubman, they are Senior Stakeholder Liaisons in the, Communications and Liaison Division. The Secure Object Repository is also provided to any authorized representative who, isn't an e-Services user now simply by clicking the, Access SOR, button on the e-Services, landing page on IRS.gov and just logging in with an existing Secure Access credentials or you can, apply for Secure Access directly through the link. information that you need to get started, you have your tax return, your financial account and GEIER: For the part that I think they're talking about, the IRS2Go up would not MCCARTHY: Yes. Awesome. The Customer File Number: e-Services Transcript Delivery System Starting Sept. 23, 2018, tax professionals requesting transcripts through TDS may assign a Customer File Number to the transcript. Two, by calling the Practitioner Priority Service which It will take you to a login page that's displayed on screen. The first phase is to verify your That includes if you have to submit response is C, Form 1040, Third-Party Designee. the other one is a lot of, YAMALIS: I think that was it. looked, and just haven't received a letter yet because they just started going out about two account, the phone used to receive your authentication codes does not have to be associated with Now, that's a long You will. involves verifying your mobile phone. seconds to make your selection. MCCARTHY: Certainly, Veronica. Take it away, Joe. Access TDS, Information Needed e-Services username, password and phone can be used to access get transcripts online where you If you are, if you are a user that already has a PIN, that clicking on the materials drop-down arrow on the left side of your screen as shown on this slide. So before I turn it over to Veronica to The only function that the. MCCARTHY: Well, thanks, Phil. YAMALIS: OK. SWARTZWELDER: For any other type of entity, it could be however Let's pause here for our final, polling question. We've got a lot of questions coming in and that, happened to be a big one, what is the e-help desk phone number? Thank you for paying attention. The process will create an e-Services secure. so we can get to as many questions as possible. Thanks, Joe. Is, there a delay because of the Coronavirus that's affecting us all right now? key points. That number again is 1-866-255-0654. More on that a little later. What do you need in So if they're, not designated a Circular 230 only, they've got to file at least those five returns to get, Transcript Delivery System. Use e-Services’ Transcript Delivery System online to obtain masked individual transcripts and business transcripts, or Obtain a masked individual transcript or a business transcript by calling the IRS, faxing authorization to the IRS assistor and the IRS assistor will place the document in the tax practitioner’s e-Services secure mailbox. Jennifer, I If you haven't input your, input your questions yet, this is, your opportunity. Business type, select So again, before we start, I know that we will not have time to answer Joe, take it Here, click the, Services Authorized for, link which is circled at the top of the slide. the application has been completed and the Circular 230 practitioner undergoes and passes a It is indeed what does not allow the Circular 230 tax practitioners to use it? Return Originator. What will happen is that activation code will come to your SWARTZWELDER: Right. asking your question. This is your opportunity to do, that as long as you've been on for at least 50 minutes from the top of the hour before we go, into our question-and-answer period. electronic e-file application and what we're discussing today, the Transcript Delivery System. to disable your pop-up blocker now so that you can answer the polling questions as they're to explain how to go onto the login page to start this whole system. Thanks again for Thank you, Phil. However, after this initial setup is Also remember non-credentialed tax professionals do not qualify for this exception. Yes, e-services is a dream or a nightmare. We invite you to visit our Video Portal at www.irsvideos.gov. Take it away, Joe. then you'll need to register for Secure Access with a newly created username. It can't be the same as the last PIN and the PIN. don't know what we'd want to call, YAMALIS: Officers. That link will take you to the e-file application summary which Remember, this is very, important. with your name. Secure Access online account if one doesn't already exist and apply to become an Electronic If you have a previous Secure, Access online account, enter your username under, login. longer a requirement that your password can be changed every six months, which is good to know. know our audience has been paying attention. Once the user has completely completed the Secure Access authentication process, a, new e-Services user will be prompted to create a PIN. correct and I'll take most of the blame because I believe I read it incorrectly at the beginning. Again, the if it is not a sole proprietorship. YAMALIS: OK. Let's do it. electronically delivered to the Secure Object Repository. need to be granted access to the Transcript Delivery System, while added principles will get Is it A, an IRS E-Services & Transcript Presentation Learn the basics of IRS E-Services and how to read the transcripts from the Transcript Delivery System. Provides the minimum system requirements for, viewing this webinar along with some best practices and quick solutions. electronic e-file application and what we're discussing today, the Transcript Delivery System. You won't need to use this, number unless you decide to provide e-file services at some time in the near future. online account in Secure Access. If you are, if you are a user that already has a PIN, that. Thank you, Phil. Audience, it's time for our first polling question. I, know this was a great one. Your next screen will be where you enter the security code that is received either, by text or through the IRS2Go app. It's very important, I'd like to remind for us, Les. You Specify Your Delivery Method about three to four weeks. TUBMAN: Thanks, Joe. The first step is to go to the e-Services. As a result, tax professionals have three options to obtain client transcripts. Anyway, thanks for clarifying that for us and with that, Veronica, let me go ahead and turn it, over to you to talk about retrieving transcripts. If you don't have a personal mobile phone associated with your name, you can YAMALIS: Joe, I think you're Hey, got a question from a tax practitioner. So I TDS is an exceptionally powerful tool in the hands YAMALIS: Thanks, Veronica, Thank you, so much. TUBMAN: OK. I know earlier I saw some comments about the National Tax Forum beginning at, 2:00 o'clock Eastern Standard Time today and I know many of you have registered for that. What do you need in order to register for Secure Access? Audience, we're planning additional webinars throughout the year. Joe? If you had access to e-Services before the IRS secure, excuse me. I will be your moderator for today's webinar which is slated for, approximately 75 minutes. provider services. Thanks again for your time and attendance and we indeed wish click the closed options closed captioning drop-down arrow located on the left side of your I have to agree, with Jennifer on that. as many ROs on there as you want. The next step is to enter a financial account number for one of the. The correct response is E, all of the above. order to register for Secure Access? That's walking into one of, our IRS Taxpayer Assistance Centers. or the IRS2Go app. The question is what type of financial information is needed to register for, the Transcript Delivery System? B, a virtual phone like Skype or Google Voice, C, a text-enabled mobile phone associated with Welcome, Joe. But before we start the presentation, Hey, Joe? Thank you. Audience, I am, sorry to say that that's all we have, that's all the time we have right now we have for, questions. Reminder: If you view your transcript in your mailbox, it is only available for 3 days. You may exit the webinar at this time. E-Services Online Tutorials: Shows quick tutorials with screen shots to help you perform various functions via e-Services, such as register for an account or use TDS. Take a moment. Delivery System. A couple more seconds. So you may actually have an active application, unless you've, looked, and just haven't received a letter yet because they just started going out about two, weeks ago. If not again, there is always a workaround for this type of issue as well. activation code by mail. YAMALIS: Gotcha. Is it A, a credit card, B, student loan, C, mortgage or a home, equity loan, D, a home equity line of credit, E, an auto loan or F, any one of the above? Once you've activated your SWARTZWELDER: Officers, right, that are with your name and it's text enabled. to access client transcripts, many tax professionals didn't complete the Secure Access I will give you a few more, seconds to make your selection. If you have viewed a Transcript Delivery We just heard Veronica present this. The Internal Revenue Service has delayed a new tax return transcript delivery system that was scheduled to debut Monday. We're really rocking and rolling today. First, enter your username and password. YAMALIS: Very good. all of the above? So If you are a new e-Services user, create a. username that meets the requirements on the page. TUBMAN: Thanks. the Transcript Delivery System? Once the text box opens up, type your question in the text box and then click, send. Delivery System even if they don't e-file tax returns. application complete this process. TUBMAN: Thanks, Transcript Delivery System and other IRS online products, the IRS introduced a more rigorous The e-file application is the vehicle for, establishing permission for your firm's user to access the Transcript Delivery System. If you have an existing e-Services username, Use the activation code to complete the Secure Access, registration process and then register a text-enabled mobile or a virtual phone number of your, choice or the IRS2Go app for use on an app-enabled digital device or a landline where the. letter explaining that they needed additional time to process the application. You will need an e-mail address for your confirmation code, Social Security number or, Individual Tax Identification Number, tax filing status and a mailing address from the last, filed tax return. So how long does this normally take? so take note. It will take you to a login page that's displayed on screen. So if Call the help desk for more information? TUBMAN: OK, Joe. Now, if you have a topic-specific question today, please submit it by. The first phase is to verify your, e-mail address. For example, as your EFIN or Electronic Filing Number. GEIER: Well, it's great that, you had your son, go under your son so you can save money. Anyway, thanks for clarifying that for us and with that, Veronica, let me go ahead and turn it The IRS Transcript Delivery System (TDS) was introduced in 2004 to allow authorized tax professionals to quickly extract data from the IMF in the form of Transcripts. Check, the online tutorials or e-Services on IRS.gov for additional information. cannot use Transcript Delivery System because they switched their phone to be under their son's This is the authorized user section. So again, before we start, I know that we will not have time to answer, all the questions that have already been submitted. delivered to your Secure Object Repository inbox. option which I'll discuss shortly. YAMALIS: I know. Transcript Delivery System Authentication and Authorization Processes Do Not Adequately Protect Against Unauthorized Release of Tax Information. landing page on IRS.gov at www.IRS.gov/eservices assuming that you're a principal officer, responsible official or delegate one of your firm's e-file application. So those of you that want to go and, join the National Tax Forum, as long as you've been here 50 minutes, go for it. Here is your, opportunity to enter those questions now. Find line by line tax information, including prior-year adjusted gross income (AGI) and IRA contributions, tax account transactions or get a non-filing letter. Once the device you have, designated to receive security codes has been activated when you access the Secure Access, system, the IRS will send you a six-digit security code. Once the return is processed, that authorization disappears. Then enter the six-digit security. webinar topics or some pertinent information you'd like to see, an IRS Fact Sheet or a Tax Tip or Awesome. Enter the security code as shown on the slide. previously mentioned, non-credentialed tax professionals do not qualify for this exception. “I sent my client’s POA to the CAF unit, and I signed up for e-services ages ago – but can never get into the Transcript Delivery System. Select the button below to view the animation. code you received on your mobile phone, IRS2go app or on a digital device or on your landline. Where can I get into e-Services to, check that out? IRS Transcripts delivery and reporting... with automatic daily alerts. So the pandemic has affected the application process as well. Hey, got a question from a tax practitioner. there a delay because of the Coronavirus that's affecting us all right now? Veronica? and thanks, Joe. Added, users who are designated as a principal or responsible official will be subject to suitability, screening, the FBI credit and compliance check just to be safe which can delay access to the, Transcript Delivery System for about up to two hours. calling the e-help desk, you must validate your identity in person. YAMALIS: Awesome. identification number or EFIN that has met the minimum e-file requirement of five or more e-file Remember, only, principals, responsible officials and delegated users can have access to the Transcript Delivery, System.
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