Monday, July 21 | 11:25 a.m. - 12:15 p.m. | Concurrent Session
IRS Online Services: Helping Tax Pros to Better Serve Clients
1 CPE for AFSP, EA, CPA, CRTP
This session will provide you with an overview of the IRS online accounts – Individual Online Account, Business Tax Account and Tax Pro Account. We will do a deep dive into the current features of Tax Pro Account and show you how to effectively use Tax Pro Account to efficiently interact with the IRS. We will also discuss methods to request transcripts and requirements related to e-Services, Transcript Delivery Service and Practitioner Priority Service. We will also discuss the benefits of using the Document Upload Tool for responding to notices and letters.
Objectives
Upon completion of this session, you will be able to:
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Describe how to access and sign up for IRS Online Accounts
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Use Tax Pro Account to submit digital authorizations
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Help clients sign up for IRS Individual Online Account
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Describe the functions of e-Services
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Understand and use Transcript Delivery System (TDS)
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Learn how to use the Secure Object Repository if you are not an e-Services user
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Learn how to use the Document Upload Tool
CPE information
Duration: 50 minutes
Course level: Update
Prerequisite: Basic familiarity with IRS e-Services
Advanced preparation: None
Delivery method: Group Live
