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Utilizing IRS' Online Resources: Enhanced Tax Pro Account Features, E-Services, Secure Messaging

Submitting Online Power of Attorneys, Requesting Transcripts, and Resolving Tax Matters

Note: CLE credit is not offered on this program

Recording of a 110-minute CPE webinar with Q&A

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Conducted on Wednesday, January 10, 2024

Recorded event now available

or call 1-800-926-7926

This webinar will explain the latest online options available to tax professionals at the IRS. Our panel of tax specialists will walk preparers through the registration process, submitting power of attorneys and requests for transcripts at the IRS site, and point out missteps to avoid to expedite the resolution of taxpayer IRS issues.

Description

The Inflation Reduction Act (IRA) did more than fund IRS enforcement; it included funds to modernize the IRS and improve taxpayer services. This includes newly provided enhancements to tax professionals' (Tax Pros) online accounts. Tax preparers can now manage client authorizations and view clients' tax information, including balances due. Linking your CAF number with your Tax Pro Account allows professionals to submit a power of attorney or request a transcript online. According to the IRS, a tax professional can request authorizations from the last 20 years through the current year and three additional future years for individual income tax returns.

There are caveats. A practitioner must have a CAF and request a PIN, which is mailed to them by the IRS. The Tax Pro Account is different from E-Services. Only E-Services includes Taxpayer Identification Number (TIN) verification, while a preparer could use either E-Services or a Tax Pro Account to submit Forms 2848, Power of Attorney, and Forms 8821, Tax Information Authorization. However, submitting either via a Tax Pro Account requires the taxpayer also have an online account with the IRS.

Now, the IRS offers secure messaging to respond to certain tax notices. However, if a taxpayer files jointly, the husband and wife must register, in addition to the tax preparer, to respond via the secure portal. The IRS then must verify receipt of all three registrations before any documentation can be submitted. With only a one-month response time on CP2000 notices, for example, practitioners often must resolve issues via mail despite the new feature.

Listen as our panel of IRS tax controversy experts reviews online options available for CPAs, EAs, and other tax professionals and explains how to use these options to streamline the resolution of taxpayer issues.

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Outline

  1. Utilizing IRS’ resources for tax professionals – introduction
  2. Online Tools
    1. ID.me
    2. Centralized Authorization File (CAF)
    3. Identity Protection Personal Identification Number (IP PIN)
  3. Tax Pro Accounts
    1. Personal Identification Number (PIN)
    2. Power of Attorney
    3. Transcript Delivery System (TDS)
  4. E-Services
  5. Secure Communications with the IRS
    1. Secure Messaging
    2. Document Upload Tool
      1. Respond to Notices
      2. Transmit documents to Practitioner Priority Service
  6. Payment options
    1. Direct pay
    2. Online installment plans and pre-qualifier
  7. Live demonstrations

Benefits

The panel will review these and other critical issues:

  • Registering for a Tax Pro Account
  • Responding to IRS notices via the secure portal
  • Differences between E-Services and Tax Pro Accounts
  • Steps to submit Form 2848, Power of Attorney, online
  • Missteps to avoid when registering for online services and submitting information to the IRS

Faculty

Mosely, Tiffany
Tiffany Mosely, Esq. LLM
Supervisor - Tax Controversy - Washington National Tax
RSM US

Supervisor - Tax Controversy - Washington National Tax - RSM US LLP

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Thomas, Kimberly
Kimberly S. Thomas, JD, LLM, CPA
RSM US

Ms. Thomas is an experienced Tax Controversy Tax Manager with a demonstrated history of working in the accounting...  |  Read More

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