How do I get IRS Transcipts?
How do I get IRS Transcripts?
Need 3rd Party Authorization to obtain
Form 8821 - Tax Information Authorization
- For unlicensed Professionals/Staff
- Utilize for Case Investigation
- No Requirement to represent
Form 2848 – Power of Attorney
- For CPAs, EAs, Attorneys
- Used for Representation in a case
- Gives the ability to act on behalf of the client
What are IRS Transcripts?
- Archived records submitted to or prepared by the IRS
- IRS has Recorded include items like
- Tax Returns
- Income Records
- Account Histories
The types of Transcripts
- 2 Forms of IRS Transcripts
- External – Records provided by outside parties
- Internal – Records prepared & used primarily by the IRS. May sometimes help practitioners
How to Get Transcripts
- 2 Ways to obtain Transcripts
- IRS E-Services Account
- After 8821/2848 Has been posted with CAF
- External Transcripts on only
- Practitioner’s Priority Line
- Can fax in 8821/2848 to expedite
- External & Internal Transcripts
If you Do Not Have an E-Services Account
- Obtain A CAF Number
- Prepare an 8821 on yourself
- Or an 8821 or 2848 (if Licensed) for a client
- Leave the CAF # field blank
- Fax into the appropriate CAF Unit per the 8821/2848 instructions
- Once the CAF Unit processes the form, they will issue you a CAF #
- Register for E-Services on the IRS Website
Practitioners Priority Service 1 (866) 860-4259 expect to hold for several hours.
IRS only keeps Records of the last 9 years.
Only income is tied to the Social Security Number. Request to unmask records so you see the full name of employers.
Not available for employer Identify number EIN.