Effectively Working with the IRS: Using IRS Transcripts and Current IRS Online Tools (Completed)

NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card

This course equips tax professionals with the practical skills needed to work efficiently with the IRS using current IRS digital tools and transcripts. As part of its ‘digital‑first’ service strategy, the IRS continues to expand online account access, authorization tools, and real‑time data availability. Clients increasingly expect their advisors to know how to navigate these systems quickly to resolve questions, notices, and post‑filing issues.

In this course, you will learn how to access, interpret, and apply IRS online tools and transcripts to diagnose client issues and answer questions faster. The course explores how tax professionals can leverage IRS secure access systems, digital authorizations, and transcript tools to reduce delays, improve accuracy, and provide proactive client service. You will also gain insight into upcoming IRS digital capabilities and best‑practice strategies for integrating these tools into your firm’s workflow. By the end of the program, you will be prepared to use IRS digital resources more effectively, saving time while enhancing client confidence and firm efficiency.

Who Should Attend
This course is designed for tax and accounting professionals who want to save time and improve client service by effectively using IRS digital tools and transcripts.

Topics Covered

• IRS digital‑first service strategy and working with the IRS
• IRS Secure Access Digital Identity (SADI) and account access
• Taxpayer and tax professional IRS online tools
• Third‑party authorizations and digital submission of Forms 2848 and 8821
• IRS transcript types and real‑time transcript access
• Best practices, tips, and common transcript use cases
• Real-time Access to Client IRS Transcripts

Learning Objectives

• Identify common situations requiring interaction with the IRS outside of tax return filing
• Explain the scope and capabilities of current IRS online and digital tools
• Apply secure access procedures to obtain and manage IRS digital tool access
• Use IRS digital tools to assist clients with account inquiries and post‑filing issues
• Prepare and submit Forms 2848 and 8821 using IRS digital authorization systems
• Interpret IRS transcripts to diagnose and resolve common client tax issues

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None