How to Effectively Use IRS Online Tools in Your Tax
Date: Wednesday, September 10, 2025
Instructor: Jim Buttonow
| Begin Time: |
9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time |
| CPE Credit: |
2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC |
|
NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
The IRS is developing more and more digital tools. However, many taxpayers, and their tax pros, are not aware of the online options when working with the IRS. In this webinar, discover the many ways taxpayers and tax pros can work with the IRS online using the many tools offered by the IRS. Tax pros will be able to save time by adopting new IRS online features and effectively using IRS transcripts to answer client questions and solve common issues.
Who Should Attend
Tax professionals and tax firm leaders who want to be more effective and save time when working with the IRS by utilizing IRS transcripts and the latest features in IRS online tools.
Topics Covered
- Working with the IRS: common reasons and options
- Overview of IRS online tools
- Filing authorizations (Forms 2848 and 8821) with the IRS
- Taxpayer and tax pro digital tools
- Secure Access Digital Identity
- Overview of IRS Transcripts and common uses
- Best practices and tips
Learning Objectives
- Learn common reasons taxpayers and tax pros have to work with the IRS outside of filing a tax return
- Use IRS digital tools effectively in helping your clients
- Explain how to get access to IRS digital tools
- Identify the future features of IRS digital tools Discover uses for IRS transcripts
- Activate filing and recording Forms 2848 and 8821 online with the IRS
- Use IRS digital tools to monitor your clients’ IRS activity and notices
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
None
Advance Preparation
None
