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

Author: Jim Buttonow

Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2026 to receive credits. 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 course, 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.

Publication Date: February 2024

Topics Covered

• Working with the IRS
• IRS Account Access: SADI
• Taxpayer Online Tools
• Third-party Authorizations
• Tax Pro Online Tools
• IRS Transcripts
• Best Practices, Tips, and Common Uses for Transcripts
• Real-time Access to Client IRS Transcripts

Learning Objectives

• Identify common reasons taxpayers and tax pros have to work with the IRS outside of filing a tax return
• Identify the current and future scope of IRS online tools
• Explain how to get access to IRS digital tools
• Recognize how to use IRS digital tools effectively in helping your clients
• Identify the future features of IRS digital tools
• Recognize how to activate filing and recording Forms 2848 and 8821 online with the IRS
• Identify practical uses for IRS transcripts

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None