How to Effectively Use IRS Online Tools in Your Tax Practice

Author: Jim Buttonow

Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2028 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: September 2025

Designed For
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

• Identify common reasons taxpayers and tax pros have to work with the IRS outside of filing a tax return
• Explain how to 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
• Explain how to activate filing and recording Forms 2848 and 8821 online with the IRS
• Explain how to use IRS digital tools to monitor your clients’ IRS activity and notices

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None