By Keiter CPAs
IRS Takes Steps to Connect Taxpayers and Tax Professionals Online
On July 20, 2021, the IRS launched a new feature that will give taxpayers digital control over who can represent them or view their tax records. The new feature will allow individual taxpayers to authorize their tax practitioner to represent them before the IRS with a Power of Attorney (POA) and to view their tax accounts with a Tax Information Authorization (TIA).
“The ability for taxpayers to connect online with their tax professional is a groundbreaking step for the IRS,” said Chuck Rettig, IRS Commissioner. “This is the first, basic step toward a more fully integrated digital tax system that will benefit taxpayers, tax professionals and the IRS.”
Tax professionals may go to the new Tax Pro Account on irs.gov to digitally initiate POAs and TIAs. A key benefit is the completed digital authorization, if accurate, will go directly to the Centralized Authorization File (CAF) database and will not require manual processing.
Most requests will be immediately recorded and appear on the list of approved authorizations in the taxpayer’s Online Account and the tax professional’s Tax Pro Account. Tax professionals may then go to e-Services Transcript Delivery Service to see the taxpayer’s records.
Additional IRS Tax Pro Account Features
There are additional features available to individual taxpayers from their Online Account. Taxpayers can view:
- The amount they owe, updated for the current calendar day
- Their balance details by year
- Their payment history and any scheduled or pending payments
- Key information from their most recent tax return
- Payment plan details
- Digital copies of select notices from the IRS
- Their Economic Impact Payments if any
- Their address on file
Taxpayers can also:
- Make a payment online
- See payment plan options and request a plan via Online Payment Agreement
- Access their tax records via Get Transcript
About the Author
The information contained within this article is provided for informational purposes only and is current as of the date published. Online readers are advised not to act upon this information without seeking the service of a professional accountant, as this article is not a substitute for obtaining accounting, tax, or financial advice from a professional accountant.