News From RAF - IRS Online e-Services Available to Reporting Agents
Reporting Agents (RAs), who are accepted IRS e-file participants, may access several of the IRS e-services Web-based products tailored to meet your client’s needs.
The RA e-services include:
Transcript Delivery System (TDS) - enables you to request and view your client’s account transcripts online or have them delivered to your secure mailbox for subsequent retrieval. You can also upload a TDS bulk file request for transcripts that will also be delivered to your secure mailbox.
MIS Report - enables all Reporting Agent Principals, Responsible Officials, and Delegates having Principal Consent to generate a report called “TDS Requests by Reporting Agents”. The report identifies each TDS request by your company’s EIN, name, user name, date/time, transaction ID, and taxpayer ID. For instructions on how to create the report, please visit the Reporting Agent Transcript Delivery System (TDS) MIS Report Access Web page.
You can login or register for e-Services if you meet the qualifications below.
You must have a Form 8655, Reporting Agent Authorization, on file with the IRS for the specific taxpayer, form, and tax period before requesting information on a client's account using TDS. Individual users must be employed by the Reporting Agent and be identified on the e-file application as a Principal, Principal Consent, Responsible Official, or Delegated User in order to receive requested information under the Reporting Agent’s taxpayer authorization.
RA e-Services can be accessed by all Reporting Agent principals, principal consents, and responsible officials identified on the IRS e-file application who are registered e-Services users. Designated employees must be delegated the authority to access specific RA e-Services. This must be done through your IRS e-file application by a principal, principal consent, or responsible official of your company.
You and/or your designated employees can begin the e-services registration process anytime. The registrant will need their adjusted gross income (AGI) from a tax return filed within the last two years along with other known personal information. Allow seven days to complete the registration process which includes a confirmation code sent to your home via U.S. mail.
If you have additional questions regarding RA e-services access, please see our FAQs or contact our e-Help Desk at (866) 255-0654 ((512) 416-7750 for International calls.)