e-Services

FAQs for non-e-Services Applications

As of November 14, many of the IRS online services applications switched to a new authentication platform.  New users for those applications will create an account via a trusted technology provider, ID.me, instead of the legacy IRS system.  The IRS will transition all e-Services tools for tax professionals to this new sign-in system in the summer of 2022.

While e-Services applications won’t use this new identity verification process until summer 2022, you can get ready and set up an ID.me account now using Tax Pro Account or Submit Forms Online.  You’ll be able to use your account across multiple IRS tools and at other government agencies that also use ID.me, as well as e-Services applications starting in summer 2022.

Online Tools for Tax Professionals

e-Services is a suite of web-based tools that allow tax professionals, reporting agents, mortgage industry, payers and others to complete transactions online with the IRS. All e-Services users must accept the User Agreement in order to access accounts.

Tax Pro Account, for online Power of Attorney (POA) and Tax Information Authorization (TIA) requests, is not part of e-Services.   

Tax Transcript Information

The IRS has changed the format and distribution policy for tax transcripts. Authorized tax practitioners can access the Transcript Delivery System or request certain client transcripts be sent to their e-Services secure mailbox, where they will be available for retrieval.  Reminder: If you view your transcript in your mailbox, it is only available for 3 days. Transcripts that haven’t been viewed are available for 30 days. Learn more about the new transcript policy.

Are you registered for Secure Access?

e-Services users can sign in to most IRS online services with an existing IRS username. New e-Services users can register by visiting the e-Services applications below and selecting “Create Account.” Please visit our FAQ page for e-Services and Secure Access.

e-Services Applications

Maintenance is scheduled every Sunday from 12 a.m. - 4 p.m. Eastern time. The system may be unavailable during this time.

Transcript Delivery System (TDS)

Use TDS to view client’s return and account information.

TIN Matching

Validate TIN and name combinations prior to submitting information returns. Bulk and interactive options available.

E-file Provider Services

Apply and participate in the e-filing of tax returns.

Application Program Interface (API)

Apply and participate in scripting requests for TDS, TINM and SOR.

Affordable Care Act (ACA) Services

Apply and participate in the e-filing of ACA Information returns.

State Agency Services

Participate in TDS and generate extract reports.