Getting Started Using IVES

 

Once the IVES application and registration process are complete, your company is ready to begin taking advantage of the electronic delivery service offered under the IVES program.

Step 1: On Line 5a (designation of a third party to whom the transcript is to be delivered) insert your company's name, address, facsimile number, and the delegate's user-ID for secure mailbox delivery. NOTE: Line 5a must be completed prior to a taxpayer providing consent and signing the Form. Any loan or order number that you wish to appear in the subject line of your mail delivery should be written on the top right-hand corner of the Form 4506-C, 4506-T or Form 4506T-EZ.  NOTE: You may only place one alpha-numeric number in the upper right-hand corner. This number can’t be more than 10 characters long and must not contain any part of a taxpayer identification number (SSN or EIN). The taxpayer must only sign and date once the Form 4506-C, 4506-T or Form 4506T-EZ is completely filled out, which would include Line 5a information.

Step 2: Fax the completed Form 4506-T or Form 4506T-EZ to your assigned RAIVS unit.

Austin RAIVS Team
Stop 6716 AUSC
Austin, TX 73301
Fax 877-477-9603

Fresno RAIVS Team
Stop 38101
Fresno, CA 93888
Fax 855-817-7023

Kansas City RAIVS Team
Stop 6705 S-2
Kansas City, MO 64999
Fax 877-477-9601

Ogden RAIVS Team
P.O. Box 9941
Mail Stop 6734
Ogden, UT 84409
Fax 877-477-0580

All faxes must be covered by a general fax cover sheet. IVES batches must be limited to 50 tax periods and have an additional IVES cover sheet for each batch. Effective March 1, 2020, IVES participants must use one of the following IVES fax coversheets for batching requests: Qualified or Non-Qualified Disclosures. Please contact us if a coversheet is needed at: wi.ives.participant.assistance@irs.gov.

The batch sheets should include:

  • The name of the IVES company
  • Company address
  • Company telephone number, and
  • Company fax number

Also, ensure the following identifying information is present on the cover sheet for each Form 4506-C, Form 4506-T or Form 4506T-EZ submitted:

  • Taxpayer's name
  • Taxpayer identification number
  • Tax year(s) requested, and
  • Tax form number.

Requests submitted without a cover sheet, or an incomplete cover sheet may cause delays in processing.

Per the Taxpayer First Act, a "qualified disclosure" means a disclosure under section 6103(c) of the Internal Revenue Code of 1986 of returns or return information by the IRS to a person seeking to verify the income or creditworthiness of a taxpayer who is a borrower in the process of a loan application. For any transcript request outside the definition of a qualified disclosure, please use the non-qualified disclosure batch cover sheet.

NOTE: The IRS will only accept Forms 4506-C, 4506-T or Forms 4506T-EZ that have a revision date of September 2018 or March 2019. In addition, the Signature Attestation Box above the Signature Line must be checked. If this box is not checked, then the IRS will not be able to process your request.

Additional Resources

Income Verification Express Service