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 5 (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.  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-T or Form 4506T-EZ.  The taxpayer should only sign and date once the Form 4506-T or Form 4506T-EZ is completely filled out which would include line 5 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 should be limited to 50 tax periods and have an additional IVES cover sheet for each batch. A template for an IVES cover sheet is available. Include on the batch sheet, the name of the IVES company, its address, telephone number, and fax number. Also, ensure the following identifying information is present on the cover sheet for each Form 4506-T or Form 4506T-EZ submitted: the 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.

NOTE: Effective March 1, 2018, the IRS will not accept Forms 4506-T or Forms 4506T-EZ that do not have a revision date of July 2017. In addition, the Signature Attestation Box above the Signature Line must be checked. If this box is not checked the IRS will not be able to process your request.

The main IRS.gov IVES site