Information For...

For you and your family
Standard mileage and other information

Forms and Instructions

Individual Tax Return
Instructions for Form 1040
Request for Taxpayer Identification Number (TIN) and Certification
Request for Transcript of Tax Return

 

Employee's Withholding Allowance Certificate
Employer's Quarterly Federal Tax Return
Employers engaged in a trade or business who pay compensation
Installment Agreement Request

Popular For Tax Pros

Amend/Fix Return
Apply for Power of Attorney
Apply for an ITIN
Rules Governing Practice before IRS

e-Services - Online Tools for Tax Professionals

e-Services is a suite of web-based tools that allow tax professionals, reporting agents, mortgage industry and payers to complete transactions online with the IRS. The tools include, e-file Application, Transcript Delivery System, Taxpayer Identification Number (TIN) Matching and more. These services are only available to approved IRS business partners as noted below and not to the public.


e-Services Hot Topics

e-Services only supports Internet Explorer version 8 up to version 11

Scheduled Maintenance: Routine maintenance is scheduled every Sunday from 12:00 a.m. to 7:00 a.m. Eastern Time.  The system may be unavailable during this time.

New Registration and Login Started Dec. 10, 2017: All e-Services users must re-register and create new accounts using a more rigorous two-factor authentication process called Secure Access. Register for your account by selecting the service you want to access. Please review Important Update about Your e-Services Account for details. If you previously registered in Get Transcript, online tax account, or Get an IP PIN, please use that password and your e-Services username. We recommend using the "Forgot Password" feature after one failed attempt. Please attempt to register online prior to contacting the e-Help Desk for exception processing.

Modify Profile and/or add IRS2Go App: To change your password, change your site image, change your site phrase, or add the IRS2Go security code, you can log into Get Transcript Online and select “Profile”. The IRS2Go app has a new “security” feature that will allow e-Services users to generate the second-factor security code to access accounts. See Secure Access: How to Register for Certain Online Self-Help Tools for more details on the IRS2Go app.

Registration Assistance: If you cannot register online via Secure Access or you are an existing e-Services user and need exception processing, call the e-Help desk at 1-888-841-4648 (select your language, then prompt 1 and remain on the line until an assistor picks up) 7:30 a.m. Eastern to 7 p.m. Eastern.

Subscribe to Quick Alerts: Stay informed about issues affecting e-Services and e-file. See Subscribe to Quick Alerts

Scam Alert: There are ongoing criminal campaigns to steal tax pro account passwords and client data. See our Protect Your Clients; Protect Yourself for the latest alerts.


e-Services Secure Object Repository (SOR) Secure Mailbox

The SOR is a secure environment to place and download results for TDS and TIN Matching.

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e-file Application

Use our online e-file Application to become an authorized e-file provider or view and update existing applications. Learn more about IRS e-file that’s required for most tax return preparers.

It is only through an approved e-file application that tax professionals, who are Electronic Return Originators (EROs), Circular 230 Practitioners, or Reporting Agents (RAs) , can gain access to the Transcript Delivery System. EROs must e-file five or more returns in a tax season to be eligible. Circular 230 Practitioners need only apply and be approved.

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e-file Transmission Services

There are two data communication channels between external clients and e-file transmission.

A2A This transmission method uses Automated Enrollment (AE) to enroll and maintain the A2A Client Application Systems. You must have an e-Services Username and Password and a completed e-file Application for an EFIN to use AE. Automated Enrollment (AE) Provides a user interface for enrolling and maintaining A2A Client Application Systems for the IRS A2A Channel. For more information see the Automated Enrollment User Guide  and how to Become an Authorized e-file Provider.

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IFA This transmission method allows users to login to e-Services and upload a file for transmission. You must have an e-Services Username and Password and a completed e-file Application and an EFIN. For more information see Publication 4164.

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Transcript Delivery System (TDS)

Use TDS to view your client’s return and account information quickly, in a secure, online session. EROs and Circular 230 practitioners are eligible to use TDS to request and receive Account Transcripts, Wage and Income documents, Tax Return transcripts, Record of Account and Verification of Non-Filing letters. We will only honor requests for these products when a properly executed Form 2848, Power of Attorney or Form 8821, Tax Information Authorization is already on file with us.

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Transcript Delivery System for Reporting Agents

For additional information go to News From RAF - IRS Online e-Services Available to Reporting Agents.

We will only honor requests for these products when a properly executed Form 8655, Reporting Agent Authorization is already on file with us.

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Transcript Delivery System for IVES

Income Verification Service (IVES) program is used by mortgage lenders and others within the financial community to confirm the income of a borrower during the processing of a loan application. More information is available at Income Verification Express Service

Go to the SOR link above to retrieve transcripts ordered through TDS.

Access the IVES Reports function:

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Modify your IVES Application:

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Taxpayer Identification Number (TIN) Matching

Use TIN Matching as a pre-filing service only offered to payers and/or their authorized agents who submit information returns. It enables validation of TIN and name combinations prior to submission of the information return. Interactive or Bulk options are available. Payers must be listed on the IRS Payer Account File (PAF) database to participate. Refer to Pub 2108A - On-Line Taxpayer Identification Number (TIN) Matching Program for complete information.

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To participate in TIN Matching as an authorized payer of income subject to backup withholding an application must be completed.  Click on the link below to apply for TIN Matching.

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Affordable Care Act (ACA) Application for Transmitter Control Code (TCC)

Use the ACA Application for the TCC to participate in electronic filing of ACA Information Returns (Forms 1094-B, 1095-B, 1094-C and 1095-C).

The online application allows participants to receive a TCC for three different roles: Transmitter, Software Developer and/or Issuer. The Responsible Officials and Contact listed on the application must complete the Secure Access Registration process before starting the application process. For more information on electronic filing of ACA Information returns, refer to the AIR Program.

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AIR Transmission Services

There are two data communication channels between external clients and the AIR system:

AIR ISS-A2A This transmission method uses Automated Enrollment (AE) to enroll and maintain the A2A Client Application Systems. You must have an e-Services Username and Password and a completed ACA Application for TCC to use AE. For more information see Automated Enrollment Guide for ACA Providers and ACA Information Center for Tax Professionals.

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AIR ISS-UI This transmission method allows users to login to e-Services and upload a file for transmission. You must have an e-Services Username and Password and a completed ACA Application for TCC to file. For more information see Publication 5165.

By selecting Go you will be redirected to the AIR Program page, so you can select the appropriate UI Channel (AATS or Production). 

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States

Approved State Agencies can access TDS to view taxpayers’ return and account information or generate State extract reports to review e-file participant data.

State TDS Application

Modify an existing TDS Application

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Transcript Delivery System (TDS) provides a self-service tool for the States to access transcript information for tax purposes.

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State EFIN Application

Modify an existing State EFIN Application.

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State Extracts provides a secure method to retrieve state extract files.

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Affordable Care Act (ACA) Form Acceptance (AFA) for filing Form 8963

Use the AFA Application to participate in electronic filing of ACA Information Report Form 8963, Report of Health Insurance Provider Information. If you haven’t registered with e-Services yet or submitted an ACA Provider e-File application, please click on the GO button under “e-file Application” above and create a new account and/or application. You need to complete both of these steps before you can file Form 8963 electronically.


The landing page describes the necessary preparation for accessing ACA Forms Acceptance (AFA) in order to upload Form 8963 and check submission status. For more information on ACA Provision 9010, the Health Insurance Provider Fee, refer to the Affordable Care Act Provision 9010 ---- Health Insurance Providers Fee home page.

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