New in Tax Pro Account View taxpayer information and your active POAs and TIAs on the CAF. Withdraw in real time. To get started, sign in and link your CAF number in your profile. You can do more with Tax Pro Account: View all your active powers of attorney (POAs) and tax information authorizations (TIAs) Withdraw authorizations in real time View taxpayer information Send a POA or TIA request to an individual’s IRS online account Sign in to Tax Pro Account Need to use forms? Submit authorizations with Forms 2848 and 8821. Who can use this tool To use Tax Pro Account, you need to have: A Centralized Authorization File (CAF) number in good standing, assigned to you as an individual A CAF address in the 50 United States or the District of Columbia For POA requests: You also must have authority to practice before the IRS as an attorney, certified public accountant, enrolled agent, enrolled actuary or enrolled retirement plan agent. POA and TIA requests Check if this tool is right for your request. If you need other options, submit Forms 2848 or 8821 Individual taxpayers Tax Pro Account is for authorization requests to individuals. They must have both: An address in the 50 United States or the District of Columbia An ability to access an IRS online account Tax years and tax matters You can request authorizations for calendar year filers for periods from the last 20 years through the current year, plus 3 future years (except where noted) for: Form 1040 Income Tax Split Spousal Assessment or Form 8857 Innocent Spouse Relief Shared Responsibility Payment (2014 or later) Shared Responsibility Payment - Split Spousal Assessment (2014 or later) Civil Penalty (limited to periods of March, June, September and December) Prior authorizations revoked Prior authorizations on file for the same tax matters, tax periods and authorization types will be revoked. To retain a prior authorization, submit Form 2848 or 8821. Check the retention/revocation box and attach a copy of the authorization you want to retain. Hours of service Tax Pro Account is available: Monday 6 a.m. ET to Saturday 9 p.m. ET Sunday 10 a.m. to midnight ET (occasionally down for maintenance) Accessibility guide If you use a screen reader or magnifier or voice command software, refer to the Tax Pro Account Accessibility Guide. Help topics Taxpayer information Online Account access To approve an authorization request submitted through Tax Pro Account, the individual taxpayer must have access to an IRS online account. You can submit a request before the taxpayer creates an online account. Once the taxpayer creates an account and signs in, they can view your request in their Authorizations. Taxpayer address The taxpayer address you enter in Tax Pro Account must match our records. Have the taxpayer check their online account or a recent notice from the IRS to confirm the name and address we have on file. The address must be in a U.S. state or the District of Columbia. Use approved abbreviations, such as "St" for street and "Ave" for avenue. See Approved Abbreviations. If the taxpayer’s address has changed, ask them to notify us. CAF number If you don't have a CAF number To request authorizations with Tax Pro Account, you must have a CAF number. You can get a CAF number the first time you submit a third-party authorization with Forms 2848 or 8821. After we process the authorization, we’ll send you a letter with your assigned CAF number. You can then use the number to submit authorization requests with Tax Pro Account. If you’re a tax professional and can’t locate your CAF number, call the Practitioner Priority Service at 866-860-4259. An assistor can help you retrieve your CAF number once you verify your identity. CAF address The address you enter in Tax Pro Account must match what’s on the CAF file at the IRS. To update your CAF address, you can either: Sign and date a written notification of address change. Mail or fax it to the location where you filed the Form 2848 or Form 8821. Submit an authorization with Form 2848 or 8821. On the form, mark the checkbox and enter the new address, phone or fax number. Address information can't be updated in Tax Pro Account at this time. Linking your CAF number When you link your CAF number in Tax Pro Account, you associate it with your Tax Identification Number in the CAF database. Benefits: You can do more in Tax Pro Account when you link your CAF number: View all your active authorizations for individuals and businesses recorded on the CAF Withdraw in real-time from any active authorization If you choose not to link your CAF number, you can still request POA and TIA with Tax Pro Account. How it works: The CAF number must be assigned to you as an individual and only you can link it. If you have more than one CAF number, you may link them all. Linking your CAF number is a one-time process. Once your CAF number is linked, you can't unlink it. To link your CAF number, go to your Profile in Tax Pro Account, select Link a CAF number and follow the 2-step process. Using Tax Pro Account Viewing a taxpayer’s information The taxpayer information shown in Tax Pro Account is limited to the forms and tax periods approved under your authorization. Request status You can see your history of requests you submitted through Tax Pro Account. Your approved authorization request should display in Tax Pro Account immediately after the taxpayer signs your request. Tax Pro Account won't display a status if: The taxpayer rejected the authorization The taxpayer approved the authorization, but the processing failed For information on your request status before processing is complete, contact the taxpayer. Active authorizations Tax Pro Account lets you view all of your active authorizations on the CAF when you link your CAF number. This includes active POAs and TIAs from individuals and business entities submitted with forms and through Tax Pro Account. Withdraw authorizations You can withdraw an authorization in real time in Tax Pro Account. Once you withdraw, the authorization is immediately removed from the CAF database. Correcting authorizations If you need to correct an authorization that the taxpayer approved today, you can submit a new request. If the correction is for the same form and tax period, the taxpayer must wait a day to approve the request. If you need more options, submit Forms 2848 and 8821. Multiple representatives To request authorization for more than one representative for the same tax matters and periods: Each representative must sign in to their account to submit their own request. Only 2 representatives may receive copies of a taxpayer’s IRS notices and communications. The taxpayer must authorize all representatives on the same day. Tax Pro Account versus Submit Forms 2848 and 8821 Online Tax Pro Account doesn’t require forms and processes authorizations in real time. Submit Forms 2848 and 8821 Online lets you securely upload forms and processes authorizations on a first-in, first-out basis. Related Power of attorney and other authorizationsCentralized Authorization File (CAF) rulesPractice Before the IRS and Power of Attorney, Publication 947 Business tax account If you file with an EIN as a sole proprietor, view your information on file with a business tax account.
