Use Tax Pro Account

To complete a Tax Pro Account authorization request, the individual taxpayer must have access to an IRS online account. Pending authorization requests will appear on the taxpayer's Authorizations tab in the online account display.

You can still submit an authorization request using Tax Pro Account even if the taxpayer doesn't yet have access to an online account. Once the taxpayer has registered for online account access and logged in, they will see the request on the Authorizations tab.

Generally, your approved authorization request should display in Tax Pro Account within 2 business days after the taxpayer signed and authorized your request.

Tax Pro Account shows the historical status of requests you submit through the tool. 

Tax Pro Account won't display a status if:

• ​​​​The taxpayer approved the authorization, but we haven't processed it yet
• The taxpayer approved the authorization, but the processing failed
• The taxpayer rejected the authorization
• The taxpayer revokes or the tax professional withdraws the authorization

For information on your request status before processing is complete, contact the taxpayer.

At this time, only authorizations submitted through Tax Pro Account are displayed in the taxpayer's IRS online account and in Tax Pro Account.

The address you enter in Tax Pro Account must match what’s on the CAF file at the IRS.

To update your CAF address, sign and date a written notification of address change. Mail or fax it to the location where you filed the Power of Attorney or Tax Information Authorization.

The taxpayer address you enter in Tax Pro Account must match our records. You can check a recent notice from the IRS to see 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. See How to Notify the IRS Your Address Changed.

Tax Pro Account can be used to request authorization for more than one representative for the same tax matters and periods:

• Each representative must log in with 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.

If you request authorizations for overlapping tax periods and tax matters, the subsequent overlapping requests will not process if the taxpayer approves them on the same day. To ensure proper processing, you can review and manage your authorization requests in Tax Pro Account. 

You may request authorizations for tax years and periods from 2000 through the current year, plus 3 future years (calendar year only, not fiscal year) for these tax matters (exceptions noted):

• 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 (periods ending March 31, 2000 through the current year, plus 3 future years ending Dec. 31.)

To request authorization for other tax years, matters or fiscal-year filers, submit Forms 2848 or 8821.

At this time, you must have a CAF number to request authorizations with Tax Pro Account. If you don’t have a CAF number, submit Form 2848, Power of Attorney and Declaration of Representative or Form 8821, Tax Information Authorization. 

Unlike Submit Forms 2848 and 8821 Online, Tax Pro Account is all-digital and doesn't require the filing of any forms. In addition, Tax Pro Account will process your request within two business days after the taxpayer approves your request.