YOUR ACCOUNT AT IRS
IRS is making huge leaps in taxpayer accessibility! Your tax record isn’t a black box anymore.
The portal is highly secure, so please don’t get too frustrated trying to verify your identity. Remember that you want this to be hard to do – so someone else can’t get in as you!
I am hoping that all my clients will set up an account, which will enable you to:
Verify:
Your payment history and scheduled or pending payments
Key information from your most recent tax return
Copies of at least some notices from IRS
Economic Impact Payments
Advance Child Tax Credit payments
The total amount you owe, including balance details by year
Payment plan details, if you have one
And you can:
Make a payment online
See payment plan options and request a plan online
Get a transcript of your tax records – think how useful that sometimes is!
AND WHAT I’M MOST EXCITED ABOUT:
You will be able to approve an authorization request from me! Any of you who’ve given me a Power of Attorney in the past to represent you before IRS may have an idea how difficult they’ve made that process.
Both spouses in a married couple should establish accounts. Certain tasks require that – including opting out of Advance Child Tax Credits.
I’m hoping you’ll go to IRS.GOV and sign up now! Let me know when you’ve done it and I’ll put in a request to obtain copies of any notices sent to you or accept a Power of Attorney to represent you.
Thanks for helping me help you. Let’s head IRS notices off at the pass.