From the IRS: Transcript Delivery Service Authorization Change

| ,

Submitted by the IRS

As part of the IRS’ effort to continue combatting identity theft and protecting taxpayers’ personal information, we’re making changes that will impact how tax professionals receive transcripts.

Beginning April 8, 2024, tax professionals must call the Practitioner Priority Service (PPS) to request transcripts to be deposited into their Secure Object Repository (SOR). While PPS has been the primary avenue for these requests, other IRS toll-free lines will no longer offer the SOR as a delivery method.

Additionally, tax professionals need to pass the current required authentication and also verify their Short Identification (ID). The Short ID is a unique 8-10 alphanumeric code that is systemically assigned when an IRS account is established. This Short ID is visible when the tax professional logs in to their e-Services SOR. If the identity can’t be verified, transcripts will only be mailed to the address of record. PPS assistors cannot resolve issues with ID.Me identity proofing or the status of an ID.Me account.

Genuine Learning Blog: Proposed Ethics Changes for SSAE Engagements

The AICPA's PEEC has proposed targeted changes to the independence rules for SSAE engagements. By updating terminology ...
READ MORE

Volunteer Opportunity – Volunteer Treasurer Needed for Lowcountry Nonprofit!

The Lowcountry Chapter of the Association of Fundraising Professionals is seeking a detail-oriented volunteer to serve as treasurer. This critical leadership role oversees the chapter’s finances, maintains accurate records, assists with budgeting, ensures timely deposits and filings, and helps process event income.
READ MORE

ERC Enforcement Under the One Big Beautiful Act – Third Time’s the Charm?

Prose by Tax Pros Author: Hale Sheppard, partner at Eversheds Sutherland This article was published in Tax Analysts. Given the long list of enforcement tools already available to IRS, savvy ...
READ MORE