Tax Technology Resource Center

Tax Technology Resource Center

In today’s forward-thinking tax practices and corporate tax departments, technology is no longer just a tool to complete a return. Technology is your way to work smarter, decrease the risk of error and focus more on long-term tax strategies to add value to your organization.

The AICPA Tax Section is your go-to resource for the information and tools you need to embrace technology trends and the exciting progression of our tax profession.

For many tax professionals, tax preparation software is their single most important technology tool. Return preparers depend on their software to apply the complex rules of federal and state tax laws accurately. To help tax practitioners find the best software solution for their firm’s size, client complexity and budget, The Tax Adviser and Journal of Accountancy releases an annual survey of preparers’ ratings, likes and dislikes of their tax preparation software.

Favorites by firm size
TSS overall ratings

The IRS has a suite of online tools to help practitioners and their clients comply with tax filings and payments.

Tool Description
E-Services for Tax Professionals Perform certain transactions online, such as requesting and receiving client transcripts. See the AICPA’s Tax Section e-Services guidance to help you utilize this IRS tool.
Preparer Tax Identification Number (PTIN) Request or renew a PTIN online. A PTIN is required if you prepare or help prepare any federal return for compensation.
Modernized e-File (MeF) Program Information MeF is a web-based system that allows electronic filing of corporate, individual, partnership, exempt organization and excise tax returns through the Internet. See the IRS’s guidance on e-signatures to help with e-filing. 
Online Payment Agreement Use this tool to apply for certain types of payment agreements with the IRS. See the AICPA’s Tax Section Online Payment Agreement guidance to help you utilize this tool. 
Offer-in-Compromise (OIC) Pre-Qualifier See if a client may be eligible for an OIC. An OIC is an agreement between a taxpayer and the IRS to settle a taxpayer’s debt for less than the full amount owed.
Direct Pay Help a client pay their tax bill directly from a checking or savings account or through the IRS2Go mobile application. 
Where’s My Amended Return Track the status of an amended return. 
Where’s My Refund Check on the status of a refund.
View Tax Account Get a payoff amount, the balance for each tax year for which a client owes, and up 18 months of payment history.

Cybercriminals are familiar with tax offices and tax software and know that tax professionals have a plethora of client data – data that these thieves want to use to commit financial and tax-related crimes. As a tax professional, you have a very important job to safeguard your clients’ data. Laws and professional responsibilities bind you to a high standard of quality control to be certain data is kept safe.

Running a tax and advisory services practice can be difficult. With the proper use of technology, your firm can run more efficiently, and you can serve your clients better than ever before.

In this webcast, learn the best ways to use technology to provide better tax and advisory services to your clients.

As tax professionals, we understand the quickening pace of technological, legislative and demographic changes because we see it affecting each step of our professional lives. Over time, we’ve reinvented the tax profession and evolved into what our clients need most. New technologies are helping us transform tax from a center of compliance into a driver of strategic value.

Reviewed May 26, 2020