IRS online tools guidance
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IRS online tools guidance

9 months ago · 2 min read

The IRS has a suite of online tools to help practitioners and their clients comply with tax filings and payments. Below are important tools that many tax practitioners use regularly to help their clients with IRS matters.

Tools for practitioners

  • E-Services for Tax Professionals: Perform certain transactions online, such as requesting and receiving client transcripts via the Transcript Delivery System.

  • Modernized e-File (MeF) Program Information: MeF is a web-based system that allows electronic filing of corporate, individual, partnership, exempt and excise tax returns through the Internet.

  • 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.

  • Tax Calendar: Track important business tax dates and deadlines right from your desktop. View due dates and actions for each month. You can see all events or filter them by monthly depositor, semiweekly depositor, excise or general event types.

  • Tax Exempt Organization Search (formerly Select Check): Search for a charity or non-profit organization and find out if it’s eligible to receive tax-deductible contributions.

Tools for taxpayers (practitioners often help clients use these tools)

  • Direct Pay: Pay a tax bill directly from a checking or savings account or through the IRS2Go mobile application.

  • Get My Payment: Confirm if, and how, the IRS sent a payment (e.g., economic impact payment).

  • Offer-in-Compromise (OIC) Pre-Qualifier: See if a taxpayer is 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.

  • Online Payment Agreement: Use this tool to apply for certain types of payment agreements with the IRS, such as an installment agreement/monthly payment plan.

  • View Your Account Information: Securely access individual account information, including balance details by year, payment history and key information from the most recent tax return.

  • Where’s My Amended Return: Track the status of an amended return.

  • Where’s My Refund: Check on the status of a refund.

See a full list of IRS online tools and consider subscribing to IRS e-news to receive important IRS news and updates sent directly to your email account.

Related AICPA tools and resources

  • How to use the IRS Online Payment Agreement Tool: Gain insights on how to effectively use the Online Payment Agreement to help clients apply for a payment plan.

  • IRS Payment Agreements Guide: This guide provides high-level guidance on the various types of IRS payment agreements, such as the different types of installment agreements and an offer in compromise.

  • Using IRS e-Services: Learn about the IRS’s e-Services web-based tools, such as the Transcript Delivery System, to effectively perform various IRS client services online.

  • Transcript Delivery System Quick Reference Chart: Recognize how to obtain and effectively use transcript data and gather practical tips for how to, and who can, use the Transcript Delivery System.

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