IRS integration (Advanced): Connect, disconnect
Set up the direct IRS integration to securely access client tax returns and account information in a few clicks. Here, we will tell you how to connect your TaxDome portal to the IRS and how to manage connections.
Covered here:
Before you start
- Go to Settings > Integrations, open the IRS tab, and ensure the Connect to the IRS toggle is turned on.
- Make sure you have an IRS e-Services account and that you meet the IRS requirements for requesting transcripts. For details on TDS, go to the IRS website.
- To request transcripts for a certain client, you will also need a Centralized Authorization File (CAF) number, and you must have authorization through Form 2848, Power of Attorney or Form 8821, Tax Information Authorization.
Attention:
- The IRS has updated its integration requirements and now demands more frequent logins.
- The session will only last for one hour, after that, you’ll need to re-authenticate.
- Every firm employee has to have their login credentials, instead of one login for the whole firm.
Connecting to the IRS
IRS connection is set up for each client account individually. Follow these steps:
1. Go to the Docs tab of a client account and select the IRS subtab. Once you click Connect to IRS, you will be redirected to the IRS website to complete your integration there.
2. If you are not signed in, on the IRS page, click the green Sign in button, then enter your IRS credentials and click Sign in with ID.me.
3. Select how you want to receive the authentication code and click Continue. Next, enter your code and click Continue again.
4. On the Select Organization page, choose the organization you use for access and click Select to the left of its name.
5. When logging in for the first time, you will need to Grant Access on the ISP Authorization page.
6. When the integration is established, you will be redirected back to TaxDome. At this point:
- The one-hour session begins. In each client account, you will see a Request transcripts button. Click it to request IRS transcripts.
- The IRS login timer is visible next to the Request transcripts button above the table at all times and will indicate how much time is remaining in this 60-minute session.
- Once your session ends, you will see a Sign in to the IRS button that replaces the timer. To request transcripts once again, please authenticate once more.
