Request Power of Attorney (POA) Or Tax Information Authorization (TIA) Online With Tax Pro Account(IRC §7527A)
The IRS announced the opening of the Tax Pro Account on Monday. “The ability for taxpayers to connect online with their tax professional is a groundbreaking step for the IRS,” said IRS Commissioner Chuck Rettig in a statement. “This is the first, basic step toward a more fully integrated digital tax system that will benefit taxpayers, tax professionals and the IRS.”
The IRS also said Monday that it is adding more features to the online taxpayer accounts that it has been providing to taxpayers. Taxpayers can now view the amount they owe, updated for the current calendar day; their balance details by year; their payment history and any scheduled or pending payments; key information from their most recent tax return; payment plan details; digital copies of select notices from the IRS; their Economic Impact Payments, if any; and their address on file with the IRS. Taxpayers have already been able to use the accounts to make a payment online; see payment plan options and request a plan via Online Payment Agreement; and access their tax records via the Get Transcript app.
For a Tax Information Authorization or Power of Attorney request, practitioners will need to have a Centralized Authorization File number in good standing that is assigned to them as an individual, as well as a CAF address within the 50 states or the District of Columbia. For a Power of Attorney request they also need to have authority to practice before the IRS as an attorney, CPA, enrolled agent, enrolled actuary, or enrolled retirement plan agent; or license to practice in the 50 states or D.C. as an attorney or CPA.
Tax pros can request authorizations for tax years and periods from 2000 through the current year, plus three future calendar years for tax matters, according to the IRS, including Form 1040 income taxes, split spousal assessment or Form 8857 Innocent Spouse Relief, shared responsibility payment (2014 or later), shared responsibility payment for split spousal assessment (2014 or later), civil penalty (periods ending March 31, 2000 through the current year, plus three future years ending December 31.)
How it Works
Tax Pro Account lets you submit an authorization request to an individual taxpayer’s IRS online account.
- Submit request in 15 minutes or less
- Taxpayer electronically signs
- Real-time processing
Use your Secure Access account to log in. Don’t have an account? Click the log in button to sign up.
Need to use forms? Submit authorizations with Forms 2848 and 8821.
Hours of Service
Tax Pro Account is available:
- Monday 6 a.m. ET to Saturday 9 p.m. ET
- Sunday 10 a.m. to midnight ET (Occasionally down for additional hours for maintenance)
Who Can Use This Service
To use Tax Pro Account, you must have:
- For Tax Information Authorization:
- A Centralized Authorization File (CAF) number in good standing assigned to you as an individual
- A CAF address in the 50 United States or the District of Columbia
- For Power of Attorney:
- A Centralized Authorization File (CAF) number in good standing assigned to you as an individual
- A CAF address in the 50 United States or the District of Columbia
- Authority to practice before the IRS as an attorney, certified public accountant, enrolled agent, enrolled actuary or enrolled retirement plan agent
- License to practice in the 50 United States or the District of Columbia as an attorney or certified public accountant
Before You Start
Make sure this service is right for your request.
- Individual taxpayer must have:
- Address in the 50 United States or the District of Columbia
- Ability to access IRS online account
- Tax matters can be authorized from year 2000 and forward, plus 3 future years (calendar year only, not fiscal year):
- Form 1040 Income Tax
- Split Spousal Assessment or Form 8857 Innocent Spouse Relief
- Shared Responsibility Payment
- Shared Responsibility Payment - Split Spousal Assessment
- Civil Penalty (limited to periods of March, June, September and December)
- Submitting with Tax Pro Account will revoke any prior authorization(s) on file with the IRS for the same tax matters, tax periods and authorization types. If you wish to keep other authorizations intact, you must submit a Form 2848 or 8821 by fax, mail or online.
- To request authorization for multiple representatives:
- Each representative must log in with their account
- Only 2 representatives may receive copies of a taxpayer’s IRS notices and communications
- The taxpayer must authorize all representatives on the same day
- If you request authorizations for overlapping tax periods and tax matters, the subsequent overlapping requests will not process if the taxpayer approves them on the same day.
Need more options? Submit authorizations with Forms 2848 and 8821.
