E-SERVICES LOGIN CHANGES – MAY 17 DEADLINE:

If you continue to use the legacy system to log into e-Services, your access will cease to work on May 17, 2023. All e-Services users must transition to ID.me in order to access the e-Services functions.

New Sign-In Options Now Available

IRS now offers a sign-in option with ID.me, an IRS technology provider.

ID.me is an account created, maintained, and secured by a private technology provider.

Beginning May 17, 2023, the IRS will no longer support the use of existing IRS usernames to access e-Services. If you do not have an ID.me account, you must create a new account to access this service.

E-Services applications will prompt all users to accept the terms of agreement the first time signing in after July 24, 2022.

Online Tools for Tax Professionals

E-Services is a suite of web-based tools that allow tax professionals, reporting agents, mortgage industry, payers and others to complete transactions online with the IRS. All e-Services users must accept the User Agreement in order to access accounts.

For online Power of Attorney (POA) and Tax Information Authorization (TIA), use Tax Pro Account or submit Forms 2848 and 8821.

Tax Transcript Information

The IRS has changed the format and distribution policy for tax transcripts. Authorized tax practitioners can access the Transcript Delivery System or request certain client transcripts be sent to their e-Services secure mailbox, where they will be available for retrieval. Reminder: If you view your transcript in your mailbox, it is only available for 3 days. Transcripts that haven’t been viewed are available for 30 days. Learn more about the new transcript policy.

Note from the Editor: as I write this, I am waiting for the Service to come on the line as I could not complete the verification process online. I reached the page titled “Select Your Organization” and it errored out. This process can take awhile so prepare yourself.