LINK YOUR CAF NUMBER TO YOUR TAX PRO ACCOUNT:

The IRS is setting the stage for taxpayers and tax professionals to gain seamless self-service options to access information and resolve issues. The Tax Pro Account provides tax professionals with a digital self-service portal that they can rely on to manage their authorization relationships with taxpayers and view the taxpayers' information.

In August 2023, the IRS allowed linking a Centralized Authorization File (CAF) number to your Profile to view and/or withdraw active Powers of Attorney (POAs) and Tax Information Authorizations (TIAs) the IRS has on file. When the tax professional withdraws an authorization, a notice will be sent to the taxpayer. In September 2023, the IRS began permitting tax professionals to view individual client's balance due for authorized tax periods of their authorized clients.

If you have not yet linked your CAF Number to your account, visit the Tax Pro Portal and add it to your account. A one-time registration is required that will have a PIN sent to the address associated with your CAF number, so approximately a one-two weeks’ time frame is needed to activate this feature.