TAX PRO ACCOUNT – 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

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 or 8821.