Reporting agents (RAs), who are accepted IRS e-file participants, may access several of the IRS e-Services web-based products tailored to meet your client’s needs. The RA e-Services include: Transcript Delivery System (TDS) - enables you to request and view your client’s account transcripts online or have them delivered to your secure mailbox for subsequent retrieval. You can also upload a TDS bulk file request for transcripts that will also be delivered to your secure mailbox. You can login or register for e-Services if you meet the qualifications below. You must have a Form 8655, Reporting Agent Authorization PDF, on file with the IRS for the specific taxpayer, form, and tax period before requesting information on a client's account using TDS. Individual users must be employed by the reporting agent and be identified on the e-file application as a principal, principal consent, responsible official, or delegated user in order to receive requested information under the reporting agent’s taxpayer authorization. RA e-Services can be accessed by all reporting agent principals, principal consents, and responsible officials identified on the IRS e-file application who are registered e-Services users. Designated employees must be delegated the authority to access specific RA e-Services. This must be done through your IRS e-file application by a principal, principal consent, or responsible official of your company. You and/or your designated employees can begin the e-services registration process anytime. The registrant will need their adjusted gross income (AGI) from a tax return filed within the last two years along with other known personal information. Allow seven days to complete the registration process which includes a confirmation code sent to your home via U.S. mail. If you have additional questions regarding RA e-Services access, please see our FAQs or contact our e-Help Desk at 866-255-0654 (512-416-7750 for international calls.)
