Tax pros: Save time with tax pro account - YouTube video text script

 

Tax professionals can save time by using Tax Pro Account. Tax Pro Account makes it easy to view your clients’ tax information, view and withdraw from active authorizations, and submit Powers of Attorney or Tax Information Authorizations – all in real time!

You can access Tax Pro Account from IRS.gov at irs.gov/taxproaccount. It’s a separate tool from e-Services and it’s different from Submit Forms 2848 and 8821 Online.

The main advantage of Tax Pro Account is that once your request for authorization is approved by the taxpayer, it’s processed in real time to the Centralized Authorization File, also called the CAF, in real-time. You don’t have to wait like when you submit forms online or send them by mail or fax.

Signing in is easy – use your ID.me account or create an account if this is your first time.

Once logged in, you’ll discover a range of features at your fingertips. Link your CAF number and view taxpayer information or view and withdraw from active authorizations. Even if you haven’t linked your CAF number yet, you can still request a new POA or TIA.

Check out Tax Pro Account at IRS.gov/taxproaccount.