E-Services and transcripts

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  • Black Bart
    Senior Member
    • Jun 2005
    • 3357

    #1

    E-Services and transcripts

    I understand from what I've read here that if you file a certain number of e-files, then you can get copies of clients' transcripts jiffy-quick. I filed about 100 returns electronically last year, so if that's enough to qualify me can somebody tell me how to go about signing up for the e-services and getting them?

    Thanks.
  • Brian EA
    Senior Member
    • Dec 2005
    • 786

    #2
    E-services on line

    Go to IRS.gov; Tax professional then to eservices on line.. you have to set up ID & password. Just follow the lines on the application

    thanks brian
    Everybody should pay his income tax with a smile. I tried it, but they wanted cash

    Comment

    • solomon
      Senior Member
      • Aug 2006
      • 1012

      #3
      Five

      Only five e-files required to use that service - has couple other features as well.

      Comment

      • John of PA
        Senior Member
        • Jul 2005
        • 1104

        #4
        Not Jiffy Quick

        I use this feature to get transcripts and file POA's online. IT's great, but painfully slow. The fastest I ever got a transcript was 35 minutes. Almost every time, the system kicks me off, then gives me a phone # to call, then I call and the IRS person (no wait on hold) takes me through it. This is obviously some sort of security procedure.

        Comment

        • brightonea
          Junior Member
          • Jan 2007
          • 5

          #5
          My experience has been entirely different. e-Services has worked very well for me and instantly for transcripts. POAs are a little more cumbersome.

          Comment

          • JoshinNC
            Senior Member
            • Feb 2006
            • 1180

            #6
            I LOVE E-services

            Getting a POA done on there might take 15 minutes, but getting the transcripts is instant. NO waiting, NO talking to IRS deadheads, NO problems. It's a great tool, must have been designed by an outside contractor, because the service could have never come up with something so user friendly!

            Comment

            • TaxBird
              Senior Member
              • Oct 2006
              • 204

              #7
              Beware of odd quirk

              Originally posted by solomon
              Only five e-files required to use that service - has couple other features as well.
              After I had filed ~ 20 returns (mostly business maybe 4 1040's), I checked to see if my status had flipped to allow me to use the other e-services (transcript, etc.). When it hadn't, I called and was informed that it's 5 1040's - the business returns didn't count.

              Thankfully, whomever it was that I spoke with on the phone overrode the system for me so that my business returns would count.

              Now I have access to all the e-services, and like another poster wrote, I get transcripts, etc instantaneously. Never really had problems after that.

              Comment

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