e-Services for Reporting Agents Shelley Dockstader Sr. Tax Analyst John Myett National Account Manger

You Will Learn What is e-Services How to get started What products are available

What is e-Services? Web based customer service Used in lieu of phone calls and paper correspondence Available 24/7

How to Get Started Complete e-file application Become an authorized e-file provider Submit Forms 8655 Register additional users

Registration Process Employees must register Responsible officials must associate the employees with the RA application and Delegate the e-Service products to the employees appropriate to their responsibilities

Registration Access registration on irs.gov Go to the Tax Professional page Click on e-Services Click on Registration Services Enter the required personal data Includes Adjusted Gross Income as reported on current or prior year 1040

Registration Continued Receive confirmation letter at home address within 10 days Log into e-Services within 28 days to confirm

User Association & Delegation Principal and responsible officials can delegate authority Associate Click the Delegated Users link on e-file application homepage Input the delegate’s information Authorize Click on the Delegate Authorities link to delegate individual products

System Administration Each company is required to maintain their users and authorizations Delegates can be added or deleted It is your responsibility, not the IRS, to maintain these users and remove their authorization when no longer warranted

Products Available to RA’s Transcript Delivery System (TDS) Electronic Account Resolution (EAR) TDS Management Information Systems Report (MIS) Access Taxpayer ID Number (TIN) Matching

Transcript Delivery Services (TDS) Provides account transcripts User can select delivery method Online Secure mailbox

Electronic Account Resolution (EAR) Submit account related inquiries Obtain tracking number for each inquiry Receive e-mail notification when response available. Access e-services secure mailbox

EAR Inquiry Types Penalty/Information Computation Misapplied Payment/Credit Transfers General

Transcript Delivery System (TDS)MIS Report Access Accessible by Reporting Agent Principals Responsible Officials and Delegates having Principal Consent Report identifies each TDS request by User name Date/time Transaction ID and Taxpayer ID

TIN Matching Pre-filing service for payers of income subject to back-up withholding 1099B, INT, DIV, OID, PATR, and MISC Payers must be listed in IRS Payer Account File (PAF) database Complete TIN Matching Application Must have filed information returns in one of the past two tax years Response will be a pass/fail

TIN Matching Continued Interactive TIN Matching Match up to 25 payee TIN and name combinations against IRS records Receive results in seconds Bulk TIN Matching May download .txt files composed of up to 100,000 name/TIN combinations to match against IRS records Receive a response within 24 hrs.

Need Help? Call 866-255-0654 IRS e-help desk

Questions? Shelley Dockstader, Shelley.M.Dockstader@irs.gov Sr. Tax Analyst SBSE - CLD Payroll & Practitioner Stakeholder Liaison John Myett, John.Myett@irs.gov National Account Manger – Electronic Tax Administration