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

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

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

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

5. 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

6. 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

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

8. 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

9. 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

10. 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

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

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

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

14. 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

15. 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

16. 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.

17. Need Help?
Call
IRS e-help desk

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