1. Executive Summary What is available? Registration Services
Page 273
Executive Summary
What is available?
Registration Services
E-file Application
Transcript Delivery System (TDS)
Taxpayer Identification Number (TIN) Matching
IRS took DA and EAR offline on – The current security issues makes their return to e-services unlikely.
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2. Page 274
Executive Summary
TDS is likely to disappear and be replaced by a practitioner front end to Get Transcript
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3. Registration There is no restriction on who can be registered.
Page 275
Registration
There is no restriction on who can be registered.
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4. Registration Information Required Page 276 Chapter 12: E-Services

5. Page 276
Registration
Information Required
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6. Registration Additional Utilities Available in Registration
Page 277
Registration
Additional Utilities Available in Registration
Confirm Registration
Revise Registration
Change Password/PIN
Expired, Forgotten or Lost Passwords or PINs
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7. E-Services Available Programs
Page 277
E-Services Available Programs
To log into your PTIN account go to:
roelerich
password
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8. E-Services Available Programs
Page 277
E-Services Available Programs
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9. Online e-file Application
Page 278
Online e-file Application
E-file applications can be modified to online to reflect changes for all issues affecting:
Firm e-filing signups and affiliated EFINs
Firm name, addresses, responsible and authorized officials
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10. Online e-file Application
Page 279
Online e-file Application
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11. Online e-file Application
Page 279
Online e-file Application
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12. Termination of DA and EAR Services
Page 280
Termination of DA and EAR Services
The promise of a “new” DA system.
Initially late 2015 – Never met that goal project placed on hold.
Probably not ever going to happen under e-services umbrella.
What are they thinking?
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13. Transcript Delivery System (TDS)
Page 280
Transcript Delivery System (TDS)
Transcript Delivery System – available for both individual & business taxpayers
Account Transcript – Payments & Charges
Wage & Income Statement
Tax Return Transcript
Record of Account / Verification of non-filing
Chapter 12: E-Services
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14. Transcript Delivery System (TDS)
Page 283
Transcript Delivery System (TDS)
Account Transcript – Current Year, Three Prior Years AND any year with activity in the past three years
Record of Account - Current Year, Three Prior Years AND any year with activity in the past three years
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15. Transcript Delivery System (TDS)
Page
Transcript Delivery System (TDS)
Return Transcript - Current Year, Three Prior Years AND any year with activity in the past three years
Verification of Non-Filing
Wage & Income – These documents are available for ten years
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16. Transcript Delivery System (TDS)
Wage and Income Statements – available information
Form W-2
COMPLETE 1099 series
1098 series
Form 5498
Available for 10 years
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17. All things electronic when working with IRS
Page 288
Other Issues
E-Help Desk
All things electronic when working with IRS
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18. Other Issues The IRS Website The most visited web site in the world
Page 288
Other Issues
The IRS Website
The most visited web site in the world
The most hated web site in the world
Currently under redesign expect rollout in August of 2017
First area of focus will be the “For Tax Pros” page
Thankyou I Think
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