Effectively Working With The IRS: Using IRS Transcripts And Current IRS Online Tools

  • 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | Duration: 120 Minutes
  • Credit: IRS Credits: 2.0 | NASBA Credits: 2.0| Product Code: WEB00444
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Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar

The IRS is pivoted to a digital first service strategy since 2022. To that end, the IRS is developing more and more digital tools. However, many taxpayers, and their tax pros, are not aware of the online options when working with the IRS. In this course, you will discover the many ways taxpayers and tax pros can work with the IRS online using the many tools offered by the IRS. Tax pros will be able to save time by adopting new IRS online features and effectively using IRS transcripts to answer client questions and solve common issues.

Tax firms can be proactive in using IRS tools and transcripts in resolving IRS issues. In this webinar, you will learn one strategy to help your firm be more proactive in obtaining IRS account information and addressing client IRS issues.

Learning Objectives:

  • Identify common reasons taxpayers and tax pros have to work with the IRS outside of filing a tax return
  • Identify the current and future scope of IRS online tools
  • Explain how to get access to IRS digital tools
  • Recognize how to use IRS digital tools effectively in helping your clients
  • Identify the future features of IRS digital tools
  • Recognize how to activate filing and recording Forms 2848 and 8821 online with the IRS
  • Identify practical uses for IRS transcripts

Session Highlights:

  • Working with the IRS
  • IRS Account Access: SADI
  • Taxpayer Online Tools
  • Third-party Authorizations
  • Tax Pro Online Tools
  • IRS Transcripts
  • Best Practices, Tips, and Common Uses for Transcripts
  • Real-time Access to Client IRS Transcripts

We identify the various Transaction Codes used in the IRS’s Individual and Business Master File systems, and how to read and interpret those codes. And we address the IRS’s very obscure “mirrored transcript” which is created in innocent spouse and bankruptcy cases. Finally, we address the use of transcripts in calculating critical tax bankruptcy discharge eligibility dates.

Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • NASBA Sponsor: 146439
  • IRS Course ID: PJGWS-T-00096-26-O
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
    • Case Studies and Live Q&A session with speaker
    • PowerPoint presentation for reference

Who Will Benefit:

  • CPA
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Attorneys
  • Other Tax Preparers
  • Finance professionals
  • Financial planners

Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Speaker Profile:
Daniel J. Pilla is a tax litigation consultant, premier proponent and advocate of taxpayer rights. For over three decades, Dan has been tremendously successful in his negotiations with the IRS. Regarded as one of the country’s premiere experts in IRS procedures, Dan provides people across the country with sound solutions to their tax-related problems. He has helped countless thousands of citizens solve personal and business tax problems they thought might never be solved. Furthermore, Dan’s proven techniques can effectively prevent IRS problems before they begin.
 
Dan is the author of over fourteen books, dozens of research reports and hundreds of articles. Dan’s work is regularly featured on radio and television as well as in major newspapers, leading magazines and trade publications nation-wide. His books have been recommended by prominent magazines and financial publications such as the Wall Street Journal, Money, Family Circle, Investor’s Business Daily. The Wall Street Journal ranked Dan's book, “The IRS Problem Solver”, as the number one tax book in America. Dan has written or contributed to major articles for Reader’s Digest, National Review, Reason, USA Today Magazine and others.
IRS Credits
NASBA Credits
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We are approved to provide CPE/CE credits to Tax Professionals

  • IRS
  • NASBA
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