Practical Uses of IRS Online Tools and Transcripts

2 IRS CE/CTEC/NASBA CPE*

This course provides tax professionals with a practical overview of the IRS’s expanding suite of digital tools and how to leverage them effectively in client service.
Participants will gain a clear understanding of both the current capabilities and future direction of IRS online platforms, along with guidance on obtaining and managing access.
The course covers how to use these tools to streamline client support, including activating and submitting Forms 2848 and 8821 electronically, and navigating situations that require direct interaction with the IRS beyond standard tax filing.
Attendees will also explore the strategic use of IRS transcripts and learn how to establish proactive client account access to resolve issues more efficiently and improve overall service delivery.

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*Self-Study recording not available for NASBA CPE credit.

IRS Program #: 7Q3WU-T-
CTEC Course #: 6248-CE-