Currently, the following products are available:

Registration
All tax professionals who wish to use e-services products must register on-line as individuals to create an electronic account. The registration process is a one time automated process where the user selects a username, password and PIN. An on screen acknowledgment confirms that you’ve successfully completed the initial registration process.

Preparer Tax Identification Number (PTIN) Application
A paid tax professional may choose to use a PTIN, instead of his or her SSN, on returns that are prepared for clients. The PTIN application enables a preparer to apply for and receive online a PTIN or look up a forgotten PTIN. An actual PTIN card can be sent to you if requested.

Online e-file Application
A new e-file Application process combines the now obsolete Form 9041, Application for Electronic/Magnetic Media Filing of Business and Employee Plan Returns, and Form 8633, Application to Participate in the IRS e-file Program, into an integrated application available both online and via paper, using the new Form 8633. The online e-file application allows the application to be saved in progress and an acknowledgement of completion sent via email. Applications can be maintained and updated electronically and a new delegation of authority feature allows principals or responsible officials of the firm/organization to delegate e-services to their employees.

Taxpayer Identification Number (TIN) Matching
TIN Matching is a pre-filing service offered to payers and/or authorized agents who submit any of six information returns subject to backup withholding (Forms 1099-B, INT, DIV, OID, PATR, and MISC). With Interactive TIN Matching authorized payers can match up to 25 payee TIN and name combinations against IRS records prior to submitting an information return. Bulk TIN Matching allows payers and/or authorized agents filing any of the six information returns to match up to 100,000 TIN and name combinations. In order to participate in TIN Matching, payers must be listed in the IRS Payer Account File (PAF) database. If your firm has not filed information returns with the IRS in one of the past two tax years, the application will not be available to you at this time.

Tax Professionals who are active participants in the IRS e-file program and e-file 100 or more accepted individual income tax returns in a season are eligible to use the following new e-services:

Disclosure Authorization
Eligible tax professionals may complete authorization forms, view and modify existing forms, and receive acknowledgement of accepted submissions immediately--all online. Disclosure Authorization allows tax professionals to electronically submit Form 2848, Power of Attorney and Declaration of Representative, and Form 8821, Tax Information Authorization. This e-service expedites processing and issues a real-time acknowledgment of accepted submissions.

Electronic Account Resolution
Electronic Account Resolution allows tax professionals to expedite closure on clients’ account problems by electronically sending/receiving account related inquiries. Tax professionals may inquire about individual or business account problems, refunds, installment agreements, missing payments or notices. Tax professionals must have a power of attorney on file before accessing a client’s account. The IRS response is delivered to an electronic secure mailbox within 3 business days.

Transcript Delivery System
Eligible tax professionals may use Transcript Delivery System to request and receive account transcripts, wage and income documents, tax return transcripts, and verification of non-filing letters. A new product (the Record of Account) combines both the Return Transcript and Account Transcript in one product. Tax Professionals can request the products for both individual and business taxpayers. Use the TDS application to resolve your clients' need for return and account information quickly, in a secure, online session. Tax professionals must have a Power of Attorney authorization on file with the IRS before accessing a client's account (or use Disclosure Authorization to file an authorization on a new client and obtain TDS information immediately).