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How do I get my new client to fill out a 4506? Is this electronically through Proconnect? Then, once I receive the form, how do I actually do this from the IRS?

userllembo
Level 1
 
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George4Tacks
Level 15

This is NOT done through the tax software.

https://www.irs.gov/individuals/transcript-types-and-ways-to-order-them#:~:text=If%20you're%20unable....

You can send them this link https://www.irs.gov/pub/irs-pdf/f4506.pdf

Have them complete the form and mail to the address on the back of the form. 

 


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