New TDS transcripts

[Strongsilence-CPA]

It appears that the website won't be an allowed method for obtaining transcripts.  If true, I'm raising my rates for the additional work and wait and hassle of calling.

From Today's IRS e-news:

Beginning April 8, 2024, tax professionals must call the Practitioner Priority Service (PPS) to request transcripts to be deposited into their Secure Object Repository (SOR). While PPS has been the primary avenue for these requests, other IRS toll-free lines will no longer offer the SOR as a delivery method.

Additionally, tax professionals need to pass the current required authentication and also verify their Short Identification (ID). The Short ID is a unique 8-10 alphanumeric code that is systemically assigned when an IRS account is established. This Short ID is visible when the tax professional logs in to their e-Services SOR. If the identity can’t be verified, transcripts will only be mailed to the address of record. PPS assistors cannot resolve issues with ID.Me identity proofing or the status of an ID.Me account.

[IRonMaN]

How often do you request transcripts?  I obtain them almost as often as I spot Bigfoot.

[sjrcpa]

This sucks.

We all know how easy (not) it is to get someone on the phone.

Logging in to eservices to pull transcripts was quick and easy.

FYI I didn't get my e-news yet Yes I did. Mixed in with a zillion other emails.

[Strongsilence-CPA]

I have clients with needs for assistance with payment plans.

[IRonMaN]

Evidently our clients need to go to different classes for client education.  Mine may have some issues with providing forms, but it's rare that they need assistance with payment plans 😀

[sjrcpa]

I mostly pull wage and income transcripts for delinquent filers and for elderly clients who can't find stuff

[IRonMaN]

I've been lucky so far.  I have my share of elderly clients but I have always found a family member or friend that could to do some digging when I have come across those situations.😰

[PATAX]

One thing after another. In the future will they require a power of attorney, multi-factor Authentication, fingerprinting, and a DNA sample just to prepare tax return?