Anika Pompey: So I do see that it is the top of the hour. For those of you just joining us, welcome to today's webinar Digital Day by IRS' Online Services. So we are glad you're joining us today. My name is Anika Pompey, and I am a Senior Stakeholder Liaison with the Internal Revenue Service. And I will be your moderator for today's webinar, which is slated for 120 minutes. So and I just want to add that I know that there was music playing in my earlier announcements. You all will receive copies of the slides. So, but before we begin, if there's anyone in the audience that is with the media, please send an email to the address on the slide. Be sure to include in your contact information the news publication you're with, and our Media Relations and Stakeholder Liaison staff will assist you with answering any questions that you may have. So as a reminder, this webinar will be recorded and posted to the IRS video portal in a few weeks.

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Okay, so we're going to stop polling now and let's see how the majority of you have responded.

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Again, I want to welcome you all. We're glad that you joined us today for our webinar. And before we move along with our session, let me make sure you're in the right place. Today's webinar is Digital Day by IRS' Online Services. This webinar is scheduled for approximately 120 minutes, and we want everyone to know that no personal taxpayer data was used for this presentation. And all data shown is an example of what taxpayers and tax professionals may see. Now, let me introduce today's speakers. First we have Nadia Bazarov. She is the Product Manager for Tax Pro Account.

Prior to joining the IRS Office of Online Services in 2013, she held several senior executive positions in the private sector, working for Fortune 500 in global telecommunications and technology companies, where she led product strategy and development. Nadia loves dancing, skiing, and water sports, and spending time with friends and family. Next, we have Adheet Gaddamanugu. Adheet joined the IRS Office of Online Services in 2020 and is the lead Product Manager for Online Accounts. Prior to joining the IRS, Adheet worked for consulting and education firms and managed the delivery and operation of web applications and services. Adheet coaches soccer for young kids and he's currently the coach for his son's team. And then lastly, we have Nicol Collins. Nicol has been with the IRS Office of Online Services since 2015 and is currently the lead Product Manager for Digital Product Outreach. Nicol loves to travel with the IRS to various outreach events to share the latest in IRS Digital Products both with taxpayers and tax professionals. Nicol spends her time at home hiking with her German Shepherd Cody and she and enjoying time with her family. So I'm going to go ahead and turn it over to Nadia to begin the presentation. Nadia, the floor is yours. Nadia Bazarov: Thank you, Anika, and hello everyone. Our agenda today will cover two topics. First, we'll provide you with an overview of the Tax Pro Account, which launched in July of 2021. Then we'll give you an overview of the taxpayers IRS Online Account. As Anika stated, no personal taxpayer data was used for this presentation. All data shown is just an example of what taxpayers and tax professionals may see. Let's get started with Tax Pro Account presentation. We know the Centralized Authorization File has been a challenge for taxpayers and tax professionals alike. We've had the mail and fax options for years, which is an all paper operation. In 2021, we expanded the option of using electronic signatures to give third-parties the option to submit a Form 2848 Power of Attorney or Form 8821 Tax Information Authorization as a document upload on IRS.gov. And then, in summer of 2021, we took an even bigger step to expand authorization services to the taxpayer and their tax professional through the launch of the Tax Pro Account. In July of 2021, the IRS added an additional feature to taxpayers' IRS Online Account that allows taxpayers to approve or reject third-party authorization request, POAs and TIAs, initiated through Tax Pro Account and sign those requests with a checkbox. The IRS also deployed the Tax Pro Account with the initial feature of initiating either a POA or TIA. The first online authorization process benefiting taxpayers and tax professionals. The Tax Pro Account allows tax professionals to initiate POAs and TIAs and sign if needed, by checking a box. This all digital platform is secured by a rigorous identity proofing process. If requests are submitted accurately, they post immediately to the CAF database, avoiding long waits for review and processing for Forms 2848 and 8821, thus improving service for taxpayers. The IRS plans to continue to build on this release of Tax Pro Account, to improve its features for our authorization requests, and to add functionality as our resources allow. We know that some users experienced difficulty going through the secure access registration process. And we are happy to say that updates were made in November of 2021 to increase the success rates for identity verification. A new IRS sign in process uses a private technology provider named ID.me to verify identities. ID.me provides many different methods for taxpayers and tax professionals to verify their identities. This means that more taxpayers and tax professionals will be able to access our online services. Other federal agencies and states also use ID.me, including SSA and Veterans Affairs. A user who verifies their identity once with ID.me can use that same digital identity to access service from multiple participating federal and state agencies. The lending page for the Tax Pro Account is located on the Tax Pro page on IRS.gov. You can access it by clicking the button use Tax Pro Account at the top of this page or from Serve Your Clients section. As you can see from this web page, Tax Pro Account is not part of e-Services. It is a separate online tool for tax professionals. I also want to point out that Tax Pro Account is different from Submit Forms 2848 and 8821 Online. You can compare these two options on IRS.gov. But the main advantage of Tax Pro Account is once your request for authorization is approved by the taxpayer, it is processed to CAF database in real time. You don't have to wait, as you would if you submit Forms 2848 and 8821 online or send the forms by mail or fax. The Tax Pro Account Homepage provides information regarding the Tax Pro Account that includes how it works? Who can use this service? Important things to know before you start, and the list of help topics to assist you in understanding and using this platform. Before we get started on requesting an authorization, let's have our first polling question. Anika Pompey: All right, Nadia, that works for me. So, audience, I hope you're ready. Here's our first polling question. To register for a Tax Pro Account, you will need? A, an email address; B, a Social Security number, or ITIN; C, a device with a camera; or D, all of the above. I'll read that one more time. To register for a Tax Pro Account, you will need? A, an email address; B, a Social Security number, or ITIN; C, a device with a camera; or D, all of the above. So let's take a moment and click the radio button that best answers the question. I'm going to give you a few more seconds. Okay, we are going to stop polling now. So let's share the correct answer on the next slide. And the correct response is D, all of the above. So it looks like 91% of you have responded correctly. That's a really great correct response rate. So, Nadia, it looks like it's back to you to walk us through signing on to the Tax Pro Account. Nadia Bazarov: That's right, Anika. You can sign into the Tax Pro Account with either an existing ID.me account or create a new account with our trusted technology provider ID.me. Once the tax professional has signed into their Tax Pro Account, they arrive on their Tax Pro Account homepage. Please note that only individual tax professionals can have a tax prior account. That is, there are no business or firm Tax Pro Accounts and no sharing of Tax Pro Accounts. From here, the tax professional can navigate to view their Tax Pro Account authorization requests. View their profile preferences where they can opt into email notifications, use a single sign-on link to access Transcript Delivery System, or select to either Request a POA or Request a TIA authorization. Before we walk through requesting an authorization, I want to touch on profile preferences. On your profile page, you can see your login information and links to where those settings can be updated if needed. You can also edit your email notification preferences. By default, all users are opted out of receiving email notifications. If you want to opt in to receive emails about your Tax Pro Account, you can make that change here by clicking the Edit link. At this time, the only email notification being issued are notifications where the taxpayer has approved your authorization request. However, the IRS hopes to expand the types of notifications as additional features are added to the Tax Pro Account. After you click Edit, you can check the box to elect opt in to receive approved authorization request notifications, and of course, if you change your mind, just click on the Cancel link. After you click the check box, you will be prompted to enter an email address where you want the email notifications to be sent. You will need to enter the email address twice to verify the address entered is typed accurately and is in an acceptable email address format. Then click on the Save button. If you correctly entered your email address in the required email address format, you will receive a confirmation that your email notifications preferences have been saved successfully. Of course, you can always go back to edit your email notification preferences again. Our demo today will illustrate the steps a tax professional seeking to request a Power of Attorney authorization will take. Before we go further, I just want to emphasize a tax professional is not creating a Form 2848 or 8821 in Tax Pro Account. Rather, these are online POAs and TIAs. This online POA and TIA do not have the same full functionality of the Forms 2848 or 8821, which I will explain as we go through this online POA request process. After choosing to Request an Authorization. There will be a Before You Start page providing a detailed, user friendly instructions to help tax professional with initiating authorization requests. For example, it will tell you that only certain tax professionals, those with designation codes of A, B, C, G, and R this includes Attorneys, CPAs, Enrolled Agents, Enrolled Actuary, and Retirement Plan Agents, can initiate a POA in Tax Pro Account. Also, these tax professionals must be in good standing, meaning not suspended or disbarred from practice before the IRS. And anyone with a valid CAF number can initiate a TIA, Tax Information Authorization from the Tax Pro Account. To create an online authorization, a person must already have a Centralized Authorization File, CAF, number assigned to them by the IRS, and you cannot request a CAF number through the Tax Pro Account today. An authorization of multiple representatives can be created through the Tax Pro Account. Each representative creates an authorization request and the taxpayer signs all the requests on the same day. We'll give more detailed instructions on this later. And if the Tax Pro Account cannot be used to request an authorization, the regular Form 2848 or 8821 process is still available, including using the Submit Forms 2848 and 8821 Online platform where electronic signatures will be accepted. Also, faxing the form to the PPS for immediate assistance. And faxing and mailing the forms to the CAF unit. This is the second half of the Before You Start page, providing detailed steps so Tax Professionals will know what is expected through this authorization request process. Step 1, starts with the tax professional entering their information - name, CAF number and address. Tax Pro Account application interfaces in real time with the CAF database to validate all entries.

Because of these validations, you must use the exact information the IRS has on record. If the Tax Professionals information entered does not match the information on record on CAF, an error message will pop up when you try to proceed to the next step. Notice at the top of the page, there is a step indicator guide so the user knows exactly where they are in this process. There are links to reference information. For example, on this page there is a link to a list of common address abbreviations used by the IRS. There are also help tips with little blue question marks within the application to assist tax professionals. To access the help tips, just move your cursor over the enabled items. As you can see on this page, this help tip is explaining how a tax professional can locate their CAF number or get it from the PPS line. As mentioned earlier, the tax professional must already have a CAF number to create an authorization in Tax Pro Account. At this time, addresses and licensing designations are limited to 50 United States and the District of Columbia. To check what the IRS has on record for your name and address, look at any automated IRS correspondence sent to you. Tax Pro Account cannot be used to update address, we validate on what IRS already has on records. After completing the Step 1 information, the tax professional clicks Next to proceed to Step 2. Before getting to Step 2, the IRS will validate the entries with the information on CAF and will check to see if the tax professional is in good standing. I want to point out the buttons on the bottom of this screenshot. At this point, a tax professional has the option of proceeding with creating the POA request or deciding to abandon the request by deleting it. If the tax professional clicks on the Delete button, a confirmation box pops up to confirm the delete request before permanently removing this request.

Anika, how about another polling question? Anika Pompey: Certainly. So audience, after all that great information, we want you to provide us with some feedback in the form of our second polling question. So here it is. Who cannot request a Power of Attorney through the Tax Pro Account? Is it A, an unenrolled tax return preparer; B, an Attorney; C, a Certified Public Accountant or D, an Enrolled Agent? But let me read that for you one more time. Who cannot request a Power of Attorney through the Tax Pro Account? Is it A, an unenrolled tax return preparer; B, an Attorney; C, a Certified Public Accountant or D, an Enrolled Agent? So I want you all to take a moment and click the radio button that best answers the question, and I'll give you a few more seconds. All right, so we're going to stop the polling now and let's share the correct answer on the next slide. And the correct answer is A, unenrolled tax return preparer. So let's see how many of you got that one right, okay? All right, so the correct response rate was 96%. You all are doing an awesome job with these poll questions. All right, so, Nadia, it looks like I'm going to turn it back over to you. Nadia Bazarov: Thanks, Anika. In Step 2, the tax professional will enter the taxpayers information to include the taxpayer's name, address and tax identification number. At this time, Tax Pro Account is only supporting individual taxpayers.

Tax Pro Account does not yet support businesses, BMF, international filers or individuals residing outside of the 50 United States. To cover a larger population of taxpayers in the initial launch of Tax Pro Account, starting with individual taxpayers made sense because it covers approximately 85% of all authorizations submitted to IRS. Like with the tax professionals addresses, taxpayer addresses are limited to 50 United States and the District of Columbia.

However, APO, FPO and AFD military addresses are covered. The taxpayer's address must exactly match what the IRS has on record in order to pass validation. The Tax Pro Account cannot be used yet to update the taxpayer's address. If the taxpayer has recently moved, you will need to use the paper forms, Forms 2848 or 8821 for address update. To assist in getting the taxpayer's address correct, look to the Help tips links on address abbreviations or have the taxpayer confirm their address on record to the IRS by looking at their Online Account or any communication they received from the IRS. Starting with Step 2, you now have the option of saving a request. Say, for example, you start a POA request but need to verify information with a taxpayer on a tax period involved. You can click the save button and a confirmation box will appear to confirm you want to save what you have entered up to this point. The tax professional can then access the draft POA request from the Authorization tab in their Tax Pro Account to resume the authorization request or if need be, to delete the authorization request. You will get a confirmation that your draft has been saved and can either proceed with the request or leave and resume again at a later time. Step 3 allows for the selection of the tax matters and tax periods. Tax matters are limited at this time to 1040, Form 8857, Shared Responsibility Payments and Shared Responsibility Payments - Split Part Assessment and Civil Penalties. Tax Pro Account does not yet support, No Specific Use not recorded in CAF, which is Line 4 of Form 2848. Also not supported yet. No Additional Acts Line 5A and 5B on 2848 Form, no allowance for written-in information. This is due to an automated processing and no retention of prior POA Line 6 of Form 2848 yet. As you can see, these are simple POAs created through the Tax Pro Account, leaving the more complex POAs to be submitted on Forms 2848, which will be manually reviewed and processed by the CAF unit. Those simple POAs reduce workload on CAF unit which can assist in speeding up the processing time on the more complex authorization. Like Forms 2848 and 8821, tax professional can select a combination of tax matters and tax periods. As you can see, once you check a Tax Matter, options will appear to enter the tax period or a combination for tax periods for that tax matter. Not all tax periods are included in the Tax Pro Account online process. The years are limited to the last 20 years plus three years from the present year forward. At this time, fiscal year cannot be processed. Again like Forms 2848 and 8821, a tax professional can select whether they would like to receive copies of notices and communication the IRS sends to the taxpayer regarding the tax matters and tax periods. As with Form 2848, a maximum of two tax professionals can receive copies of notices and communication for the same tax matter and period. If there will be more than two tax professionals on an authorization, the tax professionals will need to communicate with each other regarding which two will receive the notices and communications from the IRS regarding this taxpayer. We'll talk about how to have multiple representatives a little later in this presentation. Once all entries are completed, the tax professional proceeds to Step 4. But before we go there, let's have another polling question. Anika Pompey: All right. Thank you, Nadia. So, audience, it is time for polling question number three. On a single Power of Attorney, what is the maximum number of representatives who can be designated to receive copies of IRS notices and communications sent to a taxpayer? Is it A, one; B, two; C, three or D, unlimited? Let me read that for you one more time. On a single Power of Attorney, what is the maximum number of representatives who can be designated to receive copies of IRS notices and communications sent to a taxpayer? Is it A, one; B, two; C, three, or D, unlimited? So I want you guys to take a moment, click the radio button that best answers the question. I am going to give you a few more seconds to make your selection. Okay, so we're going to stop polling now and let's share the correct answer on the next slide, and the correct answer is B, 2. So let's see how many of you have responded to that correctly. Okay, just waiting for the poll results to come in. Okay, so it looks like 95% of you got that correct. You guys are really on fire today. All right, so, Nadia, I'm going to turn it back up over to you. Nadia Bazarov: Great, thank you. Step 4 gives the tax professional the opportunity to review the authorization before submitting.

The tax professional should review all entries for accuracy and select Edit to go back and make any necessary changes. If the entered information is correct as with Form 2848, a representative makes declarations under penalty of perjury regarding their good standing, that they are subject to Circular 230, and that they are authorized to represent the taxpayer for the tax matters and tax periods on their authorization request. This is done by checking each of the boxes for each declaration. The representative indicates their designation credentials, A, B, C, G or R, and where necessary enters the state they are licensed in and their license or certification number.

To sign this POA, the representative checks the Electronic Signature box. This checkbox will be accepted from Authenticated Tax Professional in lieu of a handwritten signature. Step 5 is the confirmation. This is a confirmation of request submission. This is not yet confirmation of authorization. Remember, we still need to get the taxpayer to approve this authorization. This is the second half of the submission confirmation. Upon submission of the authorization to the IRS, the IRS will validate that the representative is in good standing before the IRS and will do this again that the taxpayer's name, address and TIN are correct. The professional will not be told if taxpayer information is incorrect and fails validation. This would be an IRC 6103 issue. Since the authorization is not yet complete, the IRS will not disclose, will not share private taxpayer information. If the validation fails, the taxpayer will not receive the request for authorization in their Online Account. Tax professional and taxpayer need to communicate regarding whether the taxpayer receives the request for authorization and if the taxpayer did not receive the authorization request to confirm that entered information is correct. And if, for some reason, the request is not successfully submitted to the IRS due to a system error the tax professional will get notification so that they can try at a later time to resubmit their request. Once a tax professional successfully submits the POA or TIA request, and if the taxpayer has opted into receiving Email Notifications, the taxpayer would receive an email like this one directing them to check their Online Account for an Authorization notification. Let's take a look at the taxpayer's Online Account now to go over what the taxpayer needs to do regarding the authorization, I will turn this over to Nicol to take us there. Nicol Collins: Thank you, Nadia.

So yes, so now the taxpayer must log into their Online Account and look under their authorizations tab to see a list of online requests from their tax professional. They may also notice the Notifications to Review Your Authorization Request, which would also direct them to the Authorizations tab. The taxpayer can view authorization statuses and select the authorization that needs action to approve or reject. The taxpayer reviews the authorization information, and they will see the Tax Pro's CAF number, their name and address. If they are able to confirm that it covers the tax matters and tax period intended. The taxpayer can also see their representatives credentials under Declaration of Representative, if they are an Attorney, CPA, Enrolled Agent, et cetera. If they did not request the authorization or any information is incorrect, or they just do not want to approve the authorization, the taxpayer can reject the authorization and they will be asked to Confirm the rejection, which diminishes the occurrences of accidental rejections. Taxpayers will also receive confirmation when an authorization request is rejected. If the taxpayer wants to accept the request, they will check the boxes affirming their desire to have the individual represent them, and that the information and the authorization is true, correct, and complete. Then click Approve Request. Taxpayers will get the following confirmation screen notifying that the authorization is being processed. After the taxpayer signs and approves the authorization, there is a second good standing check regarding the tax professional. Just in case between the time the tax professional requested the authorization and when the taxpayer approved it, the tax professional fell out of good standing.

If authorization clears validation, it is typically posted immediately, at least within 48 hours to the CAF. The taxpayer will receive a Success message when the IRS approves the authorization and the authorization is now considered active. Nadia mentioned earlier that creating online POAs with multiple representatives is possible. Let's go over the details. The Tax Pro Account allows for the ability to have multiple representatives on an authorization, just like the paper Form 2848. This also works for the TIA Form 8821. To create a POA with multiple representatives, each tax professional initiates authorization from their own Tax Pro Account for the taxpayer covering the same tax matter and tax period. Only two tax professionals can elect to receive copies of IRS notices and communications sent to the taxpayer. If more than two tax professionals make an election, the POA will not be processed. And, the taxpayer must then sign all authorizations on the same day. If the request has failed, the taxpayer will receive a message regarding the failure and should let the tax professional know about the failure. An authorization may fail if the tax professional is no longer in good standing. The taxpayer signed authorizations on the same day, the same tax matter, but overlapping tax periods. For example, one POA for the same tax matter has tax periods 2017 to 2021, and the other POA for the same tax matter has tax periods 2020 to 2023. More than two representatives or designees from the same tax matter and period requested that notices and communications be sent to them. The tax professional will not receive a failure message due to IRC 6103 requirement not authorized to receive private taxpayer information. Let's just go over that again before we go to go further.

To create a POA with multiple representatives, each tax professional must initiate the authorization from their own Tax Pro Account for the taxpayer covering the same tax matter and tax period. Only two tax professionals can elect to receive copies of IRS notices and communications sent to the taxpayer. If more than two tax professionals make an election, the POA will not be processed. So I think with that, we are now ready for a polling question. Anika.

Anika Pompey: Yes, we are ready for our poll question. So here's our fourth poll. We want you to select the best response that completes this statement. An authorization with multiple representatives can be created through the Tax Pro Account if: A, each tax professional initiates authorization from their own Tax Pro Account; B, only two tax professionals elect to receive copies of IRS notices and communications sent to the taxpayer; C, taxpayers sign all the POAs on the same day; or D, all of the above actions are taken. So I'll read that one more time. An authorization with multiple representatives can be created through the Tax Pro Account if: A, each tax professional initiates authorization from their own Tax Pro Account; B, only two tax professionals elect to receive copies of IRS notices and communications sent to the taxpayer; C, taxpayers sign all the POAs on the same day; or D, all of the above actions are taken. So let's take a moment and click the radio button that best completes the statement. I'm going to give you a few more seconds to make your selection. Okay, so we're going to stop polling now. And let's share the correct answer on the next slide. And the correct response is D. All of the above actions are taken, and I see that the correct response rate is 89%. You guys are really on a roll today. So, Nicol, it looks like I'm just turning it over to you. Nicol Collins: Okay, thank you.

So, in the case where the taxpayer approves the authorization like the tax professional, the taxpayer is able to print a physical copy of a fully executed POA or TIA. Okay, now we see an approved example or an example of an approved authorization which shows the electronic signatures of both the taxpayer and the tax professional. After the taxpayer approves the POA or TIA, if they receive a Confirmation screen seen earlier in the demo, the tax professional who has opted in to receive email notifications would receive this email directing them to the Tax Pro Account to view recently approved authorization. Now let's go back to the Tax Pro Account side to show you what the user will see. Nadia, would you like to take us there? Nadia Bazarov: Absolutely.

Thank you, Nicol. The tax professionals will have the ability to view authorization statuses here pending, approved, or draft. This list will not reflect an authorization that has been revoked by subsequent authorization. IRS cannot show this status, because of IRC 6103 constraints. And the tax professionals can view and cancel pending authorizations. And the tax professionals will also have the ability to print a copy of the authorization. See this handy print button. You can submit unlimited authorization requests with Tax Pro Account. To keep a record of your requests, you might want to print copies. Here is an example of pending POA authorization. Tax professionals have the option to cancel a request before the taxpayer has approved it, should the tax professional wish to do so. And here is an example of an approved authorization, which shows the electronic signatures of both the taxpayer and the tax professional. We are currently working to allow tax professionals to withdraw from active authorizations in Tax Pro Account. But for now, withdrawing an online authorization created in Tax Pro Account is the same as withdrawing an authorization created through the Form 2848 or 8821. Write withdraw on the form sign, date, and submit. The directions are on the tax professionals authorization page as well as on the Forms 2848 and 8821 Instructions. You saw how easy the process to request and process an authorization in Tax Pro Account was. We hope the next time you need an authorization you will give it a try and use the Tax Pro Account. And we're not stopping here with what you saw in terms of the functionality. IRS will continue to expand Tax Pro Account capabilities to improve its features for authorization requests and to add other features. Here are just some of the capabilities we're working on or planning for the future. Enable Tax Pro Account users to view all active POA and TIA authorizations, not just the ones created in Tax Pro Account, and withdraw from those authorizations online. Enable Tax Pro Account users to view individual taxpayers information, balance due, and payments. Enable Tax Pro Account users to act on behalf of the taxpayer. We're also considering adding Virtual Assistant and Live Chat to Tax Pro Account at some point in the future. And we definitely plan to support business taxpayers and tax professionals working as part of Tax Professional business in the future as well. This concludes our Tax Pro Account presentation. And now I will turn it over to Adheet to start the Online Account section of today's webinar. Adheet? Adheet Gaddamanugu: Thanks, Nadia. Let's start off by defining Online Account. Online Account is a self-service tool for individual taxpayers to securely access their account information. Today, we'll walk you through how to get to Online Account and each of the current features. This is the IRS.gov home page. You can navigate to the Online Account landing page by clicking on Sign into Your Account or by entering IRS.gov/account into your browser. This is the landing page for Online Account on IRS.gov. This page is periodically updated when we launch new features and includes an overview of functionality that is available. From here clicking on the Sign into your Online Account button will allow you to log in with your username and password or register by verifying your identity. Once in Online Account this is an example of what a taxpayer may see. This example taxpayer Chad has an account balance and is signed up for a payment plan, also called an installment agreement. On the homepage, Chad can see a balance due of $330 on the left. When a payment is due, Chad can click on the Make a Payment button in the Payments box. This box also displays relevant and useful links such as View Payment Options and View Payment Activity. If Chad wants to find more information regarding his balance, he can go to the Account Balance tab or click on View Balance Details. Next, Chad will also be shown account notifications via the Notifications box on the top right side of the Account Home page. The Notifications box provides taxpayers with timely and relevant account notifications specific to their personal Online Account. The development of this feature stemmed from direct feedback from taxpayers under an analysis of Online Account usage data. We found that taxpayers wanted to be notified of important account information when they're in Online Account. Data on application usage also shows that informing taxpayers of relevant information pertaining to their Online Account further drives feature usage. As we can see, Chad is shown two notifications in the Notifications box. The first is to turn on email notifications, and the second one is to go paperless for certain IRS notices.

Chad can click on any of the links in the Notifications box to directly navigate to the corresponding area of Online Account to take the action. Upon acting on the notification, the notification will be dismissed. We plan to continually expand on the notifications functionality as we continue to listen to taxpayer feedback, launch new features, and review feature usage.

Next, Chad has visibility into the payment plan that's currently set up directly on the account homepage. This box displays details of the installment agreement, such as the date the payment is due, type of payment plan, and the payment amount. Last but not least, this homepage also displays helpful links for the taxpayer to view their tax records, available digital notices, and any authorizations from a tax professional. Taxpayers can navigate to the other pages via the links on this page or the tabs across the top. Next, let's take a look at the Notices and Letters tab. Notices and Letters provides taxpayers with a view of select IRS notices that are also available online. Here, taxpayers are presented with a notice list on the left. Selecting a notice in the notice list displays the notice detail, which contains important information such as the name of the notice, a plain language description and the notice date. Taxpayers can view a PDF copy of the notice by clicking on View Notice PDF button. We currently support the display of 19 notice types in the Notices and Letters tab. Taxpayers can also access notice help directly from this page. Taxpayers have access to view FAQs for that specific notice using the FAQ link.

Next, taxpayers have the option to go paperless or sign up for email notifications when new notices become available to view online. We'll take a look at this functionality when we view the profile page. As with all of our Online Account features, we continue to iterate and improve them based on taxpayer feedback, research, and data. Next, let's talk about the profile page. You can access profile by navigating to the top right of the screen next to your name. There are also Help and Logout links. The profile page displays basic taxpayer information, including full name, mailing address, email address, and instructions on how to change other profile information. Taxpayers are also shown the mailing address we have on file. Currently, taxpayers must submit Form 8822 if they'd like to make changes. Later this year taxpayers will be able to update their address directly within the profile page without the need to submit Form 8822. Also available in Profile is the ability for the taxpayer to go paperless for notices available digitally within Online Account, as well as to sign up for email notifications. Next, let's take a look at how taxpayers can sign up for email notifications. Taxpayers can currently select to receive an email notification when a new digital notice becomes available to view in Online Account or when there's a pending request from a tax professional. Taxpayers can update those preferences by selecting Edit, then the appropriate checkboxes, and then clicking Save. They'll soon be able to receive additional email notifications as we continue to add notification types.

Let's now take a look at how the taxpayer can go paperless. Taxpayers can go paperless for select notices that are currently available in Online Account. Going paperless is easy. Taxpayers can go paperless by clicking Edit, then selecting Online. Clicking on Save will then save those preferences and display the confirmation message. Going paperless will only apply to the digital notices available in the Digital Notices and Letters tab. We are continuing to iterate and make improvements to this Paperless option. Before I turn it over to Nicol to walk us through a taxpayer making a payment. Let's pause for a polling question, Anika. Anika Pompey: Thanks, Adheet. So audience, here is our fifth polling question. Which notification appears in the Notifications box? Is it A, turn on email notifications; B, review authorization request; C, go paperless for select IRS notices; or D, all of the above. I'll read that one more time. Which notification appears in the Notifications box? Is it A, turn on email notifications; B, review authorization request; C, go paperless for select IRS notices; or D, all of the above. So let's take a moment and click the radio button that best completes the statement. I'm going to give you a few more seconds to make your selection. All right, so we're going to stop the polling now and let's share the correct answer on the next slide. And the correct response is D, all of the above. And I see that only 70 of you responded correctly. So it looks like we're going to need a little bit more clarification. Adheet, can you clarify for us, please? Adheet Gaddamanugu: Yes.

So all the options are correct. Taxpayers receive several types of notifications on their Online Account homepage, including to turn on email notifications, review authorization requests from tax professionals, and to go paperless for select IRS notices that are available digitally in Online Account. And this is one area where as we add more features in Online Account, we will be adding additional notifications to inform the taxpayer. Back to you, Anika. Anika Pompey: All right. So thank you for that explanation, Adheet. Nicol, I am going to turn it over to you, so you can share some more great information. Nicol Collins: Thank you, Anika. Okay, audience, now that you have had a tour of Online Account from Adheet, and as Adheet mentioned, if this taxpayer wants to understand more details about her account balance, she can go to the Account Balance Tab where it shows a breakdown by tax year. By expanding this tax year row on the right side of the page towards the bottom, she can see the breakdown for 2018 which shows the penalty and interest that she has accrued. This can also include other types of balances she might owe such as Form 5329 balance or civil penalties those would also appear here. Now that Stacy has understood her balance, she is ready to make a payment. The make a payment button is on the left.

Okay, so Stacy is now in the make a payment flow where she can choose how to pay. She can pay by bank account or she can choose to pay by card which will route her to an external website. Stacy has chosen to pay by bank account. Next, she will select the type of payment and as you can see, there are multiple types of payments that she can make such as her 2022 income tax payment even if her return has not processed yet, or she can pay her balance in full or make a minimum payment if she has an installment agreement. There are other types of payments listed here as well such as estimated tax payments. She can choose to make a same day payment and stay within Online Account or if she chooses a future date, she will be routed to IRS Direct Pay. Later this year, we are planning to add new functionality within Online Account to schedule a future payment. Now Stacy will choose her account type, checking or savings. She will enter her bank routing number, then confirm it her account number and confirm that as well. After she confirms her email confirmation, she will click next. Here, the taxpayer is in Step 3 of this flow as she needs to review and submit her payment. If she said yes to receiving email confirmation, here she will need to check the box that she agrees to the email confirmation terms of service.

She will also need to check the box for consent and authorization of payment after she views the terms of service. Stacy is now ready to submit her payment. Here Stacy receives an immediate confirmation of her payment. She will also receive an email confirmation if she requested it. On this page, the taxpayer can view any pending or scheduled electronic payments. The payment Stacy just made would show up here immediately as a pending payment. Scheduled payments will appear here approximately four days before processing. Taxpayers can see five years of payment history on this page as well. And I think we are ready for another polling question, Anika. Anika Pompey: Yes, we are. So, audience, this is our final polling question. So here we go. Taxpayers have the option to make which type of same day payment, is it A, payment towards their balance or claim.

B, amended return payment; C, proposed tax assessment, or D, all of the above? I'll read that one more time. Taxpayers have the option to make which type of same day payment, is it A, payments toward their balance or claim; B, amended return payment; C, proposed tax assessment or D, all of the above? So you all take a moment and click the radio button that best completes the statement. I'm going to give you a few more seconds to make your selection. Okay, so we're going to stop polling now and let's share the correct answer on the next slide. And the correct response is D, all of the above. And you guys okay, you guys, 91% of you responded correctly.

That is a really good correct response rate. So, Nicol, I see you're going to walk us through how a taxpayer can make a payment or create a payment plan. It's all yours. Nicol Collins: Thank you, Anika. Okay, so here we have a taxpayer who has a balance and would like to see what payment options are available to them. In this case, they are in jeopardy of a lien or a levy. The taxpayer can toggle to the third tab at the top, labeled Payments. Any taxpayer, who has a balance can view their available payment options. On the payment options tab, we display personalized payment plan options to taxpayers who are eligible and encourage taxpayers to set up a plan online. In this case, they have three choices, make a payment through Online Account, apply for a short-term plan, or apply for a long-term payment plan. Before they decide, they can see if there's a setup fee and how much the payment amount would be for a specific number of days for a short-term plan. For a long-term plan, they would need to go through the application flow to see the estimated monthly payment. This taxpayer has decided to apply for a short-term plan which gives them an extension of time to pay their balance. The plan summary details will tell them the plan type, the payoff amount, including penalties and interest, a setup fee if there is one, how many days they have to pay it off, and the due date for the first payment. Here the taxpayer will need to agree to the terms and conditions by checking the box and clicking submit. Here the taxpayer will see an immediate confirmation of the plan that they set up. It will say plan approved, if approved and then this page will provide them some details of the plan summary confirming what they agreed to. Now I will walk us through the tax Records tab. This page has a summary of key information from the most recent tax return on file. This return summary will update to whichever is the most recent return we have. We know taxpayers often need their AGI, if they're switching from one tax software to another, and they can look it up very easily here rather than looking at their whole transcript. If they need a full transcript though, they can access those from here as well. Last but not least Online Account is now available in Spanish for the benefit of taxpayers with limited English proficiency. A language selector has been implemented in the application header and is available in the same location across all pages in the entire website, so users can seamlessly toggle between English and Spanish on any page. The entire Online Account content has been translated into Spanish. And so at this time, we want to just reiterate that we have several new features that have launched within Online Account, Tax Pro Authorization, create a short-term or long-term payment plan. It's now available in Spanish.

You can manage notification preferences, you can opt out of paper notices, make a payment. Also update address on file is planned to be launched soon. And Anika, that's all I have for now.

Giving it back over to you. Anika Pompey: All right, so I just want to thank you, Nadia, Adheet and Nicol for that wonderful presentation. So, hello again to the audience. It's me, Anika Pompey, and I am going to be moderating the Q&A session. So, before we start the Q&A session, I do want to thank everyone for attending today's presentation, Digital Day by IRS's Online Services. And I want to say a special thank you for being patient with us as we work through some technical issues. Now, earlier I did mention that we wanted to know what questions you have for our presenter and here is your opportunity. So if you have questions, if you haven't input your questions, there's still time to do so. Go ahead and click on the drop down arrow next to Ask Questions field and type in your question and click Send. Nadia, Adheet and Nicol are staying on with us to answer your question and one thing before we start, we may not have time to answer all the questions submitted, but we'll answer as many as time allow. So let's go ahead and get started so we can get to as many questions as possible. All right, so it looks like our first question is, what if I don't want to use ID.me because of facial recognition? Nicol, I'm going to direct that question to you. Nicol Collins: Thank you, Anika. Okay, so in February of 2022, the IRS announced that you can now create an ID.me without the use of facial recognition or biometric data. In addition to creating an account with ID.me self-service process, you can create an ID.me account using a live video chat. Whether you choose the self-service or the live video chat option, all selfie, video and biometric data are automatically deleted for users who verify for the IRS. Do you need me to say that again, Anika, or do you think that was good enough? Anika Pompey: No, I think that was a really sufficient response. So we're going to move on to our next question. What is the difference between Tax Pro Account and e-Services? Why don't you want to step up? Nadia Bazarov: Yes, I can take this one. Tax Pro Account today allows you to initiate and submit request for Power of Attorney and Tax Information Authorization online. This is pretty much the extent of the capabilities that Tax Pro Account offers today, but we are working to expand this list of features available to the tax professional. e-Services is really a suite of different tools and applications. It includes applications like TIN Matching, it provides access to the transcript. It also has e-file application services. But if you go to IRS.gov, tax pros tab, you can clearly see the description and differences between the services that we offer and this web page also includes a very detailed comprehensive list of everything that is included under e-Services umbrella. Like I said, e-services is not one thing. It's a combination of different applications available to the tax professionals. And Tax Pro Account is your real time online tool to submit request for authorization. Hope that helps? Anika Pompey: Yes, actually that was a great response. So here is our next question. Now, if a tax professional wants a POA for a married filing jointly return, does each spouse have to create their own IRS account or does one spouse's account suffice? Nadia Bazarov: No, each spouse needs their own account. Keep in mind, Tax Pro Account is an individual account, so each person needs to have their own. We do not support any kind of shared or joint accounts. It's one-to-one relationship between individual taxpayer and individual tax professional at this time. Anika Pompey: Thank you for that response.

So here is our next question. It says I can open an account with an ITIN number. Is that still not available or will it be available soon? Nadia Bazarov: I think this is an authentication question and not Tax Pro Account necessary, so I will defer it to someone who can take this.

Nicol Collins: Anika, unfortunately, we don't have anyone on from authentication. We do have a few responses we're able to get, but we are not able to respond about ITIN as Nadia said, that's not related to Tax Pro Accounts. So unfortunately, we're unable to answer that question at this time. Anika Pompey: Okay, thank you so much for that response. So let's move on to our next question. If I work for a company with multiple subsidiaries, is there anything like the Tax Pro Account to allow us as employees of the parent company to work with POAs and transcript requests online? Nicol Collins: I love this question. Excellent question. We are just now starting our research to help us develop capabilities for tax professionals who work as part of Tax Professional business. So that would include the set of features that employees of tax business for example, could use. And I'll just use this opportunity for what we plan during the Nationwide Tax Forums. We are planning to use that time during the summer to conduct research, specifically asking questions of what features and capabilities tax professionals are asking for a tax professional business, for what tax professional businesses might need from Tax Pro Account. And that will include things like this question asked. So multiple subsidiaries, multiple offices, parent company and companies underneath that umbrella. So we are just in a very early stage of embarking on that research and yes, we would like to hear from you on what features you might be interested in that regard. Anika Pompey: Okay, thank you for that response and also thank you for that. So our next question, if you have two CAF members due to having more than one place you operate from, do you need two ID.me accounts? Nadia Bazarov: I can take that one. Anika Pompey: Okay. Go ahead, Nadia. Nadia Bazarov: Well, I can start, I can try and I was just going to say that CAF number is not tied to ID.me. So if you are talking specifically about Tax Pro Account and working with multiple CAF numbers, then you do not need a separate ID.me account for an additional CAF number to use Tax Pro Account. Nicol Collins: Yes, I can just add to that. You are correct. I just wanted to add that a single account, a single ID.me account gets access to Tax Pro Account, E-Services, your individual Online Account and more. So you verify your identity once and you're good to go. You can't even create multiple ID.me accounts. So, that just clarifies what you just said, Nadia. Anika Pompey: Ladies, thank you for that response. So our next question is creating a Tax Pro Account and creating a personal IRS account for the Tax Pro himself or herself? Both require creating an ID.me account first. Does that mean creating an ID.me account allows a Tax Pro to access the Tax Pro Account as well as their personal IRS account? Nadia Bazarov: Absolutely. That's what Nicol just explained, that once your ID.me account is created, you can access any IRS.gov applications and you will use the same username and password. You will use the same account to go between your personal IRS Online Account and Tax Pro Account. Anika Pompey: Okay, thank you for that response. So our next question can an Annual Filing Season Program preparer get an account? Nadia Bazarov: Well, I believe this question again applies to Tax Pro Account. Well, in general and we just explained that your existing ID.me account lets you access both personal account, Tax Pro Account, E-Services, anything on the IRS.gov. So if the question pertains to ability to initiate request for authorization using Tax Pro Account, then it is for POA for Power of Attorney. Currently only designation code that include Attorneys CPAs, Enrolled Agents, Enrolled Actuary, and Retirement Plan Agents can initiate POA using Tax Pro Account. If you look at the Form 2848, those are the designation codes A, B, C, G, and R. But anyone with existing CAF number can initiate a Tax Information Authorization, TIA in Tax Pro Account. Anika Pompey: Thank you for that response. That provides a lot of clarification. So let's move on to our next question. Is there a plan to allow for electronic delivery of notifications and communications to the Tax Pro SOR email instead of snail mail? Nadia Bazarov: One type of notification that we support in Tax Pro Account, if tax professional has opted in to receive email notification, then email will be sent when the taxpayer approves request for authorization. And we definitely plan to expand email notifications as we add more features to Tax Pro Account. But today, since our main feature is dealing with authorizations, that's the only type of notification that you can opt in to receive an email. Anika Pompey: Okay. Thank you so much for that response. Okay, so here's the next question. This is a really good one, because I want to know the answer to this as well. Will an approved POA or TIA through the Tax Pro Account revoke paper filed or online submitted Form 2848 or Form 8821? Nadia Bazarov: The process of subsequent authorization, processed and Tax Pro Account is exactly the same as with paper forms. So please refer to the instructions on Forms 2848 and 8821, because the process is exactly the same. Tax Pro Account does not change how that works. Anika Pompey: Okay. So I'm going to move on to our next question. And again, thank you for that response. So here's a good one. So how far back are the tax notices and letters remain? How far back do they remain in the Tax Pro Account under Notices and Letters tab? Adheet Gaddamanugu: This is an Online Account. The taxpayers will start to receive them from notice them that is digital notice and that is the time they first access Online Account. All users have an Online Account whether they've accessed it or not. But digital notices will start from the time the user first accesses his or her Online Account. And they will stay there. Currently, we don't delete or remove digital notices and letters from Online Account. Anika Pompey: Okay.

Thank you for that response. All right. So I see our next question is will taxpayers still be able to use the Direct Pay option in Online Account? Adheet Gaddamanugu: Yes, Direct Pay is a separate IRS service. Users are not required to authenticate or create an account in order to access Direct Pay, and that will continue to remain. Users can continue to make electronic payments using direct pay. And users who have an account - an Online Account will be able to make payments by an Online Account also. Anika Pompey: Okay. So thanks for that response. Now, our next question, it seems like so if a taxpayer opts into the electronic notifications and Online Account, our notices still going to be mailed to the taxpayer? Adheet Gaddamanugu: Yes. So taxpayers can sign up for emails when a new notice is available to view an Online Account. And so taxpayers will receive that email in addition to the digital notice and the paper copy of the notice that will go to the taxpayers address on file. Taxpayers can choose to not receive paper copies for the certain digital notices available, and taxpayers will in order to do that they will have to go to profile and select the paperless option, they will need to opt into going paperless, and then taxpayers will not receive paper copies for certain notices that are available digitally. I hope that answers your question. Anika Pompey: Yes, it did. That was a very good explanation. So our next question is what is the IRS processing time if Form 2848 or 8821 is submitted online? And how soon will the authorization representative be able to interface with the IRS on behalf of the taxpayer? Nadia Bazarov: I'll take this one. So it depends if you used Tax Pro Account to submit request for POA or TIA in Tax Pro Account. And your request for authorization is approved and electronically signed by the taxpayer from that time when the taxpayer approves it, it should be processed to CAF database in real time immediately. But since you mentioned the word Forms 2848 and 8821, I suspect that you might not be asking about Tax Pro Account, but rather about different application we have on IRS.gov under the Tax Pros tab, that application is called upload forms Submit Forms 2848 and 8821 Online. And this tool is very different from Tax Pro Account. All you do with that tool is effectively email, upload, submit the forms, and once these forms are received by the CAF unit, they are processed manually, just like the forms you would mail or fax to the IRS. So Tax Pro Account is very fast, in the real time once approved by the taxpayer and Submit Forms Online is only fast to the moment that the forms are received by the CAF unit. At that point in time, it's first in, first out and authorizations processing follows, goes into a queue and gets processed accordingly - according to the time it was received. So it's not instantaneous and will take time. Anika Pompey: Thank you so much for that thorough response. So our next question is what happens if taxpayer does not have an Online Account? If authorization for taxpayer information authorization is requested.

Are they prompted to set up an Online Account or does the taxpayer also go through ID.me? Nadia Bazarov: The taxpayer will need to go for ID.me to create an account. And if the taxpayer does not yet have an account at the time request for authorization is submitted, it's okay. The tax payer will still have 120 days to create that account, log in and review and approve request for authorization. And the tax professional is encouraged to communicate with taxpayer to let them know that they would need to have their individual Online Account in order to receive request for authorization review and approve it. Anika Pompey: Okay. Thank you for that response. So our next question is, can tax professionals with a POA access taxpayer notices and correspondence? Nadia Bazarov: I assume the question is within Tax Pro Account. Anika Pompey: I think this is an Online Account question? Nadia Bazarov: Okay. Adheet Gaddamanugu: In Online Account, only the taxpayer would be able to access their account and view their information, their notices, and everything.

So it is for a personal taxpayer, it is an individual account, and only the taxpayer would have access to his or her information. Nadia Bazarov: Can I add something to that? So we are working to introduce additional features in Tax Pro Account later on. We are looking to introduce the feature for the tax professional to view individual taxpayers information. So the same information that individual taxpayer can access in their individual Online Account in the future, it will be available to the tax professional once tax professional has all the proper authorization for the tax matters and tax periods for that taxpayer. So it is coming. It's not there yet. You have some time before we will roll it out. Adheet Gaddamanugu: Thank you, Nadia.

Anika Pompey: Thank you both for that response. It looks like our next question is can a business set up an Online Account or do they have to continue using EFTPS? Adheet Gaddamanugu: Online Account individual Online Account it will remain for individual taxpayers only. The IRS is working on a system, on a new system for businesses called Business Online Account. We are working on that and we don't have a delivery date at this time. But the IRS is working on a new Online Account for businesses that will provide similar functionality for businesses. Was there anything else that you wanted to add, Nadia? Nadia Bazarov: No, I was going to say the same thing. Thank you. Anika Pompey: Thank you all for those responses. So our next question is doesn't the email notification go against the IRS advertising that we do not email taxpayers?

Adheet Gaddamanugu: Great question. Thankfully, I'm not aware that the IRS is continuing to advertise that messaging, but all email notifications that the taxpayer receives, we make sure that the taxpayer opts into receiving those emails. So we inform the taxpayer that we have a feature to send email for these reasons and we do need we will need the taxpayer to opt in to receive email notifications. Going forward, we plan to try to ask taxpayers to sign up more for email notifications, because that is a powerful feature for us in order to proactively reach out to taxpayers on matters that need their attention. Thank you. Anika Pompey: Thank you for that response. So our next question is can a CPA with a POA set up an installment plan for one taxpayer through online services? Nicol Collins: So we are working to introduce ability to act on behalf of the taxpayers or the tax professional in the Tax Pro Account. It is not there yet, but it is definitely a part of our plan for future releases and we will be starting this payment capabilities. Anika Pompey: Thank you for that response. So our next question is can you change your CAF number online? I believe you couldn't in the past. Nicol Collins: Not in Tax Pro Account. Anika Pompey: All right. Thank you for that response. So, next question. For making a payment for amendments, can you choose this option if the amendment has not yet been processed?

But for example, if you mailed a prior year that was paper mailed. Nicol Collins: I don't think that question is related to Tax Pro Account. But Nadia, Adheet, you guys want to confirm. Adheet Gaddamanugu: It may be related to Online Account. Nicol Collins: Okay. Adheet Gaddamanugu: We currently don't have the ability to modify a payment with an Online Account. That is one of the features that we have on our roadmap in the future. Unfortunately, I don't have a date for that at this time, but it is a planned future feature. Anika Pompey: Okay, I'm working on getting your next question. So can you clarify the limitations with the online POA versus the Form 2848?

Nicol Collins: Yes. In a nutshell, all of the form fields that require manual review, those are the fields where you would write in information. So for example, lines 5A and 5B, specific acts not authorized and additional acts authorized. Anything that requires manual intervention as opposed to just an automated processing where the selections are made from predefined list so those are not supported. So lines 4, 5A, 5B and line 6 are not yet supported. We are working, we are planning to introduce ability by the tax professional to use Tax Pro Account to retain prior POA. So again, that's a difference between today's form and Tax Pro Account. So not supported yet, but it's something that we plan to introduce hopefully in the near future. Does that help?

Anika Pompey: Yes, that does help. Thank you for that response. So my next question is can anyone sign up for Online Account or is it only for those with installment agreements? Adheet Gaddamanugu: Great question. All taxpayers can sign up for Online Account. All taxpayers should sign up for Online Account. Setting up an installment agreement that's a feature in Online Account and any taxpayer with a balance and balance is up to $50,000. They'd be able to set up installment agreements within Online Account, but to create Online Account and access your Online Account, that's available to all taxpayers. Anika Pompey: Thank you for that response. So here's another question. Does the Tax Pro have to re-enter information such as address, CAF number, et cetera for every POA request? Nicol Collins: Great question and this is the question that we get a lot. So logically since the Tax Pro Account user goes through authentication process, but before the form before they start filling out the request for POA you would think that we could pre-populate that data into Step 1 at least for the representative.

So we are working with our legal team to let us do that. We completely understand that this will be a great usability enhancement and it will save time and effort. So with other features please stay tuned we are aware of this need and we totally fully support doing this pre-populating the data and we hope to be able to offer this in the future. Anika Pompey: Thank you for that response. So I have another really good question for you. So if you submitted a paper POA but you have a Tax Pro Account, will you see when it is accepted by the IRS? Nicol Collins: If you submit a paper POA, I don't think we have any ability to see online well definitely not in Tax Pro Account. So if you submitted a paper request, Tax Pro Account will not show this, Tax Pro Account currently only shows the status of the request submitted through Tax Pro Account. Anika Pompey: Okay. Thank you for that response. I am looking for your next question. Okay, so here's one. Is the taxpayer notified by mail when the preparer withdraws or cancels an authorization? Nicol Collins: So today, Tax Pro Account does not yet support withdrawal from authorization. This is something that we are working for the future. So we did not change the process that is available through IRS today. Anika Pompey: Okay, awesome. So our next question does okay, so to withdraw the Taxpayer Information Authorization, can you print the online approved Taxpayer Information Authorization and then write withdraw on it and fax it or email it? Nicol Collins: Yes, once again Tax Pro Account did not change the withdraw process. We did not introduce any updates to it. It is whatever process you follow today, which is print Form 2848, write withdraw, sign and submit to the IRS. We are working on giving you the ability to withdraw online in Tax Pro Account. And this is coming hopefully later this year. Anika Pompey: Thank you for that response. And this is a good follow-up question for that. So what additional features is IRS working on adding to the IRS Online Account? Adheet Gaddamanugu: Thank you for that question. We are planning on adding several new features into Online Account over the next two to three years. I will just talk about a few that we're planning for this calendar year and that includes live chat and chatbot, ability to update address as we had gone over, saving bank accounts and validating bank accounts, scheduling future payments and also expanding payment plans to all individuals. And I will say that I'm only scratching the surface that we are planning to do, we have a lot more features planned within the next two to three years. Anika Pompey: Okay, thank you for that response. So here's another good question and this is for Tax Pro Account. What is the best way to sign up for a Tax Pro Account? Nicol Collins: There is no separate sign in process or sign on process for Tax Pro Account. You would create an account if you don't have an account yet. Let's say if you already have an account to get to your individual IRS Online Account or if you are able to access e-Services, it will be the same exact account you would use to get into Tax Pro Account, no separate account is required. Anika Pompey: All right, thanks for that answer. So the next question is can I see my previously approved taxpayer authorizations in my Tax Pro Account? Nicol Collins: Love this question, you will be able to see those very soon. And hopefully this year, we are working to let you see all of your active authorizations on file within Tax Pro Account. You would be able to come to Tax Pro Account, link your CAF which means establish a link between the CAF and your TIN, SSN, to make sure that we can validate your rightful ownership for the entire data on CAF database. And once that link is established, once you link your CAF, this is future capability that is in progress as we speak, in fact. So once you link your CAF, we will show you the entire inventory of all active authorizations that IRS has on file. And once you see that entire list of active authorizations, you would be able to withdraw from them, without needing FOIA request, without any manual steps, you would be able to do this online. Anika Pompey: Thank you so much for that response. So our next question is on a married filing joint return, can the taxpayers only find their info under their primary Tax Pro Account? Adheet Gaddamanugu: No, both individuals, if they're married filing joint, they will have their both they will be able to access their accounts separately. They will have to have separate Online Accounts and information will be available within both the accounts. Great question. Thank you. Anika Pompey: Yes, and thank you for that response. So, our next question. If I'm using EFTPS to pay estimated taxes, can I switch to paying through my Online Account? Adheet Gaddamanugu: Yes. So the make a same day payment feature within Online Account allows you to select the option to pay towards estimated taxes. So, yes, you can use your Online Account to make estimated taxes for future payments towards that. Anika Pompey: Okay, I'm finding another good question for you. Okay, so will all notices going forward be available in PDF? Adheet Gaddamanugu: Our intent is to digitize all notices and letters sent to taxpayers. We don't have a date for that at this point, but that is our plan that we're planning to do over time. Right now, we have 19 notice types that are available digitally. And we're working towards digitizing all the other types of notices and letters that individual taxpayers would receive. Anika Pompey: I'm so sorry. So, here is your next question. Where is the IP PIN located on the Tax Pro Account page? Adheet Gaddamanugu: The IP PIN would be a CP01A Notice. And if the user does receive that notice, that would be available within the Notices and Letters tab. The CP01A is a notice that is available within Online Account and so the PDF copy of that would be available under Notices and Letters within Online Account. Anika Pompey: Thank you for that response. So have another question for you. If I am authorized for a 1040 through the Tax Pro Account, am I then able to request those transcripts through the Transcript Delivery System? Adheet Gaddamanugu: Sorry, could you repeat that question again? Anika Pompey: Sure. If I am authorized for a 1040 through the Tax Pro Account, am I then able to request those transcripts through the Transcript Delivery System? Nicol Collins: I can attempt to answer this question. So to access Transcript Delivery System, tax professionals have a separate authorization handled by that application. So in Tax Pro Account today, all we do is to provide a single sign on link to take you into that TDS. So let's say you came to Tax Pro Account, you requested authorization, you have approval from your taxpayer for that authorization, and now you also want to see that transcript. So you can use that single sign on link that will take you to e-Services TDS. And provided that you have used TDS before and you have all of the proper authorization permissions set up in e-Services, you should be able to use it. But that service is separate from Tax Pro Account and we have no control over it. And all we do is provide easy navigation between the two applications. Just like with many other things, we are contemplating to bring transcripts into Tax Pro Account, but that's a longer-term plan and it's not yet available. Anika Pompey: Okay, thank you for that response. So it looks like we are coming to the close of our presentation today, so that's all we have time for in regards to questions. I do want to thank our presenters for sharing their knowledge and expertise and for answering your questions. But before we close out the Q&A session, Nadia and team, what key points do you want the attendees to remember from today's webinar? Nadia Bazarov: I'll get us started with Tax Pro Account points. What I wanted to leave you with today is that using Tax Pro Account for your Power of Attorney and Tax Information Authorization request will save you lots of time. The main advantage of Tax Pro Account comparing to all other ways of submitting authorization requests is once your request for authorization is approved by the taxpayer, it is processed to CAF in the real time. You don't have to wait as you would if you Submit Forms 2848 and 8821 online or send those forms by mail or fax. Some of the items to keep in mind tax professional must have existing CAF number to use Tax Pro Account, and Tax Pro Account cannot be used yet to request a CAF number. The Tax Pro Account supports simple POAs and TIAs for individual taxpayers only. In order for the IRS to validate an online POA or TIA, you must use the exact address on file with the IRS for both the tax professional and the taxpayer. And you cannot use Tax Pro Account to update an address. The Tax Pro Account supports POAs with multiple representatives, more POAs and TIAs and Anika that's all the key points we have for Tax Pro Account. Back to you? Anika Pompey: Thank you so much. So, Nicol, do you have any key points for Online Account? Nicol Collins: I do. Thank you, Anika. So if you haven't already, we encourage you to log into your Online Account and tell your clients about it. As we've mentioned before, taxpayers can view their balance, tax records and notices, make and view payment, view payment plan details, view account notification, and view their address on file. Additionally, taxpayers can make a same day payment, set up a payment plan if eligible, view the total amounts of their economic impact payment. View and approve authorizations and view digital copies of certain notices from the IRS. Taxpayers can opt out of paper notices, opt into email notifications for digital copies of new notices, and taxpayers can view Online Account in Spanish. That's all I have today, Anika I'm turning it back over to you. Anika Pompey: Thank you so much, Nicol. So audience, we are planning additional webinars throughout the year. So to register for all upcoming webinars, please visit IRS.gov.

Keyword search webinars and select the Webinars for Tax Practitioners or Webinars for Small Businesses. And when appropriate, we will be offering certificates and CE credit for upcoming webinars, we invite you to visit our video portal at www.irsvideos.gov. There you can view archived versions of our webinars. And please note, continuing education credits or certificates of completion are not offered if you view any version of our webinars after the live broadcast.

Again, a big thanks to our panel, Nadia, Nicol and Adheet for a great webinar, sharing their expertise and answering your questions. I also want to thank you, our attendees, for attending today's webinar Digital Day by IRS's Online Services. Now, if you attended today's webinar for at least 100 minutes after this official start time, you'll receive a certificate of completion that can be used with your credentialing organization for two possible CE credits and if you stayed on for at least 50 minutes from the official start time of the webinar, you'll qualify for one possible CE credit. Again, the time we spent chatting before the webinar started doesn't count towards the 50 or 100 minutes. And if you're eligible for continuing education from the IRS and registered with your valid PTIN, your credit will be posted in your PTIN account and if you qualify and have not received your certificate or credit by June 10, please email us at CL.SL.Web.Conference.Team@IRS.gov. The email is shown on the slide as well. And if you're interested in finding out who your local Stakeholder Liaison is, you may send an email using the address shown on this slide and we'll send you that information. So before we close out the webinar, we want to hear from you. We'd like you to take a minute to answer the following questions, did you know you could securely view your account information on IRS.gov before this webinar? And do you have an Online Account on IRS.gov? Enter your response in the Ask question field and thank you for sharing your responses. Now in addition, we would appreciate if you would take a few minutes to complete a short evaluation before you exit. We are interested in hearing about your Tax Pro Account experience and suggestions. And if you'd like to have more sessions like this one, let us know. And if you have thoughts on how we can make them better, please let us know that as well. And if you have requests for future webinar topics or pertinent information, you'd like to see in an IRS Fact Sheet, Tax Tip or FAQ on IRS.gov, then please provide your suggestions in the comment section of the survey and click the survey button on the screen to begin. If it doesn't come up, check to make sure you have disabled your pop-up blocker. Now it has been a pleasure to be here with you and on behalf of the Internal Revenue Service and our presenters, we would like to thank you for attending today's webinar. It's important for the IRS to stay connected with the tax professional community, individual taxpayers, industry associations, along with federal, state and local government organizations.

You make our job a lot easier by sharing the information that allows for proper tax reporting.

Thank you again for taking time out of your day to attend today's webinar, and we hope you found the information helpful. You may exit the webinar at this time. .