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All right, I see it's the top of the hour. So for those of you just joining, welcome to today's webinar, Digital Day by IRS' Online Services. We're glad you're joining us today. My name is Michael Smith, and I'm a Senior Stakeholder Liaison with the Internal Revenue Service. And I'll be your moderator for today's webinar, which is slated for 120 minutes. Now, this webinar offers up to two IRS continuing education credits, certificates of completion will be emailed to the registration email address of qualifying participants from the email address seen on this slide.

You can see that here, Please do add this email address to your contacts to ensure you receive the email with the certificate as it will be attached as a PDF. And 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 your contact information and the news publication that you're with. Our media relations and Stakeholder Liaison staff will assist you and answer any questions that you may have. As a reminder, this webinar will be recorded and posted to the IRS Video Portal in a few weeks that portal is located at Now, please note, continuing education credit or certificates of completion are not offered if you view any version of our webinars after the live broadcast. We hope you won't experience any technology issues, but if you do, this slide shows some helpful tips and reminders. We've posted a technical help document you can download from the material section on the left side of your screen. It provides the minimum system requirements for viewing this webinar along with some best practices and quick solutions. Due to compatibility issues, we encourage you to use a browser other than Internet Explorer. You may experience frozen screens and other technology issues if you use Internet Explorer. If you're using anything other than Internet Explorer and you're still having problems, then try one of the following. Number one, close the screen where you're viewing the webinar and simply re-launch it. Or two, click on Settings on your browser viewing screen and select HLS. You should have received today's PowerPoint and a reminder email.

But if not, no worries, you can download it by clicking on the materials dropdown arrow on the left side of your screen as shown on this slide. Closed captioning is available for today's presentation. If you're having trouble hearing the audio through your computer speakers, please click the Closed Captioning dropdown arrow located on the left side of your screen, and this feature will be available throughout the webinar. If you have a topic-specific question today, please submit it by clicking the Ask Question dropdown arrow to reveal the text box. You simply type your question in that text box and be sure to click Send. Our speakers will be answering your questions later in the webinar, so please feel free to enter questions at any time throughout the presentation today. We will also be asking you to provide a feedback using this Ask Question box. So please do make a note of where it is and be ready to use that when we ask you. Now, one very important note here, please do not enter any sensitive or taxpayer-specific information. During the presentation, we'll take a few breaks to share knowledge-based questions with you. At those times, a polling style feature will pop-up on your screen with a question and multiple-choice answers. You select the response you believe is correct by clicking on the radio button next to your selection and then click Submit. Some people may not get the polling question, and this may be because you have your pop-up blocker on. So please take a moment to disable your pop-up blocker now, so you can answer these questions. We've included several technical documents that describe how you can allow pop-up blockers based on the browser you're using. We have documents for Chrome, Firefox, Microsoft Edge, and Safari. And you can also access them by clicking on the materials dropdown arrow on the left side of your screen. We're going to take some time and test this polling feature out. So here's your opportunity to ensure your pop-up blocker is not on, you can receive the polling questions throughout the presentation.

That polling question should be coming up now and it reads, have you ever viewed an IRS National Webinar recording from the IRS Video Portal? And you have three easy answers there. A for yes; B for no; or C, you are not sure where the IRS Video Portal is. I'll just read that one more time just to make sure everybody has an opportunity to see that polling question. Have you ever viewed an IRS National Webinar recording from our IRS Video Portal? Take a moment and click the radio button that corresponds to your answer. I'll give everyone a few more seconds to make those selections. Okay, let's stop the polling now. And I'll check in with my team to see how the majority of you responded. Okay, it looks like 49% of you have viewed one of our IRS National Webinars on the Video Portal. So, excellent, almost half. That's good. Just a quick reminder that Video Portal is And this webinar and many from the past and other helpful ones on specific text topics are available for viewing at any time for free. It's an excellent resource to know about. So, I encourage everybody to try that. All right, we hope you received the polling question and you were able to submit your answer. If not, now's the time to check this pop-up blocker to make sure you have it turned off. Again, we have included several technical documents that describe how you can allow pop-up blockers based on the browser you're using. Just click on that materials dropdown arrow on the left side of your screen and download the content for your browser. Again, welcome, we're glad you joined us for today's webinar.

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. The webinar is scheduled for approximately 120 minutes. We want everyone to know that no personal taxpayer data was used for this presentation.

All data shown is just an example of what taxpayers and tax professionals may see. Before I introduce the speakers for today's webinar, we would really appreciate hearing from you. As you can see, this question on our screen, we'd like you to use the Ask Question field to respond.

We'd like you to take a quick minute, open the Ask Question field, and type in your response to answer this question. And I'm going to give everybody a minute or so to do that, because I know this will load faster on some people's computers, slower on others. We would like you to click that Ask Question field, and then answer these questions. So have you used the Tax Pro Account?

And just a simple yes or no. But then you can also help us out by letting us know, if yes, what did you use it for? And if not, what's the reason? And you've got some examples there, but feel free to type in. And whatever your specific reason is, you hadn't heard of Tax Pro Account before. B, you don't have a need for it. Your role doesn't involve authorizations of management, so you don't use Forms 2848 or 8821. C, you have no need for it. You prefer using paper, phone, fax. Or D, you find it difficult for yourself or your clients to register with to access online accounts. So that feedback will be very, very helpful for our presenters today. So we do really appreciate it if you take a minute and fill that out for us. I see a lot of responses coming in. So thank you all for submitting those. If you haven't submitted yours yet, we're asking that you simply open the Ask Question field and provide us with a response to this question. All right, it looks like most of you have that. Let me move on and introduce today's speakers. Today, we are joined by Nadia Bazarov and Adheet Gaddamanugu. Nadia 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 and global telecommunications and technology companies, where she led product strategy and development.

Nadia loves dancing, skiing, water sports, and spending time with friends and family. Adheet joined the IRS Office of Online Services in 2020, and he is the lead product manager for online account for individuals. Prior to joining the IRS, Adheet worked for consulting and education firms, and managed the delivery and operations of web applications and services. Adheet coaches' soccer for young kids and he's currently the coach for his son's team. All right, and at this time, I'm going to turn it over to Nadia to begin the presentation. Nadia, the floor is all yours. Thank you, Michael, and hello, everyone. Our agenda today will cover two topics. First, we will provide you with an overview and demonstration of the Tax Pro Account. Then, we'll give you an overview of the taxpayers' IRS Online Account. As Michael stated, no personal taxpayer data was used in this presentation and in this demonstration. 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've been engaging with the tax professional continuously since 2016 to develop the tools and services you need. Your input helped us launch Tax Pro Account back in 2021, and it continues to guide us to improve and expand the product you will see here today. In July of 2021, the IRS launched the very first release minimum viable product, as we call it, for Tax Pro Account, where the initial feature was initiating POA, Power of Attorney; and TIA, Tax Information Authorization. This is the first online authorization process benefiting taxpayers and tax professionals. At the same time, the IRS added an additional feature to taxpayers' IRS Online Account that allows taxpayers to review and approve or reject third-party authorization requests. POAs and TIAs initiated the Tax Pro Account and to sign those requests with a checkbox. The year 2022 was all about enhancing the experience with online authorization process and we launched several features there, such as saving work-in-progress while entering authorization request information. We launched in-app notifications and email alerts for taxpayers. When they have pending authorizations in their accounts, we also introduced in-app notifications and email alerts for tax professionals to inform them of approved authorizations. We also launched removal of unapproved authorization requests upon expiration, and we introduced the convenient print buttons, where you can print 508 Compliance PDF form did a completed authorization signed by you and by taxpayer. In 2023, we introduced the most significant expansion of Tax Pro Account capabilities, since the initial launch by delivering link a CAF feature, when used, opens the door to allow tax professionals to see all of their active authorizations on CAF, regardless of how those were submitted through Tax Pro Account or using the forms. The tax professional can now view individual and business taxpayer information like Balance Due. They can view all active powers of attorney and tax information authorizations, and withdraw authorizations in the real time. And the IRS remains committed to continue to expand Tax Pro Account capabilities and to add additional features and functionality as our resources allow. To access Tax Pro Account, you can sign-in with the same email and password you use for other IRS services, like e-Services or your individual online account. If this is your first time accessing IRS online services, you will need to create an account. The IRS sign-in process uses a private technology provider to verify identities. 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, including SSA and Veterans Affairs. A user who verifies their identity once with can use that same digital identity to access service from multiple participating federal and state agencies. You can get the Tax Pro Account from the homepage by navigating to the Tax Pro's tab in the top right corner of the page. And then click on Use Tax Pro Account. As you can see from the web page, Tax Pro account is not part of e-Services. It is a separate online tool for tax professionals. I would also like to point out that Tax Pro Account is different from Submit Forms 2848 and 8821 Online. You can compare the two options on The main advantage of Tax Pro Account 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 the forms by mail or by fax. When we click on Use Tax Pro Account, we get to the landing page. The Tax Pro Account landing page provides information about Tax Pro Account to include how it works, who can use this service, and a list of help topics to assist you in understanding and using this application. Before we continue, let's have our first polling question. Thank you, Nadia. It works. All right, audience, I hope everybody is ready. This will be our first polling question. Again, we'll take this one a little slow, I see in the questions and answers that we do have some folks that are not receiving the polling questions. So we will give you a little bit of extra time here to make sure that you can get those to pop-up. But for most of you, you should see this polling question coming up now. And click Question to register for a Tax Pro Account, you will need which of the following? So A, your email address; B, Social Security Number or an Individual Tax Identification number; C, a device with a camera; or D, all of the above. Take a minute and click the radio button that best answers the question. And, again, I'll give you a few more seconds to make those selections so everybody has a chance to receive that pop-up message. Okay, why don't we stop the polling now and we'll share the correct answer on the next slide. And hopefully everyone did well. As you can see, the correct answer was D. All of these three pieces of information will be required to register for a Tax Pro Account. And I can see, all right, audience, we had a successful answer rate of 89%. 89% of you answered that correctly. Excellent, excellent job. Great. Nadia, I will hand it back to you. Thank you, Michael. You can sign into the Tax Pro Account with either an existing account or create a new account with our trusted technology provider, 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 use the Tax Pro Account at this time. There are no business Tax Pro Accounts yet. From here, the tax professional can navigate to view Tax Pro Account authorization requests. They can access their profile where they can opt into email notifications and link their CAF. Once the CAF is linked, they can view the list of taxpayers. On this page, the users can also use a single sign-on link to access Transcript Delivery System, TDS; or they can select to request POA or request TIA authorization. Let's start with 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 the change here by clicking the edit link. At this time, the only email notifications being used our notifications when the taxpayer has approved your request for authorization. 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 notification. You will be prompted to enter an email address where you want this email notification sent. You will need to enter the email address twice to verify the address entered and typed correctly and is in acceptable email address format. Then you will click on the Save button. Of course, if you change your mind, you can click on the Cancel link. If you correctly entered your email address, you will receive a confirmation that your email notification preferences have been saved successfully. And of course, you can always go back to edit your email notification preferences again. Now, I'll show you how you can begin taking advantage of the new features we launched in 2023, such as viewing individual and business taxpayer information, viewing all your active powers of attorney and tax information authorization, and withdrawing authorizations in the real time. If you have not done this yet, you will first need to link your CAF. The profile section now has an option where the individual CAF number owner get link their assigned CAF number to their TIN. When you link your CAF number in Tax Pro Account, you associate it with your TIN in the CAF database. Linking your CAF is one-time process. Once your CAF number is linked, you cannot unlink it. To link your CAF number from your profile, select link a CAF number and follow the two-step process where you will request a PIN and then enter your PIN when you receive it.

When request a PIN is selected, the user will be prompted to enter their CAF number. Once you request a PIN, please allow one to two weeks to receive your PIN. The IRS will generate a CP310 letter containing your PIN and send it to the CAF address of records to your CAF address of records. Your PIN is valid for 30 days after the notice date. If you do not receive it, you can request a replacement PIN. When you receive your PIN in the mail come back to your Tax Pro Account for step two, enter the PIN. You will have up to five attempts to enter the PIN correctly. After that, your PIN will be invalidated and you will need to request a replacement PIN. If you did not receive or lost your PIN, you must wait at least 14 days from your last request before you can request a new PIN. Once your CAF number is linked, you can unlink it. If you choose not to link your CAF number, you will not be able to view and withdraw from active authorizations. But you will still be able to use Tax Pro Account to request POA and TIA, and to see your history of authorization requests submitted through Tax Pro Account. Once you enter your PIN and your CAF number and confirm your intent to link, you will receive an on-screen confirmation that the PIN was accepted and you can now proceed to view a list of your clients on the CAF that you just linked. Click the taxpayers tab, this list includes active POAs and TIAs from individuals and business entities submitted with forms and through Tax Pro account. If a taxpayer is not listed here, this can happen for the following reasons. Request submitted to a Tax Pro Account is not yet approved. For the status of your request, check under authorization request. You will not see it in the list also if an authorization request was submitted outside of Tax Pro account and just hasn't been processed. Or if a taxpayer revokes or you withdraw authorization. Or if a new authorization overrides an existing one. You will also not see on the list the authorization of the specific use power of attorney those are not recorded on CAF.

Select the taxpayer from the list to view details for this taxpayer, such as account balance and payment activity, as well as active authorization for that taxpayer. Click on the authorization to see all active authorization on CAF for the taxpayer. Select an authorization you want to see the details form or to withdraw from. If you want to withdraw from authorization, you will check the electronic signature box and click withdraw. The user will be able to cancel or confirm their request to withdraw an authorization. Once you withdraw, the authorization is immediately removed from the CAF database. The authorization is now withdrawn; the taxpayer will receive correspondence regarding the withdrawal CP0312 letter for individual taxpayers or CP0313 for business entities. In addition to viewing and withdrawing from authorization, you can also view a taxpayer information such as balance for individual and business clients and payment activity for individual clients. The taxpayer information shown in Tax Pro Account is limited to the forms and tax periods approved under your authorization. We'll now show you how to use Tax Pro Account to request an authorization. On the homepage, select to request POA or request TIA authorization.

Our demo today will show the steps to request a Power of Attorney. Before we go further, I just want to emphasize a tax professional is not creating a Form 2848 or 8821 through the Tax Pro Account rather these are online POAs and TIAs. This online POA and TIA are not the forms, and do not have the same whole functionality of the Forms 2848 or 8821, which I'll explain as we go through this online POA request process. After choosing to request an authorization, there will be Before You Start page appearing, providing detailed user friendly instructions to help tax professionals with initiating authorization requests. For example, this page will tell you that only certain tax professionals, those with designation codes of A, B, C, G and R, 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. Anyone with valid CAF number can initiate a TIA, Tax Information Authorization from 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. You cannot yet request a CAF number through the Tax Pro Account, we are working on this capability for the future. An authorization with multiple representatives can be created through Tax Pro Account, each representative creates an authorization request and the taxpayer signs all the requests on the same day. I'll give more detailed instructions on this a bit later. If the Tax Pro Account cannot be used to request an authorization, the regular Form 2848 and 8821 process is still available, including using the Submit Forms 2848 and 8821 Online platform, where electronic signatures will be accepted. You can also fax the form to the PPS for immediate assistance or fax or mail the form to the CAF. This is just the second half of the Before You Start page, providing detailed steps, so tax professionals will know what is expected through their authorization request process. We are now in step one. Step one starts with a tax professional entering their information, their name, CAF number and address. Tax Pro Account interfaces in real time with the CAF database to validate all entries. Because of this validation, you must use the exact information the IRS has on record. If the tax professional's 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 so that 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, these little blue question marks within the application to assist tax professionals. Just move your cursor over the help tips. 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 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, and it excludes territories. To check what the IRS has on record for your name and address, just look at any automated correspondence that IRS sent to you. You cannot use this application to update address. We validate against what IRS already has on its records. After completing the step one information, the tax professional clicks Next to proceed to step two. Before getting to step two, the IRS will validate the address with the information on the CAF and we'll check to see if the tax professional is in good standing. I want to point out the buttons on the bottom of this page. At this point, tax professional has the option of proceeding with creating the POA request or abandoning it by deleting it. If the tax professional clicks on the delete button, a confirmation box pops up to confirm the delete request before permanently deleting it. Michael, how about another polling question? Certainly, Nadia. Audience, after all of that wonderful information, so we want you to provide us with some feedback in the form of our second polling question. So this should be popping up on your screen now. And this question reads, who cannot request a Power of Attorney through the Tax Pro Account? Who cannot request a Power of Attorney through the Tax Pro Account? And you should see those options on your screen: A, an unenrolled tax return preparer; B, an attorney; C, a certified public accountant; or D, an enrolled agent.

Which of those cannot request a Power of Attorney through the Tax Pro Account? Take a moment, click the radio button that best answers the question. And I'll give everyone a few more seconds to make your selection. All right, let's stop the polling now and we'll share the correct answer on the next slide. And you can see the correct response here was A. So an unenrolled tax return preparer cannot request a Power of Attorney through the Tax Pro Account. And checking in with the team, 95% of you answered that one correctly. So great job, audience, 95%, that is going to be tough to beat. All right, Nadia, I believe I'm turning it right back over to you. That's right, Michael. Thank you. In step two, the tax professional will enter the taxpayer's information. This includes 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 filers, international filers, or individuals residing outside of the 50 United States. Supporting business taxpayers in the future is absolutely part of our plan, but starting with individual taxpayers made sense, since those authorizations represent approximately 85% of all authorizations submitted to the IRS. Like with the tax professionals' addresses, taxpayer addresses are limited to the 50 United States and the District of Columbia.

However, APO, FPO, and AFB military addresses are covered. The taxpayer's address must match exactly what the IRS has on record in order to pass validation. The Tax Pro Account cannot be used to update a taxpayer's address. If the taxpayer has recently moved, you will need to use the paper Form 2848 or 8821. 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 records with the IRS by looking in their online account or any written communication they received from the IRS. Starting with step two, you now have the option to save your request. Say, for example, you start a POA request but need to verify information with a taxpayer on the tax periods involved. You can click the Save button. When you click the Save button, 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 their authorization tab in their Tax Pro Account to resume their authorization request or it may be to delete an authorization request. You will get a confirmation that your draft has been saved and you can either proceed with the request or leave it and resume again at a later time. We got to step three. Step three 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 spousal assessment, and Civil Penalties. What is not supported in Tax Pro Account is specific use not recorded on CAF, think Line 4 on Form 2848, also not supported additional acts Lines 5A and 5B. We do not yet have an allowance to write in information, because of fully automated processing of data enter through Tax Pro Account. And we are also not currently supporting option to retain prior POA, which is Line 6 on Form 2848. If you can see these are simple POAs created through Tax Pro Account, leaving the more complex POAs to be submitted on Form 2848, which will be manually reviewed by the CAF unit. This simple POAs reduce workload on the CAF unit, which can assist in speeding up the processing of the more complex authorizations. 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, only a maximum of two tax professionals can receive copies of notices. 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 communication from the IRS regarding this taxpayer. I'll talk about how to have multiple representatives a little later in this demo. Once all entries are completed, the tax professional proceeds to step four.

But before we go there, let's have another polling question. All right, thanks Nadia. All right, audience, here's our third polling question. This one is a bit longer, so make sure to reread this question. This reads, on a single Power of Attorney form, what is the maximum number of representatives who can be designated to receive copies of IRS notices and communications sent to the taxpayer? On a single Power of Attorney form, what is the maximum number of representatives who can receive IRS notices and communications that are sent to the taxpayer?

Your options are pretty simple. You can have one representative, two representatives that can receive copies of IRS notices and communications of the taxpayer. You can have three; or D, any number of representatives. Take a moment, click the radio button that best answers the question.

And I'll give everyone a few more seconds to make those selections. All right, we are going to stop the polling and we'll share the correct answer on the next slide. All right, you should be able to see the correct response here was B, so two representatives can be designated to receive copies of IRS notices and communications sent to a taxpayer. So it is a maximum of two. And it looks like our correct response here was 55% of you answered that one correctly. This one's always a tough one. So Nadia, is there any additional clarification you can give us on that?

Sure, Michael. Only two tax professionals can elect to receive copies of IRS notices and communications sent to the taxpayer. Because with our automated processing in Tax Pro Account, our application and backend system cannot tell which two tax professionals should receive the notices and communications. So if that happens, all of the authorization requests will be rejected. I hope that helps, Michael. Okay. Yeah, I think that clears it up. So thank you for that. And I will turn it right back over to you. Thank you. We are in step four. Step four gives the tax professional the opportunity to review the authorization before submitting it. The tax professional should review all entries for accuracy and they can 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. Also, that they are subject to Circular 230, and that they are authorized to represent the taxpayer for the tax matters and tax periods on the authorization. This is done by checking each of the boxes for each declaration. The representative will also indicate their designation, their credentials A, B, C, G, or R, and where necessary will enter the state, their license to practice and their license or certification number. To find this POA, the representative checks the electronic signature box. This checkbox will be accepted in place of a handwritten signature.

Step 5 is the confirmation. This is a confirmation of request submission. This is not yet a confirmation of an active authorization. Remember, we still need to get the taxpayer to review and approve this authorization request. This is just the second half of the submission confirmation. Upon submission of the request for authorization to the IRS, the IRS will validate that the representative isn't good standing before the IRS. We do this checks multiple times throughout the process. We will also validate the taxpayer's name, address, and TIN. Tax professional will not be told if taxpayer information is incorrect and fails validation. This is an IRC 6103 issue. Since the authorization is not yet complete and active, the IRS 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 received the request for authorization and if the taxpayer did not receive the authorization request to confirm the entered information is correct. If for some reason the request is not successfully submitted to the IRS due to a system error, the tax professional will get a notification so that they can try it at the later time to submit the request. Once the tax professional successfully submits the POA or TIA request, and if the taxpayer has opted into receiving email notifications, the taxpayer will receive an email like this one directing them to check their online account for notification. Let's now take a look at the taxpayer's Online Account to go over what the taxpayer needs to do regarding their authorization request. Taxpayer must log into their online account and look under their authorizations tab to see the list of online requests from their tax professionals. They may also notice the notification to review your authorization request, which would also direct them to their Authorizations tab. The taxpayer can view authorization statuses and select the authorization that needs their action. It will have approve or reject next to it. Taxpayer reviews the authorization information and confirms that it covers the tax matters and tax periods intended. The taxpayer can also see their representative credentials, Attorney, CPA, Enrolled Agent, and so on. This is the second half of the page where the taxpayer can select to approve or reject an authorization request. If the taxpayer selects to reject this request, they will be asked to confirm the rejection, just to minimize the chances of an accidental rejections.

Taxpayers will also receive a confirmation when an authorization request is rejected by them. 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 on their authorization is true, correct, and complete. They will then click Approve Request. After taxpayer signs and approves authorization, the IRS checks again if the tax professional is in good standing. If authorization clears validation, it is posted immediately to the Centralized Authorization File.

After taxpayer signs and approves authorization, we do this second good standing check just in case that between the time the tax professional requested an authorization and the taxpayer approved it, the tax professional fell out of good standing. The taxpayer will receive success message when the IRS approves the authorization and the authorization is now considered active.

As I mentioned earlier, creating online POA with multiple representatives is possible. Let's go over some of the details. So the Tax Pro Account does allow this ability just like the paper Form 2848 to create POA with multiple representatives. This also works for the TIA or Form 8821.

To create POA with multiple representatives, each tax professional will need to initiate authorization from their own individual Tax Pro Account or the taxpayer covering the same tax matter and tax period. Only two of the 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 what is very important is that to make that POA with multiple representatives possible, the taxpayer must sign all authorization requests 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 this. An authorization may fail, if the tax professional is no longer in good standing, the taxpayer signed authorizations on the same day that have that same tax matter but overlapping tax periods. For instance, one POA for the same tax matter has tax periods from 2017 to 2021. But the other POA for the same tax matter has tax periods from 2020 to 2023. You see, there is an overlap. If more than two representatives or designates for the same tax matter and period requested that notices and communication be sent to them, the tax professional will not receive a failure message due to that IRC 6103 restrictions. They are not yet authorized to receive private taxpayer information. Michael, do we have another polling question? Yes, we do, Nadia. All right, audience, here's our fourth poll question. So take a minute to read through this one as well. This one's a bit long. But select the best response that completes this statement. An authorization with multiple representatives can be created through the Tax Pro Account, but only if: A, each tax professional initiates their 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 that mirrors one of our prior polling questions. Can you term two tax professionals? C, the taxpayer signs all the Power of Attorney forms on the same day; or D, all of these actions are taken, all of the above. Take a moment, read through the question again if you need to, and click the radio button that best completes the statement, and we'll give you a few more seconds to make those selections. Okay, we will stop the polling now and share the correct answer on the next slide. And hopefully many of you came to the conclusion that the correct response here was D. All of the above actions are taken. All right, an excellent kind of a list to keep in mind of what actions are needed for when you have multiple representatives. And it looks like 86% of you got that one correct. Great job audience, everyone's doing great. Nadia, looks like I'm turning it right back over to you. Thank you. The tax professional and the taxpayer will be able to print a physical copy of fully executed POA or TIA. Here is an example of an approved authorization which shows the electronic signatures of both parties, the taxpayer and the tax professional. After the taxpayer approves POA or TIA, if they receive confirmation screen seen earlier in this demo, the tax professional who has opted in to receive email notifications will receive this email directing them to Tax Pro Account where they can view recently approved authorizations. Let's now go back to the Tax Pro Account site to show what the user will see there. The tax professionals will have ability to view authorization statuses pending approved or draft. This will not reflect an authorization revoked by subsequent authorization. The IRS cannot show the status because of IRC 6103 constraints. The tax professionals will also be able to view and cancel pending authorizations.

And the tax professionals also have the ability to print a copy of the authorization either at handy print button. It will print 508 Compliance PDF form. Here is an example of 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. Here is an example of an approved authorization which shows the electronic signatures of both the taxpayer and the tax professional. See how easy that was to use Tax Pro Account to submit and manage authorization.

We thank you for joining us on this journey to discover the capabilities of the Tax Pro Account offers today. And we're looking forward to staying in touch with you and bringing you the new and exciting capabilities as we continue to expand and improve our product. You know just some of the features who are working on or planning for the future. We plan to implement request a CAF feature. Remember today, Tax Pro Account can only be used if you already have a CAF number assigned. We're also planning to add virtual assistant and live chat and integrated secure two-way messaging. And we have big plans supporting business taxpayer and tax professionals working as part of tax professional business. But we're also looking in the future to allow taxpayers to view their list of active authorizations and to revoke authorizations. They will go to their individual online account for that in the future. This concludes our demo of Tax Pro Account. Before I turn this over to Adheet to start the Online Account section of today's webinar, we want to hear from you. I will turn it over to you, Michael. All right, thank you so much, Nadia. All right, audience, so again, we would like to hear your thoughts and to help us out here, please again, use that Ask Question button on the left side of your screen. So you'll want to open that up and take a look at the questions that we have for you on the screen and type in your answers and be sure to hit the submit button, otherwise that doesn't. The questions or responses here won't actually reach us. So click the Ask Question box on the left side of your screen, type in your responses to these questions, and then be sure to hit Submit. So things that we'd like to hear and like to know from you. One, did you learn anything new about Tax Pro Account in today's demo? Simple yes or no. What is your favorite feature of the Tax Pro Account?

What is working? What do you like the best? Three, is there anything you dislike about the Tax Pro Account? So what isn't working or what could work better? Tell us try to be specific of what feature of the Tax Pro account you dislike? And four, what new features would you like to see included in Tax Pro Account in the future? I think that one's the most important. So please do give us those recommendations. We will try to compile all those in the background and make sure the right people get those responses. So again, if you're just looking at this quickly, you'll open the Ask Question field and then type in your responses to these questions. All right, so while everyone is doing that or finishing up your statements, we will now move on to our Online Account segment. So joining us for the online account is Adheet Gaddamanugu. So Adheet, if you are all set, the floor is all yours. Thank you, Michael. Let's start off by defining Online Account. Online Account is a self-service tool for individual taxpayers to securely access their account information and to digitally perform their interactions with the IRS. Today, we'll walk you through how to get to Online Account and go through the current features. This is the homepage. You can navigate to the online account landing page by clicking on Sign in to Your Account or by entering into your browser. The IRS now provides three types of online accounts namely for individuals, businesses, and tax professionals. Taxpayers can select the option for individual. Clicking on the button will take the user directly to the sign-in page. Clicking on the link below the button will take users to the landing page for the Online Account for individual taxpayers. This is the landing page for Online Account. 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 in to Your Online Account button will allow you to log in with your username and password or registered 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 view 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 the View Balance Details. Next, Chad will be shown account notifications via the notifications box on the top right side of the account homepage. The notifications box provides taxpayers with timely and relevant account information, account notifications specific to their personal online account.

The development of this feature stemmed from direct feedback from taxpayers and an analysis of Online Account usage data. We found that taxpayers wanted to be notified of important account information that needed their attention or action when they're in online account. Data on application usage also shows that informing taxpayers of relevant information further drives feature usage and lowers completion time for several tasks. As we can see, Chad is shown two notifications in the Notifications box. The first one is to turn on email notifications. And the second one is to go paperless for certain IRS notices. Chad can click on the links in the Notification box to navigate directly 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 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 like 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 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 from 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 several notice types in the Notices and Letters tab.

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 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 there. This profile page displays basic taxpayer information, including full name, mailing address, email address, and information instructions on how to change other profile information. Taxpayers are shown the mailing address we have on file. Currently, taxpayers must submit Form

8822 if they'd like to make changes to their address. Later this year, taxpayers can update their domestic address directly within the profile page without the need to submit Form 8822. Also available in profile is the ability for the taxpayer to add bank accounts, go paperless for notices available digitally, as well as to sign up for email notification. 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 notice becomes available to view or when there's a pending request from a tax professional. Taxpayers can update those preferences by selecting Edit, then the appropriate checkbox, and then clicking Save. They'll soon be able to receive additional email notifications as we continue to add new notification types. Let's now take a look at how a taxpayer can go paperless. Taxpayers can go paperless for notices available digitally. Going paperless is easy. Taxpayers can go paperless by clicking Edit, then Online. Clicking on Save will save those preferences and display the confirmation message. Going paperless will only apply to the digital notices available within the Notices and Letters tab. We are continuing to iterate and make improvements to this paperless option. Taxpayers can add up to five bank accounts within their profile, eliminating the need to enter bank account information repeatedly while making payments. Entered bank account information is validated and bank name is displayed to minimize errors. Taxpayers can add a bank account by clicking Edit, choose the account type, checking your savings, then enter bank routing number, confirm it, and then account number and confirm it. Clicking on Submit will save the bank account and display the confirmation message. Taxpayers may also delete a saved bank account by clicking on the Delete button for that saved bank account. Let's now pause for a polling question. Michael? All right. Thanks, Adheet. Okay, audience, here is our fifth polling question. And I am still seeing some comments that these are a little slow to load. I'll make sure to give you just a little bit extra time. This polling question reads, which notifications appear in the Notifications box? Which notifications appear in the Notifications box. What taxpayers would essentially have the option to A, turn on email notifications; review an authorization request; go paperless for select IRS notices; or all three of those notification options appear in the notifications box. All right, hopefully you are seeing that on your screen. You have an opportunity to select the radio button that best answers the question. I'll give everyone a few more seconds to make those selections. Okay, and I'll ask everyone to make their final selections now, and we will close that polling question. And share the correct answer on the next slide. Right, and we can see here the correct answer was D, all three of these notifications here in the notifications box. Taxpayers can turn on email notifications; review authorization requests; and go paperless for select IRS notices, and it looks like we had a response rate of 94% correct, 94%. Very nice, very high. All right, Adheet, I will then hand it back to you. Thank you, Michael. Continuing our tour of Online Account. If this taxpayer Stacey 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, we can see that the tax year is now over, now on the right side of the page towards the bottom, she can see the breakdown for 2018, which shows the penalties and interest she has accrued. This can also include other types of balances she might owe, such as a Form 5329 balance or civil penalties. Now that Stacey has understood her balance, she is ready to make a payment. The Make a Payment button is one the left. Stacey is now in the make a payment flow, where she can choose How to Pay. She can pay by bank account or she can pay by card, which will route her to an external website. Stacey has chosen to pay by bank account here. Next, she will select the type of payment and as you can see, there are multiple types of payments she can make, such as her 2022 income tax payment or make a monthly minimum payment if she is in an installment agreement or she can pay her balance in full. There are other types of payments listed here as well, such as for amended returns, estimated tax payments, to file an extension, or proposed tax assessment.

She can choose to make a same-day payment or schedule a future payment up to 365 days in the future. If Stacey has a saved bank account, she can choose to use that or choose to manually enter information for a different bank account. After she selects her email confirmation, she will click Next. Here, the taxpayer is in step three of the flow and she needs to review and submit her payment. If she said yes to receive an 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. Stacey is now ready to submit her payment. Here, Stacey receives an immediate confirmation of her payment.

She will also receive an email confirmation if she had requested it. On this page, the taxpayer can view all payment activity including pending or scheduled electronic payments, process payments, and return and cancel payments. If Stacey chose to make a same-day payment, it would show up here immediately as a pending payment. If Stacey had selected a future date for the payment, it would show as a scheduled payment. Payments will appear here as scheduled until approximately 4 days before processing, and then show as pending until they become processed.

Taxpayers can see 5 years of payment history on this page as well. Let's now pause for another polling question. Michael? Sure thing, Adheet. All right, audience, here is our sixth and final polling question. This question reads, taxpayers have the option to make which type of payments, as Adheet just covered with us? So which of these options are types of payments? A, payments towards their balance or installment plan; B, amended tax return payments; C, proposed tax assessments; D, future payments up to 365 days ahead of time; or E, all of the above. And I'll give you a few more seconds to review that question. And take a moment, click the radio button that best answers the question. And we'll give you a few more seconds to make your final selection. All right, we are going to stop the polling and move to the next slide to share the correct answer. All right, and the correct answer here was E, all of the above. So, taxpayers have all of these options to make payments. And it looks like we did very well again, audience 92% correct on that one. Well, thank you to everybody for answering. And Adheet, it looks like everything is going well. I'll hand it right back to you. Thank you again, Michael and great job, audience. Okay, 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, Payments. Taxpayers with a balance can also select the chat option, a virtual assistant enables the taxpayers to find the relevant information and features to address their needs. Taxpayers needing further assistance are directed to an IRS live chat assistor. 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, apply for a short-term payment plan, or apply for a long-term payment plan. payment plan. Before they decide, they can see if there is 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 pay-off amount including penalties and interest, the 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 of service by checking the box and clicking Submit. Here, the taxpayer will see an immediate approval confirmation of the plan they set up. If approved, this page will provide the same details as the plan summary details confirming what they had agreed to. We have recently also launched the ability for taxpayers to revise the payment plan that they have already set up. 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 adjusted gross income, that is their AGI, if they are switching from one tax software to another, and they can easily look it up here rather than looking through their whole transcript. If they need a full transcript Technical Difficulty. Adheet, we may have lost you. Audience just bear with us for a second. We will see if we can get Adheet back on the line.

All right, we'll just take a quick break here and just bear with us for a minute while we try to get Adheet back with us. Michael, I think I can pick up for Adheet until he comes back. This is Nicole. Okay. Oh, great. That would be great, Nicole.

Thanks a lot. We were on the tax records slide. So this page, as Adheet was saying, has a summary of key information from the most recent tax return on file, and I'm on Slide 122. This return summary will update to whichever is the most recent return we have on file. And we know taxpayers often need their AGI, 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 do need a full transcript, though, they can access those from here, too. Taxpayers may also view past information regarding their Advanced Child Tax Credit payment and economic impact payment. Hi, this is Adheet. Sorry, I got kicked off. I'm back in the meeting, and I'll continue the presentation. Thank you. Okay. Adheet, I'm on Slide 123. Thank you. 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 site, so users can seamlessly toggle between English and Spanish on any page. The entire Online Account content has been translated into Spanish. We have several new features that we have launched: Tax Pro authorizations; create a short-term or long-term payment plan; available in Spanish; manage notification preferences; opt-out of paper notices; make current day payments and schedule future payments; view payment activity and digital copies of select IRS notices; save bank accounts; use a virtual assistant and live chat; also, update address on file is planned to be launched soon. Michael, that's all we have. Over to you. All right. Thanks a lot, Adheet, and glad to have you back. You joined right back in. It didn't take long at all. Thanks. All right. So thank you both Nadia and Adheet for covering all the details about Tax Pro Account and Individual Online Account. This has been very helpful for everybody. Just a quick reminder to everybody, I know this is a lot of technical information that we're covering today, but recording and transcription of everything that our speakers have talked about will be available on the recording version of this video. And you'll be able to find that at And that will usually get published within a couple weeks of today. So for now, we will now begin our question-and-answer session. So earlier I had mentioned we do want to know what questions you have for our presenters. I see a lot of questions in there so far, so thank you to all those folks that have put their questions in. But this is still your opportunity, if you haven't input your questions already there is still time, so go ahead and click on the dropdown arrow next to the Ask Question field and then type in your question and again be sure to hit Send. If that Send button is not hit, we do not see the question. Nadia and Adheet are staying on with us to answer your questions. Now, one thing before we start we may not have time to answer all the questions submitted, but we'll answer as many as time allows and we do appreciate all of your questions. They not only help our attendees of this webinar but they help our team determine, what issues users are experiencing and what we can improve. So if you have any questions again at all about the Tax Pro Account or Online Account, please take a moment and enter those now. All right, let's get started with these questions.

Okay, the very first question we have, this one reads, I have a CAF number, so that's our Centralized Authorization File, CAF number. I have a CAF number, but what is the PIN number about when linking the CAF number to your Tax Pro Account? Nadia, I believe that would be a question for you, Tax Pro Account. For sure. Thank you, Michael. And I'm glad you asked. This is part of the new features that we launched just a few months ago over this summer. We now give you an option to link your CAF number to your TIN. This pairing will be permanently written to the CAF database. So help us validate that you are the rightful owner of the CAF data in order to show you a lot more information in Tax Pro Account than you have ever seen before. So what is the PIN number? If you want to link your CAF number and you would want to do that, if you want to see the entire inventory of your active authorizations on file, on CAF, that includes all of your active POAs and TIAs. If you want to see your client's information for the time periods that you have authorization for, and if you want to have an option to be able to withdraw from authorizations in real time, that's why you would want to link your CAF number. When you go to your profile in Tax Pro Account to link the CAF number, you will see that it is a two-step process. Step one is to request the PIN that's the PIN that we are talking about here. And step two will be to enter the PIN to complete linking your CAF number to your TIN. So the PIN number that will be requested in step one will be emailed to the CAF address on the record. And this might take a week or two and when you receive it, you will go back to Tax Pro Account to complete that linking a CAF process. So once again, the PIN number that we talk about quickly in the context of Tax Pro Account is the PIN that you request to link your CAF number to your TIN in CAF database. I hope that clears it up a little. Okay. I think so, yeah, that answer is the question in my mind.

All right. Okay. Very similar question right along those lines. So this question reads, it says it takes one to two weeks to get your PIN, but this person applied before Christmas, December 25th, and that they have still not yet received anything. And I don't worry if you can't provide a specific date. I'm sure the process won't be exactly the same or the same timeframe for everybody. But they're asking, should they apply again or simply be patient? What's your recommendation? Uh-oh. Well, I hope that, yeah, we're not perfect. First of all, it's possible that we might have a glitch in the system. So that said, so I just wanted to reiterate that the address that you would expect to receive your PIN is the address associated with your CAF. So we had actually a lot of instances where tax professionals were expecting to get their PIN at the different address than the one registered for that particular CAF. We had one case where the tax professional had PO box on their CAF number and totally forgot about it. And I'm not trying to imply that this is your case, but just wanted to reiterate that this is the address where you would receive your PIN. But like I said, we're not perfect. We might experience the system glitch and considering that you requested your PIN before Christmas, we are coming on almost a month. So I would suggest to request another PIN. It's been more than 14 days, so you will not have an issue requesting a replacement PIN. And I really hope you get it this time. But if you continue to have an issue, let us know. We will work with you to resolve this issue. And when you do, if you do decide to reach out to us, just make sure you do not send any PII, but just start with some non-personal identifiable information and we can start working on this issue for you.

Okay, thanks for that, Nadia. Adheet will come to you with this one. I believe this one is a little more geared towards the Online Account. And now this question reads, where would I find instructions to access client's tax information using my tax professional login? And maybe just discuss with us, is that feature available for Online Account and your thoughts? Thanks, Michael.

I would actually turn that question back to Nadia, because I do think that that's talking about guidance to the tax professional. And you're right, Adheet. Thank you. So, in Tax Pro Account, once you link your CAF number, you will have access to the list of your taxpayers to your clients that includes individual and business entities for whom you have active authorization associated with that CAF number. So, the instructions that you are looking for: first, I would suggest you go to the Tax Pro's tab on And when you select Tax Pro Account, it will have a lot of information, including help topics. And I hope you would find what you are looking for there. But the simplest instruction that I would give would be to log in to Tax Pro Account, link your CAF number, and just click the Taxpayers tab within the application. And that will show you the list of your clients. And if you will see their information, which now, today, it includes balance due details, and it includes payment information for individual clients. And for the business clients, it includes balance due, but we are working to expand the list of information for the clients that we will be able to show to the tax professional in Tax Pro Account. And keep in mind, this is the same information for the client that your client will see in their Individual Online Account, but we are pulling the same data through to show you in Tax Pro Account. The only difference is that you might not see all of the information for the client since we are only showing you the information that you are authorized to see. So again, go to, use Tax Pro Account and scroll down to see the list of help topics or log-in to the application and you will see the same information and a bit more when you go to any of the tabs of interest in the application. If you click on Taxpayer's tab, there will be help topics there.

If you click on the profile link, you will see the list of appropriate relevant topics under a link to your CAF. Thank you, Michael, back to you. Okay, great. Thanks for clarifying that. I was a little confused on that one myself, so good clarification. Okay, I think this one is definitely geared for online individual accounts. So this one asks, will the IRS online individual accounts be updated sooner with W-2, 1099 information, et cetera, for the 2023 tax year? And I guess the question would be, do you happen to know when those documents are uploaded or available on the individual online accounts? Thank you, Michael. So this is a great question.

Thank you for this question. So currently, an online account is not set up for taxpayers to be able to access these documents for current filing year. You can access past year documents as part of your transcript that were part of previous tax filing submissions, but documents that you're looking for 2023 tax year to submit your latest tax filing, they are not available in online account at this time. I'm glad you asked the question, because we're actually working on a feature to enable that, but that won't be ready until tax filing season next year. So it will be 2024 tax filing documents, so those will be W-2s that we receive from employers that we actually get through the Social Security Administration, and 1099 and other documents that we receive from financial institutions, things like that. The taxpayers can collect all the documents that they need to make sure that the information is entered in in order to file their tax. So currently not available in online account and we're working on a feature to make that available starting next tax filing season in 2024. Okay, good to know, good to know, because, yeah, I think that'll kind of remove any frustration that people were expecting those to be there but not finding them. That's good to know that that feature is not yet available but is coming in the future. So thanks for clarifying that. This question may apply to both Tax Pro Account and Online Account. So the question reads, when will the online service be available to out of country tax preparers, so for Tax Pro Account, but maybe you both could answer this question, is Tax Pro Account available to out of country tax preparers and is online account available to out of country taxpayers? I can start. We do not yet have it on our immediate roadmap for the next year, but we are constantly working to update our future list and our future roadmap. So I will definitely look into the possibility of extending our service to out-of-country tax professionals, because today we are only supporting both sides, tax professionals and taxpayers served through Tax Pro Account. We are only supporting those residing in the 50 United States and the District of Columbia, and not yet supporting territories and foreign filers, but we will look into getting this to our future roadmap. Okay, good to know.

Then, Adheet, any comments on Online Account and taxpayers out of the country being able to use it? Thanks, Michael. Glad you were able to make that distinction and ask for both products to comment on this, because Online Account is accessible by taxpayers outside of the U.S., and there are lots of taxpayers outside the U.S. who do access online. It actually is the best mechanism for them to access their tax information. So the account creation for the online account users and a lot of our other digital services and IRS they use is And can be used, the account can be set up while residing in foreign countries. Obviously, in order to access IRS Online Account, you need to have a tax submission, you need to have a Social Security Number. So it's not like anybody in the world can access this. But as long as you do have a tax submission in the past, you do have a Social Security or an ITIN, you are able to set up an account. You are able to access online account using authentication, including the two-factor authentication that requires. Other than cell phone validation, there are other mechanisms to validate like email. So people residing in foreign countries are able to both create the account and also go through authentication in order to access Online Account from anywhere across the world. Okay. All right, good to know. So quick summary then, Online Account, any taxpayer around the world and then Tax Pro Account, we are actively working on that or it is something to consider for the future. All right, thank you so much for those answers and your input on them. All right, let's move on to some other questions. This one may be a little bit simpler. Nadia, I think this one is for you with Tax Pro Account. And the question is simple. How do I update my CAF address? All right, thank you, Michael. So update your CAF address, you can either sign and date a written notification of address change, and then mail or fax it to the location where you'll file the Form 2848 or Form 8821. Or you can submit an authorization with Form 2848 or 8821, and right there on the Form, mark the checkbox and enter the new address, phone, and fax number. Unfortunately, the address cannot be updated in Tax Pro Account at this time. But I hope one of those two options that I gave you would work for you. Okay. All right, thank you for that. I apologize, I'm trying to read through these questions to get to the next one. Let's see here. Well, and then Nadia staying with you, I guess along those same lines. So this question reads, can you talk about uploading Power of Attorney and provide an answer as to how long does it take to process? How long should a tax practitioner expect a Power of Attorney form take to process? Maybe you could cover the two different options available to you.

Absolutely. And I'm glad you mentioned two different options, because if the question suggests this is not the question, this is not referring to Tax Pro Account. So IRS has two online options to submit Power of Attorney, and that's of course outside of the traditional legacy channels where you mail and fax paper form. Well, option one for us, because we're all about making it easier and in real time, right, is to use Tax Pro Account where you would not upload the form. We are not requiring forms. We are not dealing with forms. You'll use Tax Pro Account and interactive online POA process. This is just a sequence of pages that I walked through in this demo. You would enter all of the data. For this POA process, you will electronically sign and submit that POA to your client's individual online account. And as soon as your client approves your request for POA, it is processed to pass database immediately. There is absolutely no wait. There is no delay. This is real-time process. Now, there is another option that IRS offers you to get POA to us, and that is using completely different products on, which is called submit form. And you can access this product, again, by going to and clicking on the Tax Pro's tab at the top of the page at the right hand corner. So you can select to upload the form, and again, it will guide you through the process. And that process speeds up that first part of the process. So it lets you submit the form online. Let's say you have the form signed by the client already. You authenticate yourself as a tax professional, and you can submit that form. However, the second part of the process, once the IRS CAF unit receives that form, that process is manual, and that is first in, first out process. So from the moment the CAF unit receives the form that you uploaded, they will manually process it to CAF database. It basically, your form, your POA will get in a queue with the rest of the forms, authorization forms submitted through all of the legacy channels. So really using Tax Pro Account will make it a lot faster for you to get your Power of Attorney active. If your client has access to their Individual Online Account and signsthe form, get the process right there in the real time.

Michael, next question? All right. Thank you, Nadia. Well, Tax Pro Account, fastest, quickest way to get Power of Attorney forms processed. Excellent. Okay. Now, this next question, I believe this is asking about the new document upload tool and its availability on IRS notices. And so, if either of you don't have a specific answer to this question, I'm not sure if you're involved with the document upload tool as well or anything, but feel free and we can get this one. But this question reads, I've heard you can now respond to online to IRS notices rather than mailing or faxing them. And that is true that's using the document upload tool. But the question is how does a taxpayer or a tax professional do that? This person says they have an IRS' Tax Pro Account, but they don't see anything on the Tax Pro Account page regarding the document upload tool. Would either one of you want to comment or provide any additional insight on that? I can start. I believe this question that refers to the use of secure two-way messaging to correspond to the IRS for that limited number of cases for which secure two-way messaging is available such as audit and exam cases. And we have not yet integrated secure two-way messaging into Tax Pro Account, but this is something that we are actively working on. And we hope to have this capability relatively soon. We hope that's even 2024. Once we integrate secure two-way messaging the tax professional will be able to access that secure two-way messaging communication on behalf of the taxpayer and respond to the IRS communication in the context of those limited exam and audit cases. Secure two-way messaging, however, was already integrated into Individual Online Account, and I will let, Adheet, to brag about that capability that they have integrated with individual account already. Thank you, Nadia, and you are right. So we do have a secure two-way messaging feature in Online Account, Individual Online Account, that is currently limited to just responding to certain types of audit, which is IRS initiated communication, and that allows the taxpayer to provide information and also document upload in order to respond to those.

However, that is very limited right now in the number of audits, in the types of audits that users may use that capability to respond to. I see that this question is more focused on responding to notices, and Michael, you are right that the larger IRS solution for that is really our document upload tool, the DUT, which is available without the need for creation of any account that the taxpayers can use that tool in order to digitally respond to any notices. So submit documentation as part of that. We currently don't have similar capability with being able to respond to all digital notices in Online Account, Individual Online Account, but we have, it's on our roadmap to build in FY 2025. So we are working on that and we hope to have that delivered and that will enable the user to digitally respond to all digital notices and in a more enhanced fashion than the current digital upload tool that we have, wherein we can pre-populate a lot of the user information, allow users to document that are already available within Online Account, be able to seamlessly attach those, and for taxpayers to be able to see a history of all their previous submissions. So enhanced document upload and submission capability, and we're planning for that in FY 2025. Right, excellent information. Good to hear. And we really do appreciate hearing your insights in addition to just the standard information that the IRS publishes. So we really, really appreciate you answering questions today and giving us just that your personal insights and what we can expect in the future. All right, we are nearing our ending time, so unfortunately we do have to end the questions there. That is all the time we have for questions, but we definitely want to thank you, Nadia and Adheet, for sharing your knowledge, your expertise, and helping us out with all of these questions-and-answers. Audience, if you do have additional questions, we do have a few minutes left in the webinar, so even though we won't get to them, please do feel free to type those in, Nadia and Adheet's teams review those questions and use those in their evaluation of what features to put on their roadmaps for improving these tools. So it's very appreciated. But, okay, before we close out our session here, Nadia and Adheet, do have some key points to share with you. So Nadia will start with you first.

Do you have any key points you want the attendees to remember about the Tax Pro Account? Thank you, Michael. We do have a few takeaways for you. We would like you to know about today you can do more of the Tax Pro Account than you could ever do before. With all of the new features and capabilities launched this year, you can view all of your active POAs and TIAs in Tax Pro Account. You can view individual and business taxpayer information and the list of things you will be able to see for your clients for only goal from this point on. You are now also capable to withdraw from authorization in real time. And, of course, you can continue and we encourage you to use Tax Pro Account to send a POA or TIA request to your client's Individual Online Account. Get started, please just sign in and link your CAF number in your profile and that will open a lot of opportunities for you in Tax Pro Account. We also want you to remember that the Tax Pro Account is different from submit forms online. And I just walked over this when I was answering one of the questions. Those are two different applications, two different platforms.

And Tax Pro Account is really different from all other methods of submitting authorizations to the IRS. Tax Pro Account does not use forms; it does not require forms. And the main advantage of Tax Pro Account is that once your request for authorization is approved by the taxpayer, it is processed to CAF in the real time. You do not have to wait as you deal with other methods of submitting authorizations. We also would like you to remember that in order for the IRS to validate an online POA or TIA, you must use the exact address on file with the IRS. And that applies to both your information as tax professional and your client, the taxpayer. Another thing to note when you request the PIN to link your CAF number to your TIN, that PIN will be mailed to the address listed on your CAF. So please check your CAF address. This is POA box. If this is address that you have not used in a while, please check to make sure their address is correct when you request the PIN to link a CAF. We believe the power to submit and manage authorizations and access your client information, right at your fingertips will make your work a lot easier. So please, please give us a try, dive in, go to the Tax Pro Account today, and if you love it as much as we think you will, help us spread the word. Michael, that's all the key points I have.

Back to you. All right, thank you so much, Nadia. All right, Adheet, how about your key points for Online Account? Thank you, Michael. Yes, we have a lot of key points for Online Account. If you haven't already, we encourage you to log-in to your Online Account. Your personal Online Account, and please, please tell your clients about it too. It will expand a lot of what your clients can do and how you can help your clients too. So please, please access your own personal Online Account for your personal taxes, and please also encourage all your clients to use it.

And that is the quickest way and the most efficient way to get your clients' authorizations.

Taxpayers can view their balance, tax records and notices, make and view payments, view payment plan details, view account notifications, and view their address on file. Additionally, they can make a same-day payment or schedule future payments, set up a payment plan if eligible, view and approve authorizations, view digital copies of select notices from the IRS. And they can opt out of paper notices, opt-in to email notifications, view in Spanish, view virtual assistant and live chat and save bank accounts. Now, I'll turn it back over to you, Michael. Thank you. All right.

Thank you, Adheet and Nadia, again, thank you both so much for joining us today. All right, audience, we are planning additional webinars throughout the year to register for all upcoming webinars, please visit, you can do a keyword search for webinars and then select the Webinars for Tax Practitioners or Webinars for Small Businesses links. When appropriate, we will be offering certificates and continuing education credit for upcoming webinars. We invite you to visit our Video Portal at There you can do archived versions of our webinars.

Please note continuing education credits or certificates of completion are not offered if you view any version of our webinars after this live broadcast. Again, a big thank you to our panel and our speakers, Nadia and Adheet, for a great webinar today, sharing your expertise, answering all of your questions, and I also want to thank you our attendees for attending webinar, Digital Day by IRS' Online Services. If you attended today's webinar for at least 100 minutes after the official start time, you will receive a certificate of completion that you could possibly use with your credentialing organization for two possible IRS CE credits. If you stayed on for at least 50 minutes from the official start time of the webinar, you'll qualify for one possible IRS continuing education credit. Again, the time we spend chatting before the webinar started does not count towards the 50 or 100 minutes. Now, one important note I definitely want to add is that, tax professionals you do need to know that regarding these certificates of completion, the certificates are emailed to qualifying participants from the email address that you can see on this slide. So the, please make sure to add this email to your email contacts to ensure that you receive the email with the certificate attached as a PDF.

Don't want these getting lost in your spam folder or possibly being blocked by your email server.

If you're eligible for continuing education from the IRS and you registered with your valid PTIN, your credit will be posted in your IRS PTIN account. If you provided a PTIN and you qualified for CE credit, your first name, last name, and PTIN have to match exactly with the information in your IRS PTIN. If it does not match, it will reject and we will not be able to upload your continuing education credit. But that happens, we have to wait for you to email us with the corrected information. If you qualify and you haven't received your certificate or your credit by February 12, 2024, and please email us at that address you see on your screen, And if you're interested in finding out who your local Stakeholder Liaison is, you can send us an email using that address and we'll send you that information as well. We would appreciate it if you would take a few minutes to complete a short evaluation before you exit. If you'd like to have more sessions like this one, please let us know. If you have thoughts on how we can make these webinars better, please let us know that as well. If you have requests for future topics or pertinent information that you'd like to see in an IRS Fact Sheet, Tax Tip, or an FAQ on, then please include your suggestions in the comment section of that survey. Click the survey button on the screen to begin, and if it doesn't come up, just take a quick check to make sure you disabled your pop-up blocker. It has been a pleasure to be here with you 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. Thanks 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.