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Yvette Brooks-Williams: I see it's the top of the hour. For those of you just joining, welcome to today's webinar, "Digital Day by IRS' Online Services - Part II." We're glad you're joining us today. My name is Yvette Brooks-Williams. 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 100 minutes. Before we begin, if there is anyone in the audience that is with the media, please send an e-mail to the address on the slide. Be sure to include your contact information and the news publication you're with. Our Media Relations and Stakeholder Liaison staff will assist you and answer any questions you may have. As a reminder, this webinar will be recorded and posted to the IRS Video Portal in a few weeks. This portal is located at Please note, continuing education credit or certificates of completion are not offered if you view any version of our webinars after the live broadcast. Now, we hope you won't experience any technology issues. But if you do, this slide shows helpful tips and reminders. We've posted a technical help document you can download from the Materials 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. If you have completed and passed your system-check and you are still having problems, try one of the following. The first option is to close the screen where you're viewing the webinar and re-launch it. And the second option is to click on the settings on your browser viewing screen and select HLS. And you should have received today's PowerPoint and a reminder e-mail, but if not, no worries, we have you covered. You can just download it by clicking on the Materials drop-down 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 drop-down arrow located on the left side of your screen. This feature will be available throughout the webinar. 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. 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 now to disable your pop-up blocker, so you can answer the question. Now, if you have a topic-specific question today, please submit it by clicking the Ask Question drop-down arrow to reveal the textbox. Type your question in the textbox and then click Send. And this is very important, please do not enter any sensitive or taxpayer-specific information. So, again, welcome. We are glad you joined us for today's 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 - Part II." And this webinar is scheduled for approximately 100 minutes. Let me introduce today's speakers. Sharyn Fisk, we are pleased to announce Sharyn Fisk, Director Office of Professional Responsibility is one of our speakers. As OPR Director, she is responsible for the IRS' oversight of tax professionals who practice before the Internal Revenue Service, as set out in Treasury Circular 230. Sharyn has collaborated with Online Services as they develop the Tax Pro Account for Online Services. Nadia Bazarov, 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, and watersports, and also spending time with family and friends. Ashley Kent, Ashley has been with the IRS Office of Online Services since 2012, and is currently the Lead Product Manager for Online Account. Previously, she worked on the Tax Withholding Estimator and IRS Direct Pay. Apart from improving the online user experience for taxpayer, Ashley spends her time dancing or, when possible, traveling. And last but not least, let me introduce you to Kirk Crawford. Kirk joined the Office of Online Services team in January of last year and is currently the Product Manager for the Notices and Letters feature of Online Account. Prior to joining our team, Kirk led the design for key features within the My Social Security online service for the Social Security Administration. Outside of the office, he enjoys baking, especially cakes, traveling and spending time with his family. Now, I'm going to turn it over to Sharyn to begin the presentation. Sharyn? Sharyn Fisk: Thank you, Yvette. Hello, everyone. All right. On our agenda today, we will be covering 2 topics. First, we'll provide you with an overview of the Tax Pro Account, which was launched just this past July. And then, we will give you an overview of Online Account. Now, Nadia and I are very excited to walk you through the newly launched Tax Pro Account. There are several ways powers of attorney, those POAs, and Tax Information Authorization, your TIAs, can be submitted to the service. Now, we know the Centralized Authorization File, the CAF processing has been an issue for taxpayers and tax professionals alike. Specifically, it's that manual processing of paper authorizations that get received via mail and fax. In January, we expanded options for taxpayers to include the use of electronic signatures and upload capabilities on, to give third parties the option to submit either a Form 2848 or powers of attorney, or those Forms 8821, the Tax Information Authorization as a document upload. Now, the IRS has taken this bigger step to expand services to taxpayers and their tax professionals through the introduction of the Tax Pro Account. I'm going to hand it over to Nadia, to start our discussion on the taxpayer options for POA and TIA. Nadia Bazarov: Thank you, Sharyn. This July, as Sharyn just mentioned, the IRS added an additional feature to taxpayers' IRS Online Account, that allows them to approve or reject third-party authorization requests, power of attorney and tax information authorizations, initiated by their tax professional, and sign those authorizations with a checkbox. At the same time, the IRS launched a new Tax Pro Account application, that's the initial feature of initiating either a POA or TIA, the first online authorization process that will greatly benefit both taxpayers and tax professionals. This application will allow tax professionals to initiate power of attorneys and tax information authorizations, and sign those authorizations by checking a box as needed for signature. This all-digital platform is secured by a rigorous identity proofing process. If requests submitted through Tax Pro Account accurately, they will post immediately to the CAF database, Centralized Authorization File, thus avoiding long waits for review and processing, typically associated with the Forms 2848 and 8821, and greatly improving service for taxpayer.

Tax Pro Account application went through a significant user testing from early concepts as we've formed our vision through design and development, all the way until it was launched. And this extensive user testing was done with both tax professionals and the taxpayers. This initial launch of Tax Pro Account allows certain tax professionals to initiate POA and TIA authorizations from Tax Pro Account. The IRS plans to continue building on this initial release of Tax Pro Account to improve its feature for authorization requests and beyond in later years, to add functionality as our resources allow. The IRS will message taxpayers about the main features of their own online account, including this new online authorization ability. In order to use the Tax Pro Account, individuals must register for Secure Access. Those who already registered for Secure Access, for example, users of Get Transcript application, can use their existing credentials established through Secure Access to log into Tax Pro Account to then initiate power of attorney and tax information authorization. To register for Secure Access, you will need to have your e-mail address, tax filing status, personal information and mailing address from your most recently filed tax return. You will also need to provide your Social Security Number or Individual Tax Identification Number. You will need to have one financial account number that is linked to your name. It could be a credit card, mortgage, student loan, home equity line of credit or auto loan. You will also need to have your U.S. based cell-phone to receive the one-time activation code. We know that some of our users experience difficulty going through registration process. And we are happy to say that updates to that process are coming later this fall. This new IRS filing process will utilize a credential service provider named to verify identities. And they provide a number of different methods for taxpayers to prove their identities. This means that more taxpayers will be able to access Online Account and our other online services. Other federal agencies and states also use the same credential service provider, including SSA and Veterans Affairs. So a user could verify their identity. Once it has done, can also use that same digital identity to access service from multiple agencies. Only individual tax professionals will be able to use the Tax Pro Account that has been launched to submit the request for authorization. We are not yet supporting a business account. But it is part of our long-term vision and roadmap. Yvette, do we have a polling question? Yvette Brooks-Williams: We do, Nadia. Thank you. Before we do our polling question, I just want to let the audience know that our webinar contractor is working on fixing the issue we're having with Closed Captioning.

And audience, here is our first polling question. Which statement is incorrect regarding the new features available since the launch of the Tax Pro Account in July of 2021? Is it, A, POA or TIA request automatically transfers to individual taxpayers' online account? B, tax professional initiates POA or TIA, use a checkbox as electronic signature for POA? C, taxpayers access their Online Account and select the Tax Records tab? Or D, taxpayer uses checkbox as signature and approves request. So take a moment and click on the radio button that best answers the question.

So, again, is it, A, POA or TIA request automatically transfers to individual taxpayers' online account? Tax professional initiates POA or TIA, uses checkbox as electronic signature for POA?

C, taxpayers access their Online Account and select the Tax Records tab? Or D, taxpayers use checkbox as signature and approves request. I'll give you a few more seconds to make your selection. Okay. We're going to stop the polling now and let's share the correct answer on the next slide. And the correct response is, C, taxpayers access their Online Account and select the Tax Records tab is incorrect. Taxpayers select the authorization tab. I see that 42% of you responded correctly. Nadia, can you clarify? Nadia Bazarov: Of course. Yvette Brooks-Williams: Why C is the correct response? Nadia Bazarov: Yes, of course. And the reason that some folks did not get it right is perhaps we did not yet explain the authorization flow between the Tax Pro Account and individual Online Account. This will be included in our demo as we go along. After we show the Tax Pro Account application demonstration, we will show you how the individual taxpayers will be able to access their authorization within their Online Account and that they will need to use Authorizations tab. As for the rest of the items on this page, just wanted to reiterate quickly that the main feature, the main highlight of the new Tax Pro Account and individual Online Account authorization is incorporation of the electronic signature and Tax Pro Account application will allow tax professionals to submit these 2 types of authorizations. We'll start with this first release, POA and TIA. And those requests for authorizations can be filed by both tax professional and the taxpayer from their respective Online Account using the electronic signature check box. I hope that helps. Yvette Brooks-Williams: Thank you, Nadia. Thank you so much for sharing that information. Sharyn, it looks like I'm going to turn it over to you. And we're going to continue with how you will be accessing the Tax Pro Account. Sharyn Fisk: You are correct, Yvette. Thank you. All right, so the landing page for the Tax Pro Account is located on the Tax Pro's page on Right, our favorite page on the IRS. You will see it says, Serve Your Clients. And if you do click on that link, Serve Your Clients. There is a chart to help the users decide whether using the Tax Pro Account to initiate that power of attorney or that tax information authorization or whether it's more appropriate to use a Form 2848 or 8821 to submit based on the taxpayer's particular situation. Now, as noted, you can see from this webpage, the Tax Pro Account is not an e-Service. They're in 2 separate boxes there. Rather, Tax Pro Account is an additional online tool for tax professional. An authentication is required for tax professionals to access their Tax Pro Account. Tax professionals who use their existing Secure Access credential, now, hopefully this page looks familiar to those of you, especially if you view e-Services or any other application that requires registration. For example, if you use Get Transcript, you will have this page when you're logging in. If you don't already have Secure Access credentials, you'll need to register by clicking the Create Account link here in order to access the Tax Pro Account. Your identity will be validated via e-authentication. The next page should look familiar as well. This is that 2-factor authentication process, where you receive and enter that 6-digit code. All right. Now that we've gotten through Secure Access, let's walk through what the tax professional needs to do to initiate an authorization through their Tax Pro Account. This is an example of what a tax professional sees when they get on to their own individual Tax Pro Account. That's why we have notional up there in red at the top corner. Unless you're John Doe, for the rest of us it's going to look a little different or have your name there. Now do note that there is no firm Tax Pro Account. There's no sharing of Tax Pro Account. So it wouldn't be John Doe and Partnership Tax Pro Account. Each individual person that must have their own Tax Pro Account. From here, the tax professional can select either request a POA or request a TIA authorization. Our demo today is going to illustrate the steps a tax professional takes when they seek to request a power of attorney authorization. But before we go any further, I just want to note, a tax professional is not creating a 2848 or an 8821, not those forms through Tax Pro Account. Rather, we're calling these online POAs and online TIA. And that is because these online POAs and TIAs do not have the same full functionality of the Forms 2848 or 8821. And I'll explain the differences as we go further through this process. After choosing to request a POA, there are going to be a Before You Start Page, that's going to provide you detailed user friendly instructions to help the tax professional with initiating authorization requests. For example, you can see on this page that there are only certain tax professionals those with designation codes A, B, C, G and R that can initiate a POA or a TIA in Tax Pro Account. Those are our attorneys or CPAs, enrolled agents, enrolled actuaries and enrolled retirement plan agents. These designation codes represent approximately 98% of the POA submissions that come to the IRS, and we will be expanding to other designation codes, but right now we started with the top 5. Also, anyone with a valid CAF number can initiate a TIA from the Tax Pro Account. So if a taxpayer wants to create a TIA, they would need to have their own CAF number, which is unlikely, because it's usually the tax professionals that have those numbers.

Also, tax professionals must be in good standing, meaning they cannot be suspended or disbarred from practice before the IRS. A tax professional must already have their Central Authorization File, CAF number assigned to them by the IRS. And creating an authorization with multiple representatives through Tax Pro Account is possible. If each representative creates an authorization request through their own individual account, and the taxpayer signs all of those requests on the same day. I'm going to give some further detailed instructions on how to have multiple representatives a little later off. I just want to reiterate again, that if the Tax Pro Account cannot be used to request an authorization, the regular Form 2848 or 8821 process is still available. And that includes using the submit Forms 2848 and 8821 online options, where electronic signatures on these forms is accepted, faxing to the Practitioner Priority Service, that PPS line for immediate assistance and faxing or mailing the forms to the CAF. Now, the next slide shows the second half of that Before You Start Page, providing detailed steps. So that tax practitioner - excuse me, a tax professional will know what's expected throughout this whole authorization process, but it's really a short process, so we've got this. Now, before we get into the request detailed process, Yvette, let's have another polling question. Yvette Brooks-Williams: We can do that, Sharyn? Audience, I hope you're ready. Our second polling question is which statement is true, when requesting authorization for multiple representatives?

Is it, A, only 2 representatives may receive copies of a client's IRS notices and communications?

B, each representative can request an authorization by using only one representatives account?

C, the client can authorize the representative on different days? Or is it, D, all of the above?

Take a moment and click on the radio button that best answers the question. Again, A, only 2 representatives may receive copies of a client's IRS notices and communications? B, each representative can request an authorization by using only one representatives account? C, the client can authorize the representative on different days? Or, D, all of the above? I'll give you a few more seconds to make your selection. Okay, we're going to stop the polling now, and let's hear the correct answer on the next slide. And the correct response is, A, only 2 representatives may receive copies of a client's IRS notices and communications. Okay, I see that 39% of you responded correctly. Sharyn, can you clarify why only 2 representatives may receive copies of a client's IRS notices and communications? Sharyn Fisk: Sure. So the requirement that only 2 representatives can receive copies of a client's IRS notices and communications is consistent with the Form 2848 and 8821 that also only allows 2 representatives to receive those copies. This was more like a process of elimination question, where we talked about each representative needs to have their own account. There'll be no sharing of Tax Pro Accounts to initiate those authorizations. And that the client when you want to have multiple representatives will need to sign those authorizations on the same day. Hopefully, that covers there. Yvette Brooks-Williams: Thank you so much for the clarification. Yeah, thanks for the clarification, Sharyn. But we're going to turn it back to you to complete. Sharyn Fisk: Fantastic. And like I said, I'm going to talk more about multiple representatives a little later on, so we'll get those details down. First, let's start with Step 1, with a tax professional entering their information that is their name, their CAF number and their address. Now, Tax Pro Account interfaces real time with a CAF database to validate the entries that are being entered. And it's because of this automated validation, you must enter the exact information that IRS has on record for you with respect to your name, your address and your CAF number. Now to assist in getting the tax professionals address correct, you can look the Pub 5518, and there's a link to it, you can see that little blue link on the slide that has the official versions of address abbreviations for use in Tax Pro Account. If the tax professionals' information does not match the information on record, an error message will pop up. So they won't let you proceed to the next step. All right, and notice at the top there are their page guides, so the user knows where they are in the process. And as I mentioned before, there are links to that reference information besides the Pub 5518 that list those common abbreviation addresses used by the service. There are also helpful tips as those little blue question marks you can see on this slide throughout this process to assist tax professional. To access the tips help just hover on your cursor above those enabled items. And as you can see in this example, this help tip is explaining how tax professionals can locate their CAF number or get their CAF number from the PPS line or the Practitioner Priority Service line. As mentioned earlier, a tax professional must have a CAF number. So unlike the Form 2848, the Tax Pro Account cannot be used to request the CAF number. When entering the addresses, at this time, addresses and licensing designations are limited to the 50 U.S. states and the District of Columbia, on essence our territories are excluded at this time. Now to check what the IRS has on record for your name and address, you could look at any automated IRS communication that was sent to you. If you have recently moved, you cannot use the Tax Pro Account to update your address. Again, it's - because it's that automatic validation of what the IRS already has on its record. After completing the Step 1 information, the tax professional click Next to proceed to Step 2. But before getting to Step 2, in addition to the IRS is validating that entry of the information, that's not CAF by the practitioners' name, and address, and CAF number. There is also checked to see if the tax professional is in good standing. If the entries are not correct, or if the tax professional is not in good standing, then the tax professional is not going to be allowed to proceed to Step 2.

In Step 2, the tax professionals going to enter the taxpayers' information and that's the taxpayers name, and address, and Tax Identification Numbers or TIN. At this time, Tax Pro Account is only supporting individual taxpayers. That is Tax Pro Account does not support business taxpayers, international filers or individuals residing outside the 50 United States, so again those individuals residing in territory, and this was to cover a larger population possible taxpayers in the initial launch of the Tax Pro Account, starting with individual taxpayers covers approximately 85% of the authorizations submitted to the IRS. Like with the tax professionals' address, the taxpayers' addresses are limited to the 50 United States and the District of Columbia excludes our territory. It does include APO, FPO and AFB addresses, those are our military individuals, domestic individual taxpayers account represent approximately 90% of the authorization submitted to the IRS. So again, we are looking to cover many taxpayers as we could with our initial launch. The taxpayers address must match what the IRS has on record in order to pass the automated validation check. Just like with a tax professional, the Tax Pro Account cannot be used to update a taxpayers' address. So the taxpayer has recently moved, you're going to need to use a paper form either the Form 2848 or the Form 8821 depending on what you were seek - what type of authorization you were seeking for the taxpayer. To assist in getting their taxpayers address correct, you can again look to that Pub 5518 for official versions of address abbreviations for used in the Tax Pro Account. Again, that link is available on this Step 2 page or you can look at any IRS automated communication that was sent to the taxpayer. After clicking the Next, the IRS validates these entries will proceed for Step 3. Step 3 allows for the selection of the tax matters and tax periods. Not all tax periods are included in the Tax Pro Account online process. The years are limited to 2000 to 3 years from the present year. So for example, we're currently going from 2000 to 2024. Like the form the tax professional can select multiple tax period. Tax matters at this time are limited to issues relating to 1040, Form 8857, Innocent Spouse Relief or Split Spousal Assessment, Shared Responsibility Payment, and Shared Responsibility Payment Split Spousal Assessment and Civil Penalty for periods, March, June, September and December. There is no specific use not recorded in cash, so there's no line for capability that we see from a 2848. There's no additional act, those are our line 5As and 5Bs on a 2848, and that is because this is an automated process. There's no allowance for written in information. And there is no retention of a prior POA that's our line 6 from our Form 2848.

Those are the differences between this online POA and using a 2848. As you can see, these are simple POAs that can be done through the Tax Pro Account. And that leaves are more complex POAs to be submitted on the paper Form 2848, which are manually reviewed in the CAF. These simple POAs are going to reduce the workload on the CAF unit, which can assist in speeding up the processing time. Like the Form 2848 and 8821, a tax professional can select the combination of tax matters and tax periods. As you can see from this example of slides, once you've clicked the Tax Matters, so here we've hit that spousal assessment, and options are going to appear to enter the tax periods or combination of tax periods for that particular tax matter. And do note at this time, the authorization cannot process fiscal tax years. And again, like Forms 2848, a tax professional can select whether they would like to receive notices and communications the IRS sends to the taxpayers regarding those tax matters and tax periods are selected on the POA or the TIA. As with the Form 2848 as well as the 8821 only 2 tax professionals can receive copies of these notices and communication. So if we're using our Tax Pro Account process, and we have more than 2 tax professionals seeking authorization, the tax professionals are going to need to communicate with each other regarding which of these 2 tax professionals will receive the notices and communications from the IRS regarding the taxpayer. And again, I'll get into more detail, because this little piece right here is very relevant to having multiple representatives. Once all of our entries are completed, the tax professional proceeds to Step 4. But before we get there, Yvette, are you ready for another polling question? Yvette Brooks-Williams: I'm ready, Sharyn. Before we get to the polling question, I just want to let our audience know that our webinar contractor is still working on fixing the issue with closed captioning. All right, audience I hope you're ready. Our third polling question is, which type of taxpayer thus the Tax Pro Account support? Is it, A, international filers? B, taxpayers residing in U.S. territory? C, business filers? Or, D, individual taxpayers? Please take a moment and click the radio button that best answers the question. Again, is it, A, international filer? B, taxpayers residing in U.S. territory? C, business filers? Or, D, individual taxpayers? I'll give you a few more seconds to make your selection. Okay, we're going to stop the polling now. And let's share the correct answer on the next slide. The correct response is D, individual taxpayers. Yay, I see that 85% of you responded correctly. That's a great response rate. Sharyn, as you said, let's go on to Step 4. Sharyn Fisk: Absolutely. All right. Step 4, let's give the tax professional the opportunity to review the authorization before it is submitted. The tax professional should review all the entries for accuracy and select edit, if they need to go back and make any necessary changes. If the entered information is correct, as with a 2848, a representative makes declarations under the penalty of perjury regarding their good standing, that they are subject to Circular 230, and that they are authorized to represent the taxpayer for those tax matters and tax periods on that authorization. And this is done by checking each of the boxes for each one of those declarations.

On this online POA, a representative indicates their designation of their credentials, right, there are A, or B, or C, or G, or R designation. And to sign this POA, the representative checks the electronic signature box as their digital signature. This checkbox will be accepted from authenticated tax professionals in lieu of a handwritten signature. Step 5 is the confirmation.

No, no, this is confirmation of a request submission. It is not confirmation of an authorization.

Remember, we've only got a half a POA going on here, it still has the taxpayer side. Upon submission of the authorization to the IRS, the IRS again is going to do some validation checks.

They're going to check that the representative is in good standing before the IRS, again they're going to check the taxpayers' name, address and TIN. The tax professional will not be told, if the taxpayers information is incorrect if its fail validation. This is because it's IRC, Internal Revenue Code 6103 information. As our authorization is not complete yet, right, the taxpayer hasn't signed it. The IRS may not share private taxpayer information. If the validation fails, the taxpayer will not receive a request for authorization on their Online Account. There needs to be communication between the tax professional and the taxpayer regarding whether the taxpayers receive the request for authorization. And if the taxpayer did not receive the authorization request to affirm that the entered information is correct. The tax professional will have the ability to view authorization status, whether authorization is pending or accepted, view cancellation pending authorizations and print an authorization using their browser print function. I'm going to hand it over to Nadia to cover what the taxpayer sees on their Online Account regarding an authorization request. Nadia Bazarov: Thank you, Sharyn. Let's take a look at the taxpayer side now. Taxpayer must log into their individual Online Account and look under their authorization tab to see a list of online requests from their tax professional. This is that new tab that we have added to the Online Account to support Tax Pro Account and allow taxpayers to act on authorization request. Under the Authorizations tab, the taxpayer can then select the authorization from the list that needs their action, approve or reject. Taxpayer will then review the authorization information to confirm that it covers the Tax Matters and Tax Periods intended. The taxpayer can also see their representative's credential, Attorney, CPA, Enrolled Agent and so on. Taxpayer should also confirm whether the representative will receive notices and communication the IRS sends the taxpayer. Taxpayer has a choice to approve or reject authorization requests. If approving authorization requests, the taxpayer will check the box to sign the authorization request electronically. If the taxpayer does not yet have an Online Account at the time the authorization request was created by the tax professional, the authorization will wait for the taxpayer to register for an Online Account, where creating a temporary storage where we save those pending authorization requests. And in case you are wondering, the taxpayer has 120 days to sign the authorization. The taxpayer will receive a success message once they have approved the authorization. Keep in mind, again, this is not yet a confirmation of the IRS approval of the authorization. It is simply a confirmation that taxpayer's actions went through.

There is one more check by the IRS of the representative's good-standing with the IRS, just in case something happened between the time the representative signed the POA. And when the taxpayer signs that request for POA. Both the taxpayer and the tax professional will see the authorization on their account and are able to print a physical copy of fully executed POA or TIA using their browser print function. After the approved authorization is received by the IRS, there is a second good-standing check regarding the tax professional status. If a good-standing check is clear, the approved authorization is posted immediately to the centralized authorization file database. And the authorization is now considered active. Sharyn, I think you have something you wanted to add regarding multiple representatives. Sharyn Fisk: Yes, I do.

Thank you, I get that opportunity. All right, to have multiple representatives, each representative is going to need to initiate the authorization from their own Tax Pro Account. As I mentioned before, the taxpayer must sign those authorizations on the same day. And only 2 tax professionals can receive those IRS notices and communications. So those 2 tax professionals need to get together and communicate to decide which 2 are going to get those information. If more than 2 tax professionals make that election, after approval of the first 2 authorizations by the taxpayer, the remaining authorizations are not going to get processed. All right, Nadia, back to you. Nadia Bazarov: Thank you, Sharyn. As we said before, this is our first launch of Tax Pro Account and the first all-digital process for authorization submission. But we're not stopping here, the IRS will continue to build on this initial release of Tax Pro Account, to improve its features for authorization requests and to add additional functionality as our resources allow. Additional features requested and considered for future implementations will include giving tax professionals ability to view their entire authorization history, to include all of the pending requests and statuses. The future capabilities will also include notification to the taxpayer regarding action in their online account, to include pending authorization requests. And we also plan to add ability for the taxpayer to view their complete authorization history. This completes our presentation of the Tax Pro Account. Ashley, over to you to talk about Online Account. Ashley Kent: Thanks, Nadia, and hello, everyone. I am going to talk with you today about Online Account, which 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 our Online Account's landing page on the IRS website. The easiest way to get here is by putting into your browser, or you can navigate here from the homepage by clicking on View Your Account. I did want to note that this page is periodically updated when we launch new features. So what you see today on our website looks a little bit different from what you see on the slides here. And that will continue to be updated iteratively as we make updates to the application. From here, you'll be taken to either login, with your username and password, or register by verifying your identity. When you log in, this is an example of what a taxpayer might see to manage their account information. In this example, this taxpayer owes a balance of $1,500, as you can see on the left hand side. They can also immediately see the details of their payment plan if they have one. So in this example, this taxpayer has a direct debit installment agreement. And you can see the monthly payment amount and the day when their payment is withdrawn from their bank account. This taxpayer also has pending electronic payments, which you're able to see on the left hand side. So those are any payments that have recently been made or are in process, but haven't yet been applied to their balance.

From this main page, you can navigate to all of the other pages, either using the links or the navigation at the top. And again, I want to note that some updates have been made to the application since these screenshots were put together. So we're pleased to brief you today on the most current information for the features that are available within Online Account. If this taxpayer wants to find more information about their balance, they can go to the Account Balance tab. Here you can see a breakdown of the amount owed by tax-year and type. So under each tax-year, we break down the amount with any penalties and interest. In addition to income tax or Form 1040 balances, we also show civil penalties, Form 5329, separate assessments, basically any types of balances an individual taxpayer might owe. Next, we'll talk about payment options. This page outlines different ways to pay. And at the top, you can also see a summary of what the taxpayer owes. Taxpayers can go to IRS Direct Pay to make a payment from their bank account. Or they can go to different credit card options if they want to pay by debit or credit card. Later this year, taxpayers will also be able to make a payment from their bank account within Online Account, without having to go to Direct Pay and re-authenticate or re-enter any information. On the right side, you can see information about modifying a payment plan. Since in this example, this taxpayer had a direct debit installment agreement, this will take them to the online payment agreement tool to complete those updates to their plan. If instead the taxpayer has a balance and does not have a payment plan, this space will give them information on how to set up a payment plan. Yvette, I think we have a polling question. Yvette Brooks-Williams: I think you're right. Ashley, audience, I hope you're ready. Here is our fourth polling question. What information can taxpayers see on their Account Balance tab? Is it, A, income tax; B, civil penalties; C, Form 5329; D, Shared Responsibility Payment; E, separate assessments; or, F, all of the above? Take a moment and click on the radio button that best answers the question. Again, is it, A, income tax; B, civil penalties; C, Form 5329; D, Shared Responsibility Payment; E, separate assessments; or, F, all of the above? I'll give you a few more seconds to make your selection. Okay. We're going to stop the polling now and let's share the correct answer on the next slide. And the correct response is, F, all of the above. And I see that 86% of you responded correctly. That's an awesome response rate. Ashley, let's go back to you in the covering of Payment Activity tab. Ashley Kent: Thanks, Yvette. So here on the Payment Activity tab, you can see any scheduled or impending payments, as well as payment history going back for 5 years. This taxpayer has recently made payments via Direct Pay. And you can see those under Scheduled Payment as well as under Pending Payment. Taxpayers are able to see payments made through most digital channels here. So, for example, if a taxpayer schedules a payment through their tax software or through their tax preparer and forgets the details of that payment, they can go to their online account to view that information. Taxpayers who have direct debit installment agreements can also visit Online Account, to see if their direct debit payment is coming up.

Those payments appear with an Online Account approximately 4 days before the payment will be withdrawn from their bank account. Taxpayers who need to verify the estimate - that any estimated tax payments, can also view those here within Online Account. Estimated tax payments are differentiated by type, so they can see any scheduled or pending estimated tax payments as well as any ones that have already been processed. Next, we'll look at the Tax Records tab. This page has a summary of key information from the most recent tax return on file. At the top, you can see this Return Summary, which will update to whichever is the most recent return we have. And it includes key pieces of data from that tax return. We know for example, that many taxpayers need their adjusted gross income, if they're switching from one tax software to another. And they can look it up very easily here rather than having to look up their whole transcript. If they need a full transcript though, they can access that directly from here as well with the Get Transcripts button. This year we also added Economic Impact Payment information to help taxpayers look up the amounts that they received when they were preparing their tax return. You can see here the amount for EIP 1 and EIP 2, which taxpayers were able to use when preparing their 2020 tax return, if they believed that they were owed an additional amount beyond what they had received.

For the third Economic Impact Payment, what's shown under 2021 right now is the amount of the most recent payment sent to them. We'll update this in January to show the total amount for this year, which some taxpayers may need when filing. Now, I'll turn it over to Kirk to go to the next tab. Kirk Crawford: Thanks so much, Ashley, and hello, everyone. I'm happy to walk us through the Notices and Letters tab within Online Account. Formerly called Message Center, Notices and Letters was launched as a feature of Online Account back in November of 2020 and provides taxpayers with a set of PDF versions of any available notices within their online account. So these are the same notices that we currently mail to taxpayers. Within Notices and Letters, PDF versions of those notices are available. Within this tab, on the left hand side, we list out the available notices. And on the right hand side, taxpayers can collect an available notice to view that notice detail. In this example, we are looking at the Monthly Payment Reminder notice or the CP521. Selecting the Monthly Payment Reminder notice opens up the notice detail, which displays the notice name, the description, the date of the notice, as well as a View Notice PDF button. Selecting that View Notice PDF button will open up a new tab window, where taxpayers can view the PDF version of that notice. From there, they can save, print or close that window, and take action on that notice. Below the button, we also offer a link to the Frequently Asked Questions page for that specific notice. During this example, since we're looking at the Monthly Payment Reminder, selecting the Frequently Asked Questions link will open up a new tab window, where we display the common questions specific to that notice. And so, this Frequently Asked Questions link will be available for each specific notice within the tab. Currently, we're only providing 11 notice types within the letter. So not all of the notices that are mailed to taxpayers will be available here in PDF version. However, we do plan to expand on the notices available online as we move forward. I mentioned earlier that this tab is once called Message Center. So since the launch of the Notices and Letters feature within Online Account, we've been in constant research with taxpayers to ensure that the feature meets expectations and we capture feedback. And so, part of that effort has been to collect feedback from taxpayer and make appropriate update within the tab itself. So along with the updated name from Message Center to Notices and Letters, we also removed the references to the CP numbers within this notice list and notice detail. Taxpayers can still view the CP number within the PDF version of the notice itself. However, based on taxpayer feedback, we heard that taxpayers expected more plain language titles within the tab. And so, we acted upon that feedback and removed the title as well. We also clarified and simplified some language within the tab itself based on feedback. And we have some more exciting updates coming later this year based on taxpayer input. Next, let's take a look at the Profile page. So the Profile page is available within Online Account and can be accessed using the Profile link at the top right hand corner of the window. So it's available next to the taxpayer name and the logout button. Profile was recently updated and provides taxpayers with access to key account information, such as their name, their mailing address, and their e-mail address. We also currently offer links that taxpayers can click on, to find out how to update that information. The goal of this redesigned profile page was to provide an updated platform that we can continue to build upon in order to support future functionality coming to Online Account. Later this year, we plan to include features like the ability for taxpayers to opt in to paperless for their notices and letters. So for notices that will be available online, taxpayers can go into their profile page, and then select the paperless option to say that they only want to receive digital versions of those notices. And so, we needed a way to integrate that feature within Online Account. And so, we decided to update Profile to better support features like paperless. So we're pretty excited about the new profile redesign. Let's take a look at a few upcoming features for Online Account. So Nadia and Sharyn recently provided an overview of the taxpayer authorization, so that's currently available within Online Account. Additionally, Ashley reviewed the ability to create a short-term payment plan. And coming soon, as I mentioned, we're looking to add the ability for taxpayers to opt-in to paperless for notices available within their Online Account. Additionally, we're looking to add the ability for taxpayers to manage notification preferences. So later this year taxpayers will be able to opt-in to e-mail notification for new digital notices or payments. And then finally, we're looking to add the ability for taxpayers to pay a balance or estimated taxes within Online Account. So we're really excited about the ability to continue enhancing the Online Account platform to better provide additional services to taxpayers. Yvette, do we have time for another polling question? Yvette Brooks-Williams: Of course, we do. I'm always ready with a polling question. Audience, here is our fifth and final polling question. But before we get to that, I just want you all to know that the webinar contractor is still working on fixing the issue with closed captioning. So here we are with our final polling question. What information is found on the notices and letters tab? A, PDF version to view or download the notices? B, description of the notices? C, list of notices sent to the taxpayer? Or, D, all of the above? Take a moment and click on the radio button that best answers the question. Again, what information is found on the notices and letters tab? A, PDF version to view or download the notices; B, description of the notices; C, list of notices sent to the taxpayer; Or, D, all of the above. I'll give you a few more seconds to make your selection. Okay, we're going to stop the polling now, and let's share the correct answer on the next slide. Okay, and the correct response is, D, all of the above. I see that 96% of you responded correctly. And that is an awesome correct response rate. So, thank you so much, Ashley and Kirk, for that overview of the Online Account. So, hello again. It's me, Yvette Brooks-Williams, and I will be moderating the Q&A session. But before we start the Q&A session, I just want to thank everyone for attending today's presentation, "Digital Day by IRS' Online Services - Part II." Now, earlier, I mentioned we want to know what questions you have for our presenters. So here's your opportunity. If you haven't input your questions, there is still time.

Go ahead and click on the drop-down arrow next to the Ask Question field. Type in your question and click Send. Sharyn, Nadia, Ashley and Kirk are gracious enough to stay on with us to answer your questions. And one more thing before we start. Now, we may not have time to answer all of the questions submitted. But we will answer as many as time allows. So let's get started, so we can get to as many questions as possible. Let's see what we have here. Ashley, Can the Online Account be used to pay quarterly self-employment taxes? Ashley Kent: Yes, so thanks, Yvette. Right now, through Online Account, taxpayers can go to either IRS Direct Pay or to one of the pay-by-card providers in order to make quarterly estimated tax payment as well as any other type of payments. And then, coming soon, taxpayers will be able to also make those payments directly through Online Account. Yvette Brooks-Williams: Thank you, Ashley. Kirk, the online taxpayer account, now, can they change their address with this account? And no longer need to file that Form 8822? Kirk, are you there? Kirk Crawford: Thanks, Yvette. Good question. I am. Can you hear me? Yvette Brooks-Williams: Yes, I can hear you. Thank you. Kirk Crawford: Okay. Yeah, so currently, we do require them to file that form. However, there are plans in the future to do that online instead of going through the form requirement. Yvette Brooks-Williams: Thank you for that, Kirk. Now, Sharyn or Nadia, could one of you answer this question? "Will you offer authorization feature for businesses?" Nadia Bazarov: Yes, this is Nadia. We absolutely plan to expand the capabilities of Tax Pro Account to support businesses. We're not there yet. We are planning to offer this in the future. We started with individuals, because it does represent the majority of their authorizations received by the IRS. And supporting businesses represents a far more complex task. But we have already started thinking about it. And it is part of our future plan. Yvette Brooks-Williams: Oh, thank you. That sounds exciting. I'm sure that the taxpayers can't wait. Sharyn, how long will this be available to unenrolled tax preparers? So, how long before this Tax Pro Account will be available to the unenrolled tax preparers? Sharyn Fisk: Sure, so Tax Pro Account is available to those that have CAF numbers. So it is not limited to practitioners. It is limited to your designation code at the moment. And that's your A, B, C, G and R. But we will be opening it up to all of the tax professionals including your annual filing season program certificate of completion holders in future launches. So, we do plan to eventually cover all tax professionals. Yvette Brooks-Williams: Thank you, Sharyn. Ashley, I have a couple of questions for you. One is, can individual taxpayers with ITIN create an Online Account? Ashley Kent: Thanks, Yvette. So, right now, the process to register for an Online Account is possible for some taxpayers who have ITINs, but we know that many of them are not able to get through our current identity proofing. The good news is we are, later this year, launching some improvements to that login process that Nadia spoke about in her presentation today. And we expect that, once we offer additional credential service providers, that taxpayers with ITINs may be able to get in at a higher rate than they can today. Yvette Brooks-Williams: And one more question for you, Ashley, if you don't mind. If someone needed to modify an installment agreement with the 2848, can they do that online? Ashley Kent: Right now, certain types of modifications are possible online to payment plans. And each taxpayer will be able to see through Online Account which options are available to them. So by going to their Online Account and proceeding to modify their plan, we will either tell the taxpayer if they need to call instead or let them make those changes online. Yvette Brooks-Williams: Okay, thank you so much, Ashley. Now, Kirk, well notices and letters be mailed even if the taxpayer has access to a PDF version? Kirk Crawford: Yeah, thanks, Yvette. Great question. So once we release the ability for taxpayers to opt-in to paperless, and if they opt-in to paperless for the notices that are available online, they'll no longer receive, or be sent, be mailed versions of those notices.

Over as I mentioned during the presentation, unfortunately, we only support 11 notice types, so there will be notices even if the taxpayer selects paperless, there will still be some notices that are mailed. And for the notices that are available online, if selected for paperless then only digital versions will be accessible. Yvette Brooks-Williams: So I think you must be looking at the questions, because I was going to follow-up with what are the 11 types of notices that are currently available to the taxpayers and what is excluded as of now? Kirk Crawford: Yeah.

Sure. So I'll briefly run through the 11 notice types that are available. So we have the CP21A, the 60, the 14I, the 521, the 01A, 62, 14, 49, 501, 14H and 39. Yvette Brooks-Williams: Thank you, Kirk. So the last part of that question was what is excluded as of now? Kirk Crawford: So, the 11, I just mentioned are the only ones available. So any other notice would be mailed and not available within Online Account? Yvette Brooks-Williams: Okay, thanks, Kirk. Thanks for the clarification. Sharyn or Nadia, either if you could take this question for me, I'd appreciate it.

How does might the Tax Pro Account have to be linked with my employer? It says, hi - I'm sorry, I misread that. Hi, does my Tax Pro Account has to be linked with my employer? Sharyn Fisk: I can pick that one up. Yvette Brooks-Williams: Thank you, Sharyn. Sharyn Fisk: You're welcome. Now, each Tax Pro Account is by the individual, and now we're talking about linked by employer, because you use your employer as your address on the CAF database, then yes, you would continue to need to use that address till the CAF has been updated about a new address, but it's your individual Tax Pro Account, it is not your employers' Tax Pro Account. Yvette Brooks-Williams: Thank you, Sharyn. Now, this is a good question. So this person, says, I have submitted several 8821 through my Tax Pro Account, none of my clients received the request for approval, will there be a method to follow-up on request for authorization? Nadia Bazarov: Hi, I can try to take this one. Yvette Brooks-Williams: Thank you, Nadia. Nadia Bazarov: So there can be - one of the reasons for the taxpayer for the client not receiving authorization, not seeing authorization in their Online Account could be a failing validation. The tax professional needs to make sure that the data, he or she enters while submitting requests for authorization matches exactly what IRS has on file. And if the data validation fails or if there is - or is the good standing check fails. Then the taxpayer, the client of that tax professional will not be receiving that request for authorization. We will not - go ahead, Sharyn. Sharyn Fisk: I was just going to say, and since this question is about 8821, there is not a good standing check. But if it was about a 2848, there definitely would be a good standing check. Nadia Bazarov: Thank you for clarifying this. So we are encouraging tax professionals to communicate with clients to make sure that the information that the tax professional enter is correct. And to make sure that taxpayer receives that request for authorization, IRS will not be informing the tax professional of the reasons why they are request for authorization does not reach the taxpayer account, as this will be a disclosure issue. Since authorization has not yet complete, the IRS will not be able to provide that information to the tax professional. To make the taxpayers' job easier, in the future we are planning to introduce a notification for the taxpayer of the authorization pending in their account. But that again will only work if the data validation clears. And all of the data entered in the process of creating authorization matches IRS status. Yvette Brooks-Williams: Thank you, Nadia and Sharyn. And I have another question for you, either of you. So if you have a Tax Pro Account to submit POAs, can you use this account to obtain transcript? If so, how does one get this ability? Nadia Bazarov: I can take this one on. So Tax Pro Account is a separate application, we do not yet have a link from Tax Pro Account to access transcript. However, this is one of the future capabilities that we are working to include in one of our future releases in the later years. However, if that the tax professional already has an established username and password, so the same credentials can be used to login to obtain the transcript, if it's not a separate login that is required, it's just we do not have that capability integrated into the Tax Pro Account. So that tax professional can use the same user interface to navigate to Get Transcript, it is coming in the future. Yvette Brooks-Williams: That's awesome. Thank you, Nadia. Kirk, can tax professionals and their Tax Pro site see the same information as a taxpayer and their Online Account in the notices and letters tab? Kirk Crawford: Yeah, great question. And I'll actually defer this one to Sharyn and Nadia. But currently, within notices and letters, we do not display any notices related to the taxpayer future. But Sharyn or Nadia, if you'd like to elaborate a little bit on that? Nadia Bazarov: Sure, Kirk. Thank you. This is Nadia. As Yvette pointed out for now that Tax Pro Account functionality is limited to giving tax professionals ability to submit requests for authorizations and find those electronically. But in the future, we are looking to incorporate additional features and functionality, and ability to see letters and notices by tax professionals within their Tax Pro Account has been one of the most frequently requested feature in the past. So it is definitely a part of our future roadmap, but it is not yet integrated into the application. Yvette Brooks-Williams: Thanks. It sounds like we have some great stuff coming down the pike. So Kirk, I like to let you off bet easy though, I'm going to give you your own question. Let's see how about if a taxpayer creates an Online Account after receiving a notice, well that notice automatically populate or appear in their account once opened? Kirk Crawford: Yeah, great question. Yeah, so notices are actually going to start appearing once they're sent. So after the taxpayer activates their Online Account, let's say, the next pay and notice that sent to that taxpayer, it will be within their Online Account. If the notice was sent before that day, then it would not be available with online. Yvette Brooks-Williams: Okay. Thank you, Kirk. Ashley, you still with me? Ashley Kent: Yes, I am. Yvette Brooks-Williams: All right. So can taxpayer make a direct debit payment while in their account?

Ashley Kent: Taxpayers right now can make payments from their bank accounts by going to IRS Direct Pay. But then as mentioned earlier, later this year, taxpayers will be able to make those payments directly within Online Account. Yvette Brooks-Williams: Okay. Thank you, Ashley. But I have another question for you. So if a taxpayer does not have a computer to set up to view their account, can the preparer set up their account on the preparers' computers to give them the info they're asked about? Ashley Kent: Tax preparers are welcome to help a taxpayer to set up their account. But we would ask that you not do this for the taxpayer, because it really is their account. So when a taxpayer is in your office, you can certainly let them use your computer and walk them through setting up an account, and then view the information together. However, we would ask that you again do that with the taxpayer not on their behalf, because we want to make sure that it is, then setting up the accounts and with their consent? Yvette Brooks-Williams: That's good information, Ashley. Ashley, another question, though. So can a self-employed individual pay estimated taxes on a weekly basis if they set up an account? And also, as a follow-up to that question, they also want to know if they can set up recurring weekly by weekly, or monthly estimated payments, and this is for a self-employed individual? Ashley Kent: Yes, that's a great question. At this time, we don't offer a way to set up recurring payments. Any taxpayer is welcome, however, to schedule payments as frequently as they would like to. But for now, they would have to schedule those payments separately. But through Direct Pay or through EFTPS, you are able to schedule payments up to 365 days in advance. So you can schedule payments weekly or monthly, even daily, if you wish, although that would be a lot of payments to just set up, so any of those are possible right now through Direct Pay or through EFTPS. Yvette Brooks-Williams: Thank you, Ashley. Sharyn, could you clarify or restate whether Tax Pros and taxpayers residing in the District of Columbia, can use the Tax Pro and taxpayer Online Services account, because D.C. is a U.S. territory and not a state? Sharyn Fisk: Yes, yes. It's the 50 United States and the District of Columbia tax professionals and taxpayers with addresses and those locations can be used to create an authorization through the Tax Pro Account. The territory as I was referring to Virgin Islands or Guam, those locations we haven't quite got outside of the United States yet, but we're getting there, and for Hawaii, we'll include that one, everybody loves Hawaii. Yvette Brooks-Williams: Yes, thanks, Sharyn. Nadia, if the authorization was denied, because of personal information not matching information the IRS has on file, can it be edited post rejection, or will they have to reapply? Nadia Bazarov: Thank you for this question.

At this point in time, we're not saving authorizations, so that they can be edited later. It would need to be resubmitted, reapplied and resubmitted through Tax Pro Account. Yvette Brooks-Williams: Okay, thank you. And can either of you tell us what CIA is? Sharyn Fisk: Yes, I can. TIA, not the CIA. We don't want to talk about the CIA. Let's talk about TIA, so that's the Tax Information Authorization, and that is our Form 8821, where that particular form you can the taxpayers authorizing somebody to receive information regarding the taxpayer. But that individual has no representational right; they cannot represent the taxpayer before the IRS just received information. Yvette Brooks-Williams: Okay. So how can a non-credential tax preparer get a POA or TIA? Sharyn Fisk: A non-credentialed tax preparer can get a TIA. You do not need to be a tax professional at all. Anyone that the taxpayer authorizes to receive that information can receive it. A lot of times what we typically see is perhaps a taxpayer, where English is not their primary language and they have a family member that they would like to get this information from the IRS. That family member has stronger English reading and speaking capabilities. The POA is limited to those with a designation codes on a Form 2848, you can use that form. There are more designation codes available than is what available through the Tax Pro Account. Again, the Tax Pro Account is limited at this time to attorneys, CPAs, enrolled agents, enrolled actuaries, and enrolled retirement plan agents. There will be a time when more designations will be added to Tax Pro Account. That's why it's not called practitioner account. It's called tax professional account. But right now we are eliminated to the 5 designations for our first launch, and then the expanded those. So if you're outside those 5 designations, you can still go ahead and use a 2848, a power of attorney or 8821 to obtain information about a taxpayer. Yvette Brooks-Williams: Thank you, Sharyn. So I have 2 questions that need clarification, and they're pretty much along the same line. So one is someone is confused. What account info do we use PTIN or e-Services login?

And someone else along the same lines, do I use the same username from e-Services for this picture of Tax Pro Account? Nadia Bazarov: Yes, I can take this one. You will use the same username and password that you use to access e-Services to login to Tax Pro Account application.

It is a separate application, but we have one type of credentials that can be used across online applications to login Yvette Brooks-Williams: Perfect. Thank you so much. Nadia Bazarov: Is there enough? Yvette Brooks-Williams: Yeah, thank you, Nadia. Ashley, so we'll be advanced child tax payments to be available in the taxpayers Online Account like EIP was? Ashley Kent: At this time, the plan is to continue making in the information about those advanced child tax credit payments available through the child tax credit update portal, where all of the other child tax credit payment information is available. Taxpayers can get there seamlessly from their Online Accounts in several places, so they can go their Online Accounts and then linked to the child tax credit update portal, and they'll be able to see their payment information there.

Yvette Brooks-Williams: Thank you, Ashley. Other sounds like a good question for you as well, Ashley. When a spouse wants to look at their account, do they have to have the primary stuff create the account? Ashley Kent: Thanks for that. So either spouse can create an account, and either spouse will be able to see the information that is pertinent to them. So doesn't have to be the primary stuff. They would see any information for years, when they file single or separately as well as any information for years where they file jointly. I think, there was another question related to being information about estimated tax payments. We are not able to.

Yvette Brooks-Williams: You're answering my next question. Ashley Kent: Yes, so I'll preempt your next question, Yvette. And say that, in the case of estimated tax payments, we are not able to display payments made by one spouse on the other spouses accounts until a return is filed jointly for those 2 spouses together, because otherwise, we don't know for sure that that we will file a joint return next year. And so unlike the rest of the information, estimated tax payments would only appear on the accounts of the taxpayer that made the payments until a joint return is filed. Yvette Brooks-Williams: Thank you. Ashley. Kirk, can I push back to you for a second. So notices and letters, do any of the notices get removed due to their age? Kirk Crawford: Yeah, thanks, Yvette. That's a great question. So currently, the answer is no. So once you receive a notice within notices and letters, it'll always be there as long as you keep using your account.

However, we do have plans in the future to look at things like archiving to clear up that, I guess, inbox with notices so that you don't have like a million notices there to view. So currently, everything is available and will continue to be online. In the future, taxpayers may have new U.S. improvements to support older notices. Yvette Brooks-Williams: Okay. So I have time for a few more questions. So Sharyn and Nadia, let me switch over to you guys for a bit. In the case of a married couple, this each spouse has to have an IRS account to authorize preparer access. Sharyn Fisk: Yes, each taxpayer has to have their own Online Account, there's no joint account. And just like you would be getting a power of attorney or tax information authorization, you have to create one for each individual taxpayer regardless of whether they file married filing joint or not. Yvette Brooks-Williams: Thank you so much, Sharyn. So I've another question.

So it appears in the example that the CAF number and the taxpayer ID number should be entered without spaces and without hyphens. Is that correct? Nadia Bazarov: I was just trying to check first. I believe, we do use hyphens, always the first four digits of then dash, and then the remaining numbers. Sharyn, can you correct me if I'm wrong? Sharyn Fisk: Good question. Let's try both. I believe when I entered, I got to have the pleasure of doing one of these test runs. And so, when I entered the information that I entered it without dashes, kind of like when we do our CAF number, when we're entering it on Secure Access. But I do know, when we do e-Services, we do put in the dashes. So I believe it works without putting in the dashes or spaces. Yvette Brooks-Williams: Okay. Sharyn Fisk: And for that matter, I think there was a question that ties to me being the guinea pig. Somebody had asked, "What's the average CAF processing time for a Tax Pro Account POA?" We do say almost immediately, obviously, if there's, a system is in the middle of, I forget what they call it, Nadia can correct me, upgrade or processing late at night, there will be some delay. But when I was the guinea pig, I created, I got onto a Tax Pro Account, I created a POA and then I signed it. And it took the whole process from beginning to end, if you've got your taxpayer ready on their Online Account, took 6 minutes. Yvette Brooks-Williams: Oh, wow. Sharyn Fisk: So that's pretty much almost immediately. Yeah. Yvette Brooks-Williams: Yeah, that is. Okay, so I have a few more questions. Let me ask you one question, Ashely. I'll ask one question each of you. And then, we'll have to try and wrap it up a little bit. So, Ashley, when will taxpayers who live overseas be able to register for an Online Account? Ashley Kent: We hope that with the improvements that we're making later this year to the registration process, that more international taxpayers will be able to get in to their Online Account. So it is an issue we are aware of. And we are working on making it available to more people. Yvette Brooks-Williams: Thank you. Kirk, last question for you. Will notices relating to the economic impact letters be available to the client? Kirk Crawford: Yeah, great question. So, currently no, those notices or those letters are not available. I do want to add that we are continuing to evaluate notices, to include based on things like notice volume. So, although we have a plan for notices that will be included in the future, we're always looking to better provide more relevant notices to the taxpayer within their Online Account. But at this point, we do not have those letters available within Online Account. Yvette Brooks-Williams: Okay, thank you, Kirk.

Sharyn or Nadia, I'm going to ask 2 questions. And either of you can take whichever one you want. Can the Tax Pro Account be used by any tax pro or do you have to be authorized to practice before the Internal Revenue Service? I know that you guys covered this, but I just wanted to get a little more clarification. Sharyn Fisk: Sure. And I can take that one. You do not have to. The goal is you do not have to be a practitioner to be able to use a Tax Pro Account. So when we expand beyond these initial 5 designations, which at this time happen to be practitioners or attorneys, CPAs, enrolled agents, enrolled actuaries, and enrolled retirement plan recipients. We just started with those 5, because that represents the largest group that's in that 2848 and 8821. But this Tax Pro Account is not intended to be limited to practitioners, but to tax professionals in general, those that have CAF numbers, so that would include our annual filing season program recipient, certificate completion holders, or unregistered return preparers, other types of tax professionals. But that capability is just going to come a little bit later.

Yvette Brooks-Williams: Thank you, Sharyn. And for the last question we have time for today, can a tax professional withdraw a valid POA or TIA on their online account? Sharyn Fisk: I was going to save that question for Nadia. Yvette Brooks-Williams: All right, Nadia. Nadia Bazarov: I'll be happy to. So this is, again, a future capability that is coming down the road in one of our next couple of releases. And in fact, we are working on both sides. We are working on giving tax professionals ability to withdraw from authorization. And we will also be offering a taxpayer, the client, ability to revoke existing authorization from the tax professional if they are no longer working with them. So, coming up. Thank you. Yvette Brooks-Williams: Coming soon. Thank you so much. Audience, sadly, that's all the time we have for questions. And I want to thank our presenters for sharing their knowledge and expertise, and for staying around to answer your questions. Yvette Brooks-Williams: Before we close the Q&A session, Ashley and team, what key points do you want the attendees to remember from today's webinar? Ashley Kent: So I'll jump in first. This is Ashley. So for Online Account, we want to remind you to create an account if you haven't already. All of you, if you're tax preparers, you're also taxpayers. And we encourage you to see what features are available for yourself, and to encourage your clients to use their Online Account, so they can manage their information. They can or you can view your balance, tax records and notices, making the payments, your payment plan details, and view your address on file. It's also possible to view the total amount of any Economic Impact Payments, view and approve authorizations, and view digital copies of certain notices from the IRS. Later this year, taxpayers will also be able to manage their communication preferences through Online Account, including requesting e-mail notifications for new notices, and also going paperless to receive certain notices online only. Now, I'll turn it over to Sharyn, for some key points about Tax Pro Account. Sharyn Fisk: All right. Key Points are that individual tax pros can access the following features through Tax Pro Account. They can initiate, electronically sign and submit those powers of attorney or POAs and/or Tax Information Authorization, TIA, requests online. So you must have a CAF number. So, Tax Pro Account cannot be used to request CAF numbers. And that this Tax Pro Account supports basic POAs for individual taxpayers only at this time. In addition, tax pro can access the following features. Address validation, they do need to use exact address that IRS has on file. Tax Pro Account cannot be used to update an address. And Tax Pro Account does support multiple representatives on POAs, as well as multiple designees on TIAs. All right, Yvette, that's all the key points we have. I'm going to give it back to you. Yvette Brooks-Williams: Thanks, Sharyn. Audience we are planning additional webinars throughout the year. To register for all upcoming webinars, please visit, keyword search webinars, and select the Webinars for Tax Practitioners or Webinars for Small Businesses. When appropriate, we will be offering certificates and CE credit for upcoming webinars. We invite you to visit our video portal at There you can view 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 the live broadcast. Again, a big thank you to our speakers, Sharyn, Nadia, Ashley and Kirk, for a great webinar, for sharing their expertise, and for staying on to answer your questions. I also want to thank you, our attendees for attending today's webinar, "Digital Day by IRS' Online Services - Part II." 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 can use with your credentialing organization for 2 possible CPE credits. If you stayed on for at least 50 minutes from the official start time of the webinar, you will qualify for 1 possible CPE credit. Again, the time we spent chatting before the webinar started doesn't count towards the 50 or 100 minutes. Now, if you are eligible for continuing education from the IRS and registered with your valid PTIN, your credit will be posted in your PTIN account. If you are eligible for continuing education from the California Tax Education Council, your credit will be posted to your CTEC account as well. Now, if you're registered through the Florida Institute of CPAs, your participation information will be provided directly to them. And lastly, if you qualify and have not received your certificate and/or credit by October 7, please e-mail us at The e-mail address is shown on this slide too. If you are interested in finding out who your local stakeholder liaison is, you may send us an e-mail using the address shown on this slide and we'll send you that information. We would really appreciate it, if you would take just a few minutes to complete a short evaluation before you exit. If you'd like to have more sessions like this one, let us know. If you have thoughts on how we can make them better, we want to know that as well, so please share with us. If you have requests for future webinar topics or pertinent information, you'd like to see in an IRS Fact Sheet, Tax Tip or FAQs on, then please include your suggestions in the comment section of the survey.

Click the Survey button on the screen to begin. If it doesn't come up, make sure that you have disabled your pop-up blocker. It has been an absolute 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 the webinar.

We hope you found the information presented today helpful. You may exit the webinar at this time. Have a really good day.