Activate your IRS Account

For whatever reason, I don't find this is well-known among the general population. You can create an account/login with the IRS to see tax filing transcripts, verify income data, see notices, taxes due, etc.

Usually, what's required to create one is verification of prior-year tax return data filed.

Another huge new feature that has us tax pros all excited is the ability for clients to approve POA (Power of Attorney) through their portal. This little form allows us to speak to the IRS on your behalf. Previously, these had to be faxed or mailed in.

Potentially, with the increased funding, the portal will continue to become more useful for both taxpayers and tax pros alike. Regardless, activate your account NOW so it's ready to go for the 2023 filing season.