IRS Online Services

1 AFSP, EA, CPA, CRTP

Track:

Mid-career and beyond

More and more of our day-to-day work with the IRS is happening online, so it is important to know how to use the IRS’s digital tools effectively. This presentation will provide an overview of all the available IRS online services and demonstrate how to navigate IRS online accounts, with a primary focus on the Tax Pro Account. This session will help attendees understand how these online tools support effective tax management.

Objectives

Upon completion of this session, you will be able to:

• Access and navigate the Tax Pro Account to manage authorizations and view taxpayer information

• Use Individual Online Accounts to understand and manage tax obligations, resolve issues and maintain tax compliance

• Use Business Tax Accounts to make payments and review payment history, access business tax records, notices and correspondences

CPE information

Duration: 50 minutes
Course level: Update
Prerequisite: Basic familiarity with IRS e-Services
Advanced preparation: None
Delivery method: Group Internet-Based

	CPE credits	Designation	Field of study
IRS	1	AFSP	Federal Tax Law Update
IRS	1	EA	Federal Tax Law Update
NASBA	1	CPA	Taxes
CTEC	1	CRTP	Federal Tax Law Update
CFP Board	0	CFP®	n/a

Instructor(s)

Krista Sullivan