The IRS continues to urge taxpayers to create an online account.

The IRS continues to urge taxpayers to create an online account.  An online account is a simple, safe, and secure way to access a myriad of tax-related information.  With potential IRS platform updates to come over the next few years, we expect the use of these online accounts to become more helpful for all.

Currently, taxpayers can view the following information about their accounts:

  • Federal Tax payoff amount (if a balance due), which is updated for the current day
  • Federal Balance for each tax year for which they owe taxes
  • Federal Tax Payment history
  • Key information from their most current tax return as originally filed
  • Payment plan details, if applicable
  • Digital copies of select IRS notices
  • Current Address on file

Taxpayers can also access the following IRS services:

  • Make a same-day payment
  • Set up an online payment plan
  • Access tax records and transcripts
  • Authorize another person to represent them before the IRS or view their tax records
  • Approve and electronically sign Power of Attorney and Tax Information Authorization requests from their tax professional

The link below provides the login page for the IRS online accounts and FAQs about the IRS online account verification process using ID.me.  If you do not have an account with the IRS, choose the option “Create a new Account using ID.me.”

We recommend creating an account with the IRS to assist you with the above information and services along with assistance in gathering your tax information to prepare your return.

CLICK HERE TO CREATE AN ONLINE ACCOUNT