IRS Transcripts: How to Read, Analyze and Monetize

Description

Learn how to read and analyze IRS transcripts like a pro.

We will focus on understanding the differences between Account Transcripts, Tax Return, Record of Account, Separate Assessment, Civil Penalty and Wage and Income Transcripts, and when to use each transcripts type.

We will also discuss new authentication procedure for ID.me, the latest in identity verification technology used by the IRS for e-Services and other applications, how to set up your SOR (Secure Object Repository or Secure Mailbox) and e-Services account, as well as how to delegate your transcripts tasks to non-designated staff members.

You will also learn five proven ways to monetize IRS Transcripts the way you may have not realized before.

This webinar will benefit CPAs, EAs, Tax Preparers and their support staff as well.