Heads Up! If you see features in this article that aren’t in your account, this article may be what you're looking for instead.
To request a transcript, you need to enter your IRS eServices login information and have a valid authorization (Form 2848 or 8821) on file with the IRS before submitting requests.
Start requesting transcripts by clicking Files on the global navigation bar. Alternatively, you can access transcripts for a specific client at the client level. The session login lasts one hour, at which point you must log in again to continue your session.
Where to Sign In to the IRS
Global Transcripts page
Find this page by going to Files > Transcripts.
Client Transcripts page
This is found under a Client Record > Transcripts.
You can also see a Sign In prompt on the Integrations page
Go to Settings > Integrations to find this area of Canopy.
When you aren't in an active session, there is a prompt to Sign in to the IRS any time you click to request a transcript.
Sign-In Process
When you click Sign in to the IRS, a new tab opens with the IRS eServices login. Also, please ensure valid authorization (Form 2848 or 8821) is on file with the IRS before submitting requests.
Note: These steps are similar to how you would access the Transcript Delivery System (TDS) through the IRS site.
1. Click Sign in with ID.me.
2. Enter your credentials to Sign in.
3. Complete the 2FA steps.
4. On the Select Organization page, choose the organization you use to access the TDS.
5. The first time you log in, you need to click Grant Access on the ISP Authorization page:
You won't see this page again after completing the first sign-in.
After these steps, the page will redirect to Canopy from the IRS window.
After Sign In
Signed-in status
Once signed in, you'll see the signed-in status indicator where the Sign in to the IRS button previously existed. The status also shows the organization with which the user signed in.
A Note on Multiple Organizations: Starting a session with more than one organization is not supported by the IRS through their ISP authorization method. We recommend using one organization to request transcripts. This best practice will help you to use the Transcripts feature more quickly and efficiently.
Follow the steps below to switch organizations:
Wait for your current Canopy session to expire (1 hour from sign-on)
Visit the IRS TDS site and log out of your current organization
Return to Canopy and complete the sign-in steps, this time using the other organization information
Tabs on Transcripts Page
There are now 2 tabs at the top of the Transcripts page.
All Transcripts
Scheduled Requests
The All Transcripts tab acts the same as the previous Transcripts page and displays all requested transcripts. The Scheduled Requests tab shows any requests that are currently set to a schedule. It shows which requests are past due with a red dot by the Next Send Date. It also shows the Organization being used for the recurring request and a “signed in” status.
A blue dot means you have an active sign-in with the organization.
An open gray dot means you are not currently signed in with that organization in Canopy.
A red dot in the Next send date column requires a login before the request can be processed.
From this page, you can see upcoming recurring requests. You can also manually select requests and send them off by using the check box on the left side and then clicking Request Transcripts in the top right corner.
Note: If you manually select and request from this page, the recurring request schedule will not change and will still be scheduled to request on its next send date.
If past-due Scheduled Requests are on this page, the requests will automatically be sent when you start a session under the correct organization.
Request Transcripts Modal
In the Request IRS e-Services Transcripts window, you can see the organizations drop-down with signed in/signed out statuses:
Note: This shows the state of the field if the organization is not in an active session.
This would only come up if your session timed out while you are in the request window.
You must choose an organization with an active session to click Request Transcripts.
Notifications
If recurring requests are scheduled on the current date or any prior date, an email and notification remind you to sign in to the IRS (except on Saturday, Sunday, and federal holidays).
Badge Notification:
Email:
Settings:
Turn off notifications and emails for Recurring requests here if needed. You can find these settings under Settings > Notifications > Transcripts.
