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 will need to input your IRS eServices login information and have a valid authorization (Form 2848 or 8821) on file with the IRS before submitting requests.
To get started with requesting a transcript, click Files on the global navigation bar. Alternatively, you can access transcripts for contacts in the Contact Record.
Request a Transcript
1. Choose Transcripts in the slide-in menu.
2. Click Request transcripts.
Select Sign in to the IRS if needed. To learn more about this process, read our Understand the IRS Sign-In Process here.
3. Select the Client type.
Options include New client and Existing client.
A note on New clients: If you select New Client, enter the client name, identify whether they are a Business or Individual, and a Primary contact.
4. Search for and select a client in the dropdown.
5. Use the Contact dropdown to select a specific contact.
6. Verify that the SSN/ITIN number is correct.
If an SSN/ITIN number is assigned to a contact already, the number will autofill after selecting the contact in step 5.
7. Select the Organization you want to request with.
If you're not signed into the correct Organization, you'll have to wait until the current session expires and then log in to the appropriate Organization.
8. Select the CAF Number for your organization.
9. Add an optional expiration date for the POA on file.
10. Select Manage forms if needed.
Learn more about managing forms in the next section of this article.
11. If needed, select a cadence to repeat transcript requests.
Options include: Does not repeat, Every week, Every month, Every quarter, or Every year.
Hover over the tooltip to read more about repeating requests.
12. Specify a Start and End date.
These options are not visible if Does not repeat is selected in step 9.
13. Click Request transcripts.
Note: Based on your settings when requesting a transcript, you will get a badge/email notification. If a new version is available with a repeating request, you will also receive a notification of that.