Step 1 Complete Your Digital Authorization
The first step is to provide consent and authorization. eTaxTranscript offers an electronic option to sign Form 8821.
eTaxTranscript Features for Every Step of Your Workflow
Request and retrieve IRS tax transcripts, manage authorizations, track activity, and monitor tax accounts all in one organized online platform.
Get More Clarity Into Your Tax Transcript Process.
Manage tax transcript requests, digital authorization, status tracking, and account monitoring with eTaxTranscript. Keep everything organized in one platform without relying on multiple emails, documents, spreadsheets, or systems.
Request and Retrieve Tax Transcripts Online
Start IRS transcript requests through a guided online process. Keep request details and retrieved records organized for easier access and follow-up.
Explore available transcript typesSolutions for Lenders & Enterprise Teams
Need income verification, API integration, or custom pricing? Connect with our team to discuss your requirements.
Contact Us-
Guided Online Requests
Start the transcript retrieval process with guided digital authorization and built-in status tracking.
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Transcript Access
Securely access requested transcripts and download them when they become available.
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Supported Tax Years
Select the applicable available tax periods for your transcripts through a single request.
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Centralized Records
Keep related transcript requests, statuses, and retrieved documents in one workspace.
Keep Authorizations and Requests Moving
Reduce manual coordination in the transcript retrieval process with guided digital authorization and built-in status tracking.
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Guided Authorization
Complete the required digital authorization steps through a guided step-by-step process.
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Electronic Signatures
Allow users to digitally sign authorizations for eligible authorization workflows.
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Request Status Tracking
Follow the tax transcript retrieval request process and identify when follow-up is needed.
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Request Management
Keep requests, statuses, and activities organized and tracked on a single platform.
Stay Informed After a Transcript Request
Enable monitoring to review and get insights into relevant changes to an IRS account after the initial transcript request.
Explore Tax Account Monitoring-
Ongoing Monitoring
Continue to monitor account information beyond the initial request.
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Account Changes
Identify any relevant changes in an account that may need closer review or investigation.
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Payments and Balances
Review changes to tax payments, account balance, and other relevant activities.
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Filing Activity
Keep yourself updated anytime an account or filing status changes.
Verify Income Using IRS Transcript Data
Use transcript data to review available income information reported to the IRS to support borrower verification, client reviews, and other authorized assessment workflows.
See Income Verification-
Reported Income Review
Compare reported income with the information shown in available IRS records.
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W-2 and 1099 Information
Review reported wage and payer-reported information from IRS transcripts.
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Borrower Verification
Support lender and underwriter reviews with official IRS tax record information.
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Identify Discrepancies
Compare reported income to transcript data to find potential inconsistencies.
Bring More Visibility to ERC Cases
Organize Employee Retention Credit cases and improve the visibility by providing a clearer status and keep associated account details together.
See ERC Tracking-
Centralized ERC Cases
Organize multiple ERC cases through a single workflow.
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Case Status Visibility
Check where each ERC case stands and identify what needs attention.
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Related Tax Accounts
Monitor relevant tax account for updates and case review.
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Case Records
Keep ERC case details organized for ongoing review and client communication.
How eTaxTranscript Works
One straightforward process, from your first request to transcript access.
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Step 2 Submit Your Request And Track The Status
You can submit a Form 4506-T transcript request through eTaxTranscript and see the status of the request.
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Step 3 View and Download Your Transcript
If the request is approved, you can securely access the transcript and download a copy.
Built For Individuals & Professional Teams
Work with IRS transcript information in the way that fits your role, whether you are managing client requests or retrieving your own tax records.
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Onboard New Clients
Obtain authorized prior-year tax information and organize it for an easier onboarding setup.
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Prepare Tax Returns
Review prior-year information and available reported-income details to help with tax preparation.
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Research Notices and Account Activity
Check payments, adjustments, and other transcript details that may help with case resolution.
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Support Income Verification
Compare applicant or client information with available IRS records to support income verification.
Keep Tax Records and Transcript Request Activity Organized
Manage sensitive tax information, supporting authorization details, and ongoing request activity through a centralized online workflow.
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Centralized transcript access
Find retrieved records, documentation, and related activities in one place.
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Authorization records
Retain the records related to the authorization and consent for each request.
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Request visibility
See the status update of the request without checking individual requests.
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Organized case information
Keep the relevant request activity documentation together for follow-ups.
Bring Your Transcript Workflow Into One Place
Start requesting IRS tax transcripts and manage the process with less manual follow-up.