Instant Insights allows the taxpayer to grant permission to access a limited scope of their records once.
If you have Instant Insights enabled in your TaxStatus system, there are two ways you can use it. If you would like to simplify your client's experience, prefill their information. If they do not mind signing into ID.me twice, you can simply send them your link.
PREFERRED METHOD: Prefill your client data in TaxStatus, then generate a link for them.
PREFERRED METHOD: Prefill your client data in TaxStatus, then generate a link for them.
Follow the instructions to add an individual to your TaxStatus system.
Click the 3 dots in the Instant column.
That opens a new window. Choose create a new request.
A link will be generated. Copy and send this link to your client.
See the steps below for the taxpayer's experience.
ANOTHER OPTION: Send the Instant Insights link without prefilling information.
ANOTHER OPTION: Send the Instant Insights link without prefilling information.
Copy your Instant Insights link. Send it to your clients.
They will click the link and follow the prompts. First, they will log into ID.me to verify their identity and generate a request that is sent to their IRS.gov account.
Then, they will log into their IRS.gov account. This involves going through ID.me a second time.
See the steps below for the taxpayer's experience.
The taxpayer goes through following steps regardless of which path above is chosen.
The taxpayer goes through following steps regardless of which path above is chosen.
Using the link you provided, your client will sign into their IRS.gov account using ID.me, the federal government's secure technology provider.
They choose Approve/Reject.
They check the boxes and choose Approve.
