TaxStatus Support

TaxStatus supports several ways to pull information from the IRS depending on what works best for you and each of your clients.

<a href="https://support.taxstatus.com/en/articles/11404731-request-instant-insights">Request Instant Insights</a>

<a href="https://support.taxstatus.com/en/articles/10388410-how-does-taxstatus-live-link-work">How does TaxStatus Live Link work?</a>

What is the best way to get my client files from the IRS?

TaxStatus Live Link vs. Instant Insights

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Features	Live Link	Instant Insights
IRS authorizes the request	✅	⛔
Data available in days to weeks	✅	⛔
Data can be updated	✅	⛔
Available to individuals	✅	✅
Available to businesses	✅	⛔
Identity verification requires ID + selfie (+ verification document for businesses)	✅	⛔
I can link to my professional IRS account (if I have CAF + TDS)	✅	⛔
Taxpayer authorizes the request	⛔	✅
Data available within minutes	⛔	✅
One-time snapshot of data	⛔	✅
Requires an ID.me account	⛔	✅
Requires an IRS.gov account	⛔	✅