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TaxStatus Live Link vs. Instant Insights

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

Updated over 2 weeks ago

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

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

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