What happens if the IRS denies my request for records?
What happens if the IRS denies my request for records?
In the case of an IRS denial, you will need to request a new signature. You may need to first edit your client’s information if there are any discrepancies.
For instructions, please visit How to Edit & Resubmit a Consent Request.
Why was the request denied?
Why was the request denied?
The IRS manually reviews each request to retrieve records. Occasionally, the IRS denies a request most often due to simple discrepancies in the SSN/EIN, name, or address, or title of an authorized signer (for a business). However, the IRS does not specify the exact reason for denial.
For more information about denial reasons and solutions, please visit IRS Denied or Passed Over a Tax Record Request.
My client received a letter in the mail from the IRS. What should we do?
My client received a letter in the mail from the IRS. What should we do?
If your client receives a letter in the mail from the IRS pertaining to the denied request, they can safely disregard it.
Who are the people listed on the denial letter from the IRS?
Who are the people listed on the denial letter from the IRS?
The individuals listed are your TaxStatus-assigned designees for the purposes of downloading tax records. The IRS requires a licensed individual to be included as designee on any authorization that will be used to download transcripts electronically. They do not see your customer information.
What if the IRS denies my request because of the address?
What if the IRS denies my request because of the address?
The IRS uses the address on the last filed tax return for verification. If the IRS does not authorize your request and the address is incorrect, you can edit the address and reconsent the taxpayer.
On the profile page, make the necessary edit and Save details.
Click Scope next to Request tax records to open a new menu.
Click Reset request (for new signature).
Copy your consent link and send it to the taxpayer
Once a new e-consent is signed, a new order will be submitted to the IRS.
Best practice includes sending a follow up email to your TaxStatus representative. They can make sure the request isn't flagged as a redundant.
What is the difference between a request being “denied” versus “passed over”?
What is the difference between a request being “denied” versus “passed over”?
Passed Over
The IRS generally responds to submissions in chronological order. TaxStatus monitors for unfulfilled requests based on their submission date. These are considered passed over. When a request is passed over, the TaxStatus system automatically resubmits the request. A note will appear on that case letting you know the date that your request was resubmitted. The IRS frequently provides data in response to a resubmitted request.
Denied
Occasionally, the second submission is also passed over. At this point, the request is considered denied. A new system note will appear on that case to this effect.
If the IRS passes over the request a second time, this is an indication that something in the request does not match what the IRS has on file for that taxpayer, and the TaxStatus system will mark it as denied.
A new signature is required to submit a request to the IRS once it has been denied. For instructions, please visit How to Edit & Resubmit a Consent Request.