If you are a tax professional with an IRS-assigned CAF (Centralized Authorization File) number AND have access to a TDS (Transcript Delivery System) mailbox, follow these simple steps to have TaxStatus automatically download transcripts from TDS and your SOR mailbox.
Step 1: Sign in to TaxStatus
Step 1: Sign in to TaxStatus
Log into your TaxStatus account, then visit Your profile.
Scroll to Tax Professional Configuration at the bottom. Choose (2) View written instructions, then (2) deep link to the IRS login by clicking IRS Account Linking.
Step 2: Sign in to IRS.gov
Step 2: Sign in to IRS.gov
By clicking the link from your profile page, you will deep link to this login page.
Select your Organization.
Choose A2A Setup
Step 3: Connect the two platforms
Step 3: Connect the two platforms
From TaxStatus, copy the Client ID.
Paste this into the IRS system:
IMPORTANT!
The IRS website will generate a Full User ID. Copy the Full User ID and paste it into TaxStatus. Keep a copy of this ID. It cannot be regenerated.
Paste this value into TaxStatus. Enter your name, address, CAF number, PTIN, phone, and fax. Save CAF details.
These instructions can also be found here: https://app.taxstatus.net/StepsForSOR.htm
Contact [email protected] if you need additional guidance.