This button works if you have a signed consent and IRS tax records are available from the IRS. When you push Update Records, the system will reach out to the IRS system to update all of the transcript types available for the tax period under consent. It takes the system time to update all of the transcripts. You will receive an email when the updated records are available.
Each user may use this button on up to three taxpayers per day. If you need additional client files updated, please reach out to [email protected]