Once you have added a taxpayer to the system, you can adjust the scope of your request BEFORE you request consent.
First, add a taxpayer (see How do I order Tax Records in Related Articles). When you click the box to "Request tax records for this person," some new options will appear at the right.
Click on the word Scope and a new set of options will appear.
Use the drop down menus to edit the number of years of Past and Future data to request.
IRS limits Tax Return and Record of Account Transcripts to four years in the past.
IRS limits Wage & Income Transcripts to 10 years in the past.
IRS limits Account Transcripts to 25 years in the past.
IRS limits Future consent in the future to 3 years.
For business returns, use the drop down menu to change the month that their fiscal year ends. This applies to forms 1120, 1065, and 990.
Save details and then Send clients your bespoke consent link.
