E-Services is Opened to all Circular 230 Practitioners
Starting November 1 IRS is opening the use of e-services to all enrolled agents, certified public accountants, and attorneys (Circular 230 Practitioners). Previously, e-services including disclosure authorization (DA), electronic account resolution (EAR), and transcript delivery (TDS) was only available to EROs who had filed five or more accepted returns.
The enrollment form needs to be started online. IRS will then respond through the mail with the codes needed to complete the enrollment. Once these codes are entered the online application can be completed. As soon as the application is completed you can start using e-services; there is not a time lag.
In order to use e-services after the application is completed you need to have a POA from the client. This POA can be faxed to IRS or entered through e-services. As soon as it is in the IRS system, you can access that client’s data. Entering the POA through e-services makes e-services immediately available.
E-services allows access to the Disclosure Authorization, Electronic Account Resolution, and Transcript Delivery System. These give us information from IRS computers showing transcripts of returns, federal info from W2s and 1099s, account status, just to mention a few.
For more information on e-services you can visit the e-service link in the “tax professionals” tab of www.irs.gov or contact the IRS liaison in your area. We have found them very willing to help out. They especially like addressing e-services in seminars where they can talk with a group of tax practitioners at one time.
DVDs AVAILABLE – Ashwaubenon Tax Professionals now has DVDs on various topics that qualify for continuing education credits. At the end of this email is a list of the current DVD topics available.
This text has been shared with you courtesy of: David & Mary Mellem, EAs & Ashwaubenon Tax Professionals, 920-496-1065 (fax 920-496-9111) , , , and
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TAX DVDs CURRENTLY AVAILABLE – We have developed several DVDs on various tax topics. Below is our current list with more expected to be developed. Each DVD (other than the Ethics) is approximately 100 minutes in length and qualifies for CPEs upon completion of the CPE exam with at least 70% accuracy. The text can be sent with the DVD as either paper or as a pdf copy. If you are interested, please contact us for an order form or more information.
- AMT
- Death (various tax issues including final return, basis, IRD)
- Debt Forgiveness
- Ethics – Circular 230 – 50 minutes (1 CPE)
- Ethics – Beyond Circular 230 – 50 minutes (1 CPE)
- Form 1041
- Form 4797
- Recent Laws and Developments
- Net Operating Loss
- Retirement Plans
- Schedule D