In the past, if your members had a valid power of attorney (POA) for their client, they had the option to visit a local Internal Revenue Service Taxpayer Assistance Center (TAC) to secure copies of tax data (tax return transcripts). Or, if they asked their clients to get this same information, they may have sent them to the local TAC.
Since October 1, 2003, the local TACs will no longer provide tax return transcripts, except in emergency situations. This change in procedure allows IRS to focus resources on providing Everyday Tax Solutions, including help with payment plans, offers in compromise (OIC), federal tax liens and levies, and IRS account or notice issues.
You can continue to request client transcripts in two easy and convenient ways- by phone or mail:
Call the IRS's Practitioner Priority Service toll-free at 866-860-4259, and follow the prompts in the automated system or speak to an IRS representative; or
Complete and have your client sign Form 4506, Request for Copy or Transcript of Tax Form, and mail it to the IRS address listed in the form's instructions. Form 4506 can be found in the Miscellaneous package of Ultimate Tax.
For emergency requests where the client cannot wait two weeks for mail delivery, TACs will provide same-day service for tax return transcripts only when documentation of an emergency is presented. Examples of acceptable documents include an appointment letter from a government agency, financial institution or university with a very short deadline; proof of an Immigration and Naturalization (INS) appointment within two weeks of the request; or an airline ticket showing a departure from the United States within two weeks.
This information is good for all years of UltimateTax.