IRS E-Services Help   E-Help Desk Phone Number: 1-866-255-0654

Who can access the IRS Transcript Delivery System (TDS)?
How can I verify if I have access to the Transcript Delivery System (TDS)?
How to recover a lost or forgotten E-Service Username?
How can I register for E-Services and access to the Transcript Delivery System (TDS)?
How can I reset an expired or forgotten password?
How do I get a CAF number?
How to recover a lost or forgotten CAF number?
How can I assign a delegated user?
How do I fill out a 2848 or 8821?
Should I use a 2848 or an 8821?
Who can access the IRS Transcript Delivery System (TDS)?
  1. Enrolled Agents
  2. CPA's
  3. Attorneys
  4. Anyone who has an EFIN with at least 5 E-Filed tax returns (If you are listed as a Principal or Responsible Party you should have access automatically).
  5. Be an assigned Delegated User of an entity or individual who has access. Click Here for info on assigning a Delegated User.
How can I verify if I have access to the Transcript Delivery System (TDS)?
There are 2 ways to verify access to the Transcript Delivery System:
  1. Login to E-Services. Select the organization you believe has access. On the main E-Services page you should see a link for the Transcript Delivery System. If you see it you have access.
  2. Call the IRS E-Help Desk (1-866-255-0654) and ask them if you have access.
Many times individuals should have access to the Transcript Delivery System but it is not turned on in the IRS system. If you should have access the IRS E-Help Desk can assist you with getting it activated.
How can I register for E-Services and access to the Transcript Delivery System (TDS)?
There are two steps in this process:
  1. Create an E-Service Account Click Here. This process can take 7-14 days because a confirmation letter is sent to your address of record.
  2. Register for an EFIN
    1. Log into E-Services.
    2. Click on "Application" --> "e-File Application" --> "New Application"
    3. If you are an EA, CPA or Tax Attorney who does not file tax returns select Business Type = Sole Proprietorship NO to the Do you have an EIN Question (Answer no even if your company has an EIN.  You are signing up as an individual.  If you sign up under an EIN you must have 5 E-Filed returns for any tax year.)
    4. Complete the rest of the application and make sure you submit it at the end with your PIN from your E-Service Account.
    5. Check back in E-Services once a week to check the application status (you will wait an extra couple of weeks if you wait for the letter in the mail). This process can take 1 week after tax season and 4-6 weeks at the start of tax season.
    6. You will not be able to submit the application until you confirm your E-Service Account when first signing up for E-Services.
    7. Any issues call IRS E-Help Desk 866-255-0654 or THS at 404-910-3605.  We are happy to help.
How can I reset an expired or forgotten password?
My recommended procedure is as follows. Call the E-Help Desk (1-866-255-0654) and advise them you need to reset your password. Verify your address on record because they are going to send you a letter via US Mail with a confirmation code. The letter usually arrives with 7-14 days. If they send it to the wrong address you will not receive the letter. You can also reset your password online from the login page. I do not recommend this method because you are not able to verify your mailing address of record. After November 2nd, 2014 users will be able to reset their own password by answering their account security questions.  This is a new process.
How can I assign a delegated user?
To assign a Delegated User to your E-Services Account follow the following steps:
  1. Log into E-Services and select any organization-->Application-->E-File Application-->Select the EFIN Location you want to add the Delegated User to.
  2. Click on Delegated User(s) and complete the information. Don't forget to click "Add" before saving.
  3. Go to the end of the application (Self Certification) and submit the application.
  4. The application should then show as Pending. In 7-14 days it should so Completed and the Delegated User should have access to E-Services.
Remember. Unless the Delegated User is a EA, CPA or Attorney they should use an 8821 to access transcripts.
How to recover a lost or forgotten E-Service Username?
If you forgot your E-Service Username or if you need to check if you ever registered for E-Services call the IRS E-Service Help Desk at 1-866-255-0654.
How do I get a CAF number?
It can take 2 - 4 weeks to get a CAF Number so send one in as early as possible. You do not need to wait until you have an E-Service Account to apply. Complete a 2848 or 8821 and send it in to the CAF Unit. See the instructions on how to complete a 2848 or 8821 below. Remember to put "none" for a CAF Number on the form. If you do not receive a letter with your new CAF Number in two weeks call Practitioner Priority Services at (866) 860-4259.
How to recover a lost or forgotten CAF number?
If you are a tax professional and cannot remember your CAF number, you may call the Practitioner Priority Service, otherwise known as PPS. PPS may be reached at (866) 860-4259. Once you provide your authenticating information, they can verbally give it to you over the phone. If PPS is unable to authenticate you as the owner of the CAF number then PPS will mail the number to the CAF address of record.
How do I fill out a 2848 or 8821?
  1. IRS Form 2848
  2. IRS Form 8821
Should I use a 2848 or an 8821?
A 2848 is a Power of Attorney and an 8821 is a request for information. Usually you need to be an EA, CPA or Attorney to submit a 2848. The 2848 allows you to represent a taxpayer before the IRS. An 8821 is a request for information and can be assigned to whoever the taxpayer chooses. Anyone can get an 8821 assigned to them (The taxpayer signs the form authorizing access to their information).