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IRS transcripts provide practitioners with records and insights into actions made by the IRS and a client. They offer information about past, present, and even future actions on a taxpayer’s account. Understanding how to read and review IRS transcripts is critical during the resolution process and can be utilized for return preparation as well.
During this webinar, attendees will receive general knowledge of IRS transcripts and how to obtain them. We’ll also review copies of actual transcripts to get a hands-on understanding and will share practical pointers on how to analyze transcripts.
Why Should You Attend?
One of the most important first steps to successfully representing taxpayers before the IRS, or even to preparing current tax returns, is to get the client’s internal transcripts.
The problem is that are several internal transcripts that present various data. One must understand which transcripts to obtain depending on the information needed. But that’s only half the battle. Master File transcripts are heavily coded. Unless one understands the codes, there’s no way to make sense out of the transcripts. This webinar presents solutions to all these challenges.
The information you’ll learn in this webinar will unlock the door to vital and indispensable information that the IRS keeps on your clients, which you absolutely must have access to if you’re going to be effective in your job.
Learning Objectives:
Session Highlights:
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