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Tax professional resources

Can your clients prove they are entitled to credits and deductions?

Avoid delays in processing returns—claim only the credits, income and deductions your clients can provide required documentation for.

If your clients get an inquiry letter from us (or the IRS) they must supply the acceptable proof. To help you and your clients determine whether they may claim certain credits or itemized deductions, review our detailed checklists for the required documentation.

Required documentation

 

Assist my client online

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From your client’s first estimated tax payment to resolving an issue, your Tax Professional Online Services account provides 24/7 access to the tools you need.

Access my client’s information

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With your client’s permission you can access their information and assist them online. There’s no faster, more convenient way to resolve your client’s tax issue.

Learn about my responsibilities

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Review the e-file mandate for tax professionals and the requirements for registration and education.

Find what I’m looking for

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We’ve taken your most frequently asked questions and searches, added more ways to keep in touch, and made a desktop for you. If we’ve missed something, let us know!

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