Get The Early Notice You Need to Succeed
Simple, One-Time Setup Kicks Off Proactive IRS Transcript Monitoring
Every IRS Solutions member has full access to IAN at no additional cost. All you have to do is select the IRS transaction codes you want reviewed. IAN automatically:
- Reviews account activity for meaningful changes
- Alerts you to changes by email
- Downloads up to 100K transcripts per hour
- Applies built-in analysis to surface potential issues
- Gives you the time you need to prepare a defense
Monitor Every Client. Miss Nothing.
From CAF approvals to impending audits — IAN keeps watch so you don't have to.
CAF Approval
Monitored nightly Monday through Thursday, you’ll know right away that the CAF unit has approved your POA (Form 2848) or TIA (Form 8821) without having to log in.
Transcript Monitoring
Set your monitoring preferences and get proactive alerts when IRS activity changes. IAN can flag an impending audit up to six months in advance, giving you time to prepare, strengthen the file, and potentially reduce penalties.
Configurable Transcript Change Alerts
Choose what you want to monitor from a complete list of transaction codes, then decide who should receive alerts, and how you want to receive them. The flexible system allows you to adjust as needed. IAN checks the IRS system and sends alerts weekly. Need an update in between automated sessions? You can perform a manual check at any time.
Full Transcript Coverage
Monitor your Account Transcripts and your Wage & Income Transcripts to be alerted to any changes without having to login through ID.me.
Personal and Business Tax Monitoring
Monitor both personal and business taxes across your entire client base to be alerted to issues. IAN keeps watch so you can focus on resolution and strategy.
Bulk Transcript Downloads at Scale
Keep teams moving with high-volume transcript downloads at rates up to 100,000 per hour.
IAN Marketing Toolbox
Promote your services year-round with white-labeled social media images and other ready-to-use marketing assets.
Transcript Access Built for Tax Pros
IRS Solutions is an approved IRS Intermediate Service Provider (ISP). The platform connects directly to the IRS Transcript Delivery System (TDS) so you can securely download and monitor the transcripts that are important to you.
Transcripts
Shows most line items from the original return, including filing status and adjusted gross income (AGI).
Transcripts
Provides account-level details, including any adjustments made after the return was filed.
Includes third-party reported income data from forms such as W-2s and 1099s for a specific tax year.
Combines tax return and tax account transcripts into a single, useful document.
Award-Winning Results, Verified by Real Firms
2024 CPA Practice Advisor Innovation Award Finalist with Proven, Measurable Impacts.
Firms reported these results to the awards panel. Results may vary.
Grow Your Tax Business with IRS Advance Notice™
Boost your bottom line with automated transcript monitoring and change notifications.
Try our profit calculators to see how much additional revenue can be gained by adding IAN and Audit Monitoring to your tax practice. Some of our members have increased their bottom line by over $100,000 with little extra work.
Flat Fee Method
Percentage Method
IRS Advance Notice™ FAQs
IAN’s automated alerts let you know about a wide range of critical transcript changes. These include, but are not limited to:
- Impending audits and other IRS actions
- Federal tax lien or Installment Agreement modifications
- OIC activity
- Passport certification to the Secretary of State
- Form 2848/8821 approval
- Confirmation of receipt and correct application of returns and payments
Additionally, IAN keeps your clients protected by sending notifications to alert you that a tax return was filed. If you didn’t file this return, you can be proactive in identifying identity theft.
IAN can monitor your IRS transcripts. In practice, most firms choose to receive ongoing alerts for the transcripts that change most often and carry the most time-sensitive signals, including Account Transcripts and Wage and Income transcripts.
Other transcript types are updated infrequently by the IRS, so continuous alerts are often unnecessary. Those transcripts are still available for on-demand download whenever you need them.
Yes. IAN monitors personal and business tax accounts, giving you visibility across your entire client base. Individual transcripts available through the IRS Transcript Delivery System (TDS) include Account, Return, Record of Account, and Wage and Income. For businesses, available transcripts include Account, Return, Tax Return Transcripts, and Record of Account.
IRS Solutions members have instant access to a wide range of government transcripts and records, many covering a period of more than 30 years. This is just a sampling:
| Individual Income Tax Forms | |
|---|---|
| 1040 and 1040 Separate Assessment | 1990 through the current year |
| Tax Return Transcript (1040, 1040NR, 1040 SS/PR) | The previous 4 years |
| Record of Account | The previous 4 years |
| Wage and Income Statement and Summary | The previous 10 years |
| Estate and Trust Forms | |
| 706 and 706-NA Estate Tax Return | 1990 through the current year |
| 3520-A (Annual Information Return of Foreign Trust with a U.S. Owner) | 1990 through the current year |
| Retirement and Investment-Related Forms | |
| 5329 (Additional Taxes on Qualified Plans) | 1990 through the current year |
| Other | |
| Civil Penalty | 1990 through the current year |
IAN monitors and alerts you to changes on Account Transcripts for businesses, which are available through TDS. Wage and Income Documents for business are not available through TDS , or with IRS Solutions and IAN.
In addition to receiving alerts about liens, levies, and other changes that can tip you off to what the IRS is planning next, you can also automatically monitor and download these business account transcripts:
- 11C
- 706GS(T)
- 720
- 730
- 8752
- 8804
- 940 and 940EZ
- 941
- 943
- 944
- 945
- 990, 990C, 990EZ, 990PF, and 990T
- 1041, 1041A, 1041QFT
- 1042
- 1065, 1065B
- 1066
- 1120C, 1120F, 1120FSC, 1120H, 1120L,
- 1120ND, 1120PC, 1120POL, 1120REIT,
- 1120RIC, 1120S, and 1120SF
- 2290
- 4720
- 5227
- 8288
- CT-1
Beyond changes to client transcripts, you can also stay up to date with automatic alerts about:
- 2848/8821 approval
- Notifications of letters and notices to be sent to clients
- Federal tax liens filed
- Installment Agreement activity
- OIC activity
- Passports certified to the Secretary of State
…and more
IRS Solutions automatically downloads and updates your monitored transcripts every week. If you want updates sooner or more often, it’s fast and easy to get them. All you have to do is manually sign in through IRS Solutions and access the Transcript Delivery System (TDS). Just a few clicks trigger immediate transcript downloads for the clients you are monitoring.
IAN can process transcripts at scale with automated bulk downloads at rates of up to 100,000 transcripts per hour. This power and speed supports high-volume practices and eliminates the need for repeated manual requests within the IRS system.
It’s easy to access the documents that the IRS has placed in your Secure Object Repository. Just log in to IRS Solutions, access e-Services, and select Check Secure Mailbox. The system will retrieve the items stored in your SOR, and populate your reports.
No. TDS provides individual users with Account, Return, Record of Account, and Wage and Income transcripts. Business users can access Account, Return, and Record of Account transcripts. Wage and Income documents for businesses are not available through the IRS online system (you may be able to call the IRS and ask them to put these in your Secure mailbox).
You decide which transcripts to monitor, which IRS Transaction Codes to track, who receives alerts, and whether you want to receive them in-app or via email. Once set, IAN runs in the background, automatically downloading weekly updates and notifying your team when changes occur.
When clients come to you, they want more than tax advice. They want peace of mind. With IRS Advance Notice (IAN) on the team, that’s exactly what you’ll give them – and in fewer desk hours than ever. We’ll give you a full suite of free materials, including print brochures and social media posts to help you achieve your growth and profitability goals by marketing IAN to your clients as essential to their ongoing financial health.
Wondering what it looks like in action?
Read the true story of one IRS Solutions member who has created a steady, year-round income stream and grown his practice with IAN.
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IRS Solutions team members personally manage numerous real-life resolution cases every year. This keeps us current on tax laws and constantly-changing IRS regulations to ensure that we always offer the best and most innovative resolution software to meet your needs.
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