Having problems pulling IRS transcripts electronically? The IRS is gearing up for maintenance and an upgrade to e-Services.
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Having problems pulling IRS transcripts electronically? The IRS is gearing up for maintenance and an upgrade to e-Services, so there will be times from this week through June when you won’t be able to use the Transcript Delivery System. Here’s a look at the details.
As part of the IRS’ annual systems maintenance, several IRS services will be unavailable during Memorial Day weekend. Maintenance will begin Friday, May 26 at 6 p.m. and end Tuesday, May 30 at 5 a.m. (Eastern Daylight Time).
Unavailable services will include e-Services Transcript Delivery System, TIN Matching, e-file, and Affordable Care Act applications.
Canopy’s Transcripts Tool uses e-Services to pull free transcripts, so it will be down during maintenance as well. If you’ve already been experiencing issues with our tool, that is also due to temporary shutdown on e-Services’ end.
e-Services will be unavailable again from the evening of June 15 to the morning of June 19 as the IRS makes upgrades. The goal is to make e-Services more modern and secure.
The IRS has stated that “use of e-Services products will not be affected” and that there will be “no changes to the log-on process.” However, some state tax authorities will not be able to file new or update existing Transcript Delivery System applications through October.
This summer at Canopy, we will be updating our Transcripts Tool to work with the new e-Services updates. It is likely that our tool will not be available as we make the necessary changes. Be sure to check back with us throughout the summer, as we will keep you updated with any new information.
Interested in learning more about IRS transcripts? Download our ebook IRS Transcripts: An Easy-to-Understand Guide. It’s free!
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Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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