Not sure how to get a CAF Number? We'll help you out. Check out our step-by-step guide here.
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Lauren Miller is a content writer for Canopy.
If you are looking to start offering tax resolution services, there’s a few things you’ll need to take care of first. One of those things is getting a CAF Number. We’ll walk you through that process here.
A Centralized Authorization File Number, or CAF Number, is a nine-digit number issued by the IRS the first time a tax preparer files tax information authorization or power of attorney. The IRS uses this unique number to keep track of requests for client information, like transcripts.
To get a CAF Number, you can submit Form 2848 or 8821 to the IRS and put “none” in the space asking for a CAF number. Within a few weeks, you will receive an assigned CAF Number from the IRS.
Once you have your CAF Number, you should use it on all future forms.
This form allows you to request power of attorney for your clients. Learn more about how to fill out this form (and get it approved the first time) here.
Filing IRS Form 8821 authorizes tax professionals (or other individuals or organizations) to get confidential tax documents for their client. It can also cancel prior tax information authorizations that are no longer needed. Learn more about filling this form out here.
If you can’t find your CAF Number, don’t worry. You simply need to call the Practitioner Priority Services at 866-860-4259. After verifying your identity, they will tell you your CAF Number.
Once you get your tax resolution services up and running, consider trying out Canopy’s award-winning transcripts tool. Once you have your CAF number, using this tool and leveraging Canopy’s direct IRS integration can help you quickly, easily, and securely retrieve and monitor transcript information for your clients. Looking for more help to launch your tax resolution services? Check out Canopy’s other resources here.
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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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