IRS Transcript Retrieval Guide
Follow these steps to download your IRS transcripts and upload them securely.
256-bit Encrypted Uploads
Private Storage
No Public Access
Official IRS Login
What Are IRS Transcripts?
Understanding what transcripts are and why your tax preparer needs them
An IRS transcript is an official summary of your tax information that the IRS has on file. Your tax preparer uses these to verify your tax history, identify any issues, and ensure you're in full compliance.
| Transcript Type | What It Shows | Priority |
|---|---|---|
| Wage & Income | W-2s, 1099s, and other income reported to the IRS by employers and payers | Required |
| Account Transcript | Payment history, penalties, balances owed, and account adjustments | Required |
| Return Transcript | Line items from your filed tax return (income, deductions, credits) | Recommended |
| Record of Account | Combined return + account transcript (most complete view) | Recommended |
| Verification of Non-Filing | Confirms you did NOT file a return for a specific year | If applicable |
Why does your tax preparer need these? Transcripts allow us to verify your full tax history, catch discrepancies before the IRS does, identify outstanding balances or penalties, and ensure you're fully compliant.