REQUESTING TRANSCRIPTS(3 BASIC TYPES)

MFXTRA TRANSCRIPT (COMPLETE HISTORY OF ALL ACTIVITY)

MASTER FILE TRANSCRIPT (DETAILED, COMPLETE TRANSCRIPT; CODES FOR EVERY ENTRY)

W2/1099 TRANSCRIPT (WHAT WAS REPORTED AS BEING PAID TO TAXPAYER)

Very useful if client does not have records and needs to file returns.

REQUEST TRANSCRIPTS USING:

PRACTITIONER PRIORITY SERVICE (PPS) 866-860-4259

  • Legal assistant can request transcripts;
  • Have Form 8821 prepared and ready to fax
  • Call PPS @866-860-4259
  • Push 1 for Individual; Push 2 for Business
  • An agent will become available;
  • Inform agent that we have a signed Form 8821 and ask if he wants it faxes; they always do.

WHAT YOU CAN EXPECT:

  • W-2/1099 INFORMATION IS OFTEN FAXES WHILE STILL ON THE PHONE
  • 1040 OR 940/941 INFORMATION USUALLY TAXES 2 WEEKS.

*ONCE WE RECEIVE TRANSCRIPT INFORMATION, CALL THE CLIENT TO SET UP AN APPOINTMENT TO REVIEW THE INFORMATION.

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