IRS transcripts provide practitioners with records and insights into actions made by the IRS and a client. They offer information about past, present, and even future actions on a taxpayer’s account. Understanding how to read and review IRS transcripts is critical during the resolution process and can be utilized for return preparation as well.

During this webinar, attendees will receive general knowledge of IRS transcripts and how to obtain them. We’ll also review copies of actual transcripts to get a hands-on understanding and will share practical pointers on how to analyze transcripts.

Learning Objectives: 

• Recognize the importance of transcripts 


• Recall how to get authority to obtain transcripts for your clients 


• Give examples of commonly used external transcripts 


• Determine what transcripts are needed for your client’s case 


• Recall how to analyze the information

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222