GETTING STARTED WITH E-SERVICES

Getting Started With E-Services : 

E-Services are a suite of web-based tools that allow Tax professionals, and others, to conduct online transactions with the IRS including access to taxpayer transcripts. The IRS continues to expand and improve online services, which should accelerate with funding from the Inflation Reduction Act (IRA). Planned improvements include integrations with taxpayer accounts (including some notices), quicker access to transcripts, and more tools for tax pros. Online integrations and services have evolved over the last few years and will bring more change to the industry in the years ahead. This webinar will walk you through e-Services; signing up, accessing tools, and future developments.

Learning Objectives :-

• List the steps required to sign up for e-Services, including those with an EFIN.
• Practice navigating the login process and different tools available under e-Services.
• Determine how to use the various tools available via e-Services, the requirements for use, and how to access.

Who Will Benefit:

• CPA Enrolled Agents (EAs)|
• Tax Professionals Attorneys
• Other
• Tax Preparers
• Finance professionals
• Financial planners
  

Credits and Other information:-

      - Session Duration: 2 Hours

      - Case Studies and Live Q&A session with speaker

      - Power Point presentation for reference

      - Session learning level: Basic

      - Delivery method: Group Internet Based

      - IRS Credits: 2 Tax Hours

       - Recommended field of study – Taxes

       - Session Prerequisites and preparation: None

       - Location: Virtual/Online

       - Attendance Requirement:  Yes