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

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