Tax Law and News

IRS e-Services Migration and Registration Requirements

Written by Intuit Accountants Team
Modified Jan 2, 2018
2 min read

As the IRS migrates its e-Services to Secure Access, all IRS e-Services users are required to register for a Secure Access account. To avoid any delays in your season readiness, the IRS is offering the option of phone assistance to those who have not already completed registration for Secure Access and strongly recommends preparers take action the week of Dec. 4, 2017.

If you already have created an account using the Secure Access process via Get Transcript Online, for example, there is no further action you need to take.

To get started call, the e-Help desk at 1-888-841-4648 (select your language, then prompt 1 and remain on the line until a customer services representative picks up), 7:30 a.m. – 7 p.m., ET.

Here’s how this will work:

On the e-Help line, an assistor will ask a series of identity proofing questions based on current and prior year tax returns, and supporting information documents. If you are unable to authenticate by phone, you may make an appointment to go to an IRS office with two forms of identification. Once verified in person, you must call the e-Help Desk to continue this process.
The phone assistor will create a Secure Access profile with a temporary password and issue you an activation code by mail, which you will receive within five to 10 days.
You will use this activation code to complete Secure Access registration online, including registration of a text-enabled mobile phone to receive the security code you will need as part of the e-Services login process. If you want to use the IRS2Go app to generate your security code, you should wait to complete registration until Secure Access launches online and the app is available.

Intuit® ProConnect™ will continue to inform you of any other IRS updates through articles on the Intuit ProConnect Tax Pro Center.

The Intuit® Accountants team provides ProConnect™ Tax, Lacerte® Tax, ProSeries® Tax, and add-on software and services to enable workflow for its customers. Visit us at https://proconnect.intuit.com, or follow us on Twitter @IntuitAccts. More from Intuit Accountants Team

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