What Do You Need To Use THS
(and the IRS E-Services Transcript Delivery System)

The criteria to request IRS transcripts through THS or the IRS Transcript Delivery System are the same. You need IRS E-Services Login Account, access to an IRS E-File Identification Number (EFIN), A CAF Number and Permission from the Taxpayer.

How can I register for e-Services and access to the Transcript Delivery System (TDS)?

Once you sign up for an e-Services Account (see instructions above) register for an EFIN (Alternatively an EFIN holder can assign you as a Delegated User. See instructions below):

  1. Log into e-Services:Click Here 
  2. Click on “New Application” –> “e-File Application”
  3. If you are an EA, CPA or Tax Attorney who does not file tax returns select Business Type = Sole Proprietorship NO to the Do you have an EIN Question (Answer no even if your company has an EIN. You are signing up as an individual. If you sign up under an EIN you must have 5 E-Filed returns for any tax year.)
  4. Complete the rest of the application and make sure you submit it at the end with your PIN from your e-Service Account.
  5. Check back in e-Services once a week to check the application status (you will wait an extra couple of weeks if you wait for the letter in the mail). This process can take 1 week after tax season and 4-6 weeks at the start of tax season.
  6. You will not be able to submit the application until you confirm your e-Service Account when first signing up for e-Services.
  7. Any issues call IRS e-Help Desk 866-255-0654 or THS at 404-910-3605. We are happy to help.

IRS Instructions For EA, CPA & Attorney EFIN Registration

What is e-Services and the Transcript Delivery System?

IRS e-Services is a set of products that includes the Transcript Delivery System. There is more information here: https://www.irs.gov/e-services

Who can access the IRS Transcript Delivery System (TDS)?

  1. Enrolled Agents
  2. CPA’s
  3. Attorneys
  4. Any tax professional who has an EFIN with at least 5 E-Filed tax returns.
  5. Be an assigned Delegated User of an entity or individual who has access. See the instructions on this page.

How to recover a lost or forgotten E-Services Password?

Follow these steps:

  1. Go to: https://la.www4.irs.gov/esrv/tds/
  2. Enter your username and submit.
  3. Click on Forgot Password and follow the instructions.

How can I verify if I have access to the Transcript Delivery System (TDS)?

There are 2 ways to verify access to the Transcript Delivery System:

  1. Login to e-Services. Select the organization you believe has access. On the main e-Services page you should see a link for the Transcript Delivery System. If you see it you have access. 
  2. Call the IRS e-Help Desk (1-866-255-0654) and ask them if you have access.

Many times individuals should have access to the Transcript Delivery System but it is not turned on in the IRS system. If you should have access the IRS e-Help Desk can assist you with getting it activated.

IRS e-Services Login Link

How do I assign a Delegated User?

Tax professionals who have an EFIN can grant access to IRS Transcript Delivery System (TDS) to their employees as designated users. Designated Users can not get transcripts for the EFIN holder’s CAF number. The delegated users have to be listed on the 2848/8821 with their own CAF number.If an 8821 is submitted under the firms CAF number Delegated Users can request transcripts over the phone through PPL and have them placed in their SOR mailbox, but they can not access them directly through TDS. 

To assign a Delegated User:

  1. Log into e-Services e-Application portal: https://la.www4.irs.gov/esrv/esam/pages/landingPage.xhtml
  2. Once logged in select the EFIN to add the Delegated User.
  3. Select “Authorized Users” and select “Add New”.
  4. Enter the Delegated User’s info and then follow the steps to save and submit.

Getting Started With e-Services (Archived Webinar)

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.  
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