Getting Started With THS

Step 1-Install

THS Installation
THS Program Installation Tutorial. Usually it is self explanatory but this tutorial covers issues that may arise

Step 2-Import/Add Taxpayers

Add Taxpayers to THS
How to add taxpayers to THS in bulk and individually

Step 3-IRS Login Setup

Set up Auto Login
How to set up Auto Login for transcript downloads through THS
This is a PDF Download

Step 4-Start Using THS

Getting started with popular features
How to generate bulk 8821/2848. bulk check CAF Authorization, and generate IRS Account Tracking Product

THS Program User Manual

FAQ Section

Extended Getting Started Video (1 hour)

This video is almost an hour. This video covers the basics of getting started with THS. Currently we are breaking this video down into smaller pieces to make it easier to consume. This video was recorded in 2020 and there have been some changes to the IRS Login and transcript downloading process in that time.

What do I need to download transcripts from the IRS?

In order for a tax pro to be able to obtain transcripts on their taxpayers behalf they must have CAF Authority. The primary way to achieve that is having the taxpayer sign an 8821 or 2848 authorizing the tax pro to have access to their data. The 8821 or 8821 is then faxed or uploaded to the IRS for processing. Processing times can be several weeks during the COVID crisis.

We have recorded 2 webinars on 2848/8821 linked below:

Pt1 How to complete a 2848/8821

Pt2 How to submit 8821/2848

2848 and 8821 samples including the IRS fax numbers:

THS Transcript Report Tutorial

This is an online downloadable Power Point that walks through how to read the THS Report (Click on image to open):

Note: THS continues to improve so not all new features will be in this tutorial.

Manual Login Method Tutorial

The manual login method in THS is generally used when the IRS system has issues with one of the more automated login processes. These issues are often caused by the IRS Firewall and this is often the best workaround. It should be noted that the manual login method takes almost the same time as the regular login process, but it uses a browser not inside the THS program.

Auto Login Tutorial

Video Coming Soon. We currently have provided PDF Instructions to set up the Auto Login Method in THS:

Click the image to download or use this link: https://taxhelpsoftware.com/Downloads/A2A_Instructions.pdf

I forgot or Lost My AUto Login UID

Use these instructions (https://la.www4.irs.gov/esrv/consent/), but on Step 3 select API Consents and revoke your Consent.
Once revoked navigate back to the Step 3 page and follow the PDF instructions.
Basically you are just revoking and asking for consent again. The UID does not change, but each Organization on your Select Organization screen during login will have a different UID. Not all UIDs have transcript delivery access. If once you put your UID into THS and you cannot get transcripts you may have selected an Organization that does not have access.