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All you need to know about IRS e-services

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

IRS e-Services is a suite of web-based tools that allow tax professionals, reporting agents, mortgage industry, payers, and others to complete transactions online with the IRS. Time-saving tools that streamline communications with the IRS can be an important element of practice management since tax practice requires regular interaction with the IRS, and that interaction often requires long wait times on the phone.

In this CE/CPE tax course, you will learn about the IRS suite of web-based e-Services products; e-file Application, Taxpayer Identification Number (TIN) Matching, Transcript Delivery Service (TDS), and Secure Repository.

Practitioners face ever-growing challenges in practice management and engagement with the IRS. Even without last year's government shutdown, budget cuts have caused Taxpayer Assistance Centers to be scaled back, along with other IRS services. These problems are exacerbated by due-diligence requirements for implementing complicated tax law changes and political uncertainty. For practitioners attempting to continue conventional means of interacting with the IRS, the growing challenges will push these traditional means to the breaking point. The remedy is to find an alternative method of obtaining information for due diligence and ­servicing client matters. That alternative is e-Services.

Attendees in this CPE webinar will learn how to create a Secure Access account, how to maintain your e-file application, who to call for assistance, and what additional resources are available.

Learning Objectives

  • To analyze how to create a Secure Access account.
  • To discuss what e-Services tools are offered to tax professionals.
  • To inspect how to maintain your e-file application.
  • To analyze who to call for assistance.
  • To discuss what additional resources are available.

Recommended For

  • This IRS Approved CE webinar will be insightful for CPAs, EAs, AFSPs, CRTPs, MRTPs, ORTPS, and other Tax Professionals who want to learn about the IRS suite of web-based e-Services products.

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Attorney
  • Tax Firm
  • Tax Professionals
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CE Credit for Annual Filing Season Program (AFSP)
  • 1 CE Credit for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0868)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit for Enrolled Agents (EA) (Approval No. GEHNZ-T-00931-22-O)
  • 1 CE Credit for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00931-22-O)
  • 1 CE Credit for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00931-22-O)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) 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.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Krista Sullivan

Senior Stakeholder Liaison, Internal Revenue Service

Krista Sullivan is a Senior Stakeholder Liaison specialist with the Communications and Liaison Division of the IRS. She has been with the IRS for the past twelve years as a Group Manager and Revenue Officer in Field Collection. She has held positions in the private sector in large banks and accounting firms, specializing in personal trust and estate administration, management in a service center, and 1040 preparation. She was a Certified Financial Planner and member of the Financial Planning Association of Minnesota for over ten years during her private sector career. As a Stakeholder Liaison, she collaborates, informs, and communicates priority outreach messages to all taxpayer communities, including major employers, community associations and tax practitioner organizations to provide significant messages that impact taxpayers.

About Company

Internal Revenue Service

www.irs.gov/

The Internal Revenue Service's official LinkedIn account features IRS updates to help America's taxpayers understand and meet their tax responsibilities and enforce the law with integrity and fairness to all. See also our job opportunities and follow www.twitter.com/RecruitmentIRS.

The U.S. government does not promote or endorse any non-government or commercial content appearing on this page. This service is operated by a third party and not an official government website. The IRS strongly discourages you from providing personally identifiable information. Read our privacy policy at go.usa.gov/VgO

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.5

238 Ratings

Excellent

149

Very Good

71

Average

16

Poor

2

Terrible

0

CC

Catherine Couchoud, EA

Mar 22nd, 2022

This webinar had excellent material that was Very useful to tax professionals. It was presented in an easy to follow and understand way. The instructor was easy to understand and answered questions well.

SL

Stephen Lemanowicz, EA

Mar 22nd, 2022

Kristin did a truly great job. She taught and did not read.. she also added some actual experiences. She was able to answer every question. Excellent job!

RPSC

Ramanik P. Shah, Cpa, CPA (US)

Mar 22nd, 2022

VERY TIMELY PRESENTATON, WHICH CONTAINED LOTS OF INFORMATION AND GUIDANCE. WE WISH THTE IRS CAN HAVE SOME MORE STAFF, TO HELP US WITH TELEPHONE INQUIRIES !

SB

Sorana Blackfoot, EA

Mar 22nd, 2022

Great info, though a bit overwhelming for a newbie. It would have helped to see the instructor navigate on irs.gov some of the areas

DF

Dana Fairchild, EA

Mar 22nd, 2022

I always enjoy hearing directly from the IRS. This was a valuable course and was full of information that is useful and timely.

All you need to know about IRS e-services

FREE

1 Credit

Subject Area

Taxes