Create an IRS ID.Me Account with external account

Signing in using your Facebook, Google, or etc. account will save you 10-20 minutes rather than creating a new account.

In this example we used Google to sign in.

We prefer securing your account by receiving a code via text message or phone call.

After you receive the code enter into the website.

Have your license or passport or photos of them to submit to the IRS

Ensure there are no shadows covering your ID and the photo is not blurry

The IRS will verify your identity card and face are the same with a live photo. Follow instructions on your screen. There may also be a live agent option to verify your identity.

This tab shows if there is a tax balance for each year. It also has a link where you can make payment.

*The IRS does not update this immediately after your return is filed.

This tab shows you payment types, scheduled payments, pending payments, and any payments that have been processed.

Once you are logged in you will do the following:

1. Click on Top Header that says, “Record and Status”

2. 'Tax Records'

3. 'View Your Transcripts'

4. Select Reason for transcript (Can be any reason)

5. There are four boxes: Return Transcript, Record of Account Transcript, Account Transcript, and Wages & Income Transcript

6. Download the transcripts requested and upload to Dropbox or email us.

Select a reason you need a transcript: Choose any option

Custom File Number: Ignore

Click "Go"

There are 4 types of transcripts shown below. Most often we will ask for the Wage & Income Transcript.

For each transcript click the year needed and download the file. Then upload the file to Dropbox and email us, info@linkacpa.com once you have done so.

This tab will show any IRS notices that may have been mailed to you.