News & Tax Alerts: Tax Alerts – Federal

IRS/Practitioner Liaison Meeting

Tuesday, January 16, 2018   (0 Comments)
Posted by: Ann Lupo

IRS/Practitioner Liaison Meeting
Live Webcast: Wed., Jan. 24, 1-5p
Join the discussion!

The annual IRS/Practitioner Liaison Meeting is a live forum in which IRS representatives and tax professionals discuss tax-related questions and/or concerns — and now you can be a part of the conversation!

As an exclusive member benefit, LCPA will be broadcasting this important discussion via webcast and invites you and your staff to have a virtual seat at the table.

IRS Tax Specialists, along with representatives from Stakeholder Partnerships, Education & Communication (SPEC), SB/SE Examination, SB/SE Collection, Taxpayer Advocate, W&I Field Assistance, Criminal Investigation Division, Appeals, and Stakeholder Liaison-Field, will be participating.

Cost: FREE for LCPA members and their staff. 
(Advanced registration is required.)

Note: This webcast is for informational purposes only. No CPE credit will be given for participation.

REGISTER

___________________________________________________________________

Updates for Practitioner Priority Service, e-Services, Form 2848

The IRS continues to review its procedures to better protect sensitive taxpayer data. As part of this effort, the IRS will request additional information from tax professionals who call the Practitioner Priority Service or any toll-free IRS telephone number.

This procedural change will require tax practitioners to provide personal information so that IRS customer service representatives may confirm their identities. This additional information may include data such as your Social Security number and your date of birth. This personal information, in addition to the Centralized Authorization File (CAF) number, is necessary to verify the identity of the person to whom the IRS releases taxpayer information.

The new questions result from an updated version of Internal Revenue Manual (IRM) Section 21.1.3.3, which took effect Jan. 3, 2018. The IRM contains the policies, procedural instructions and guidelines used by the Internal Revenue Service. The new IRM section is not available on the IRS’s website yet, but the change has been verified by IRS personnel.

As part of these efforts, the IRS has also strengthened protections for IRS e-Services. If you are an e-Services account holder, the IRS urges you to immediately upgrade your account through the new two-factor identity verification process. Starting Dec. 10, 2017, all e-Services users must register through a new, more rigorous identity proofing process called Secure Access. Some tax professionals may need to complete this process by mail, which could add 10 days or more to the process. Please do not wait until the start of filing season or until you have an urgent need for one of the e-Services tools before updating your account.

In the future, the IRS will ask each e-Services user to sign a new user agreement intended to ensure that all tax professionals understand their security obligations. This information will be shared in advance.

The IRS has also made an update to Form 2848 – Power of Attorney and Instructions to Form 2848 and to Form 8821 – Tax Information Authorization and Instructions to Form 8821 that will require you to inform your client if you are using an Intermediate Service Provider to access client transcripts via the Transcript Delivery System. A box must be checked if you are using a third party. The IRS defines Intermediate Service Providers as privately owned companies that offer subscriptions to their software and/or services that the taxpayer’s authorized representative can use to retrieve, store, and display tax return data (personal or business) instead of obtaining tax information directly from the IRS. The IRS must know who is using these tools, and taxpayers must know when a party other than their authorized representative is involved in accessing their sensitive data.

Questions about the content of this Alert should be directed to LCPA State Government Relations Director Linda Babin.