IRS Tax Pro Account

The IRS introduced the Tax Pro Account in 2021 as an online tool for qualified tax professionals. Since its launch, the IRS has continued to expand its functionality, making it easier for tax professionals to assist clients with tax-related matters.

The IRS Tax Pro Account was designed to help qualified tax professionals manage authorizations and access taxpayer information when issues arise with tax returns they prepared and signed.

What Can Tax Professionals Do in a Tax Pro Account?

Using an IRS Tax Pro Account, qualified tax professionals can:

  • Request and receive an individual Centralized Authorization File (CAF) number online.
  • Submit Power of Attorney (POA) and Tax Information Authorization (TIA) requests electronically to the IRS, where they are sent to the taxpayer’s IRS Online Account for approval.
  • View all approved Powers of Attorney and Tax Information Authorizations they have requested.
  • View and withdraw active authorizations.
  • Make payments, establish or manage payment plans, and view taxpayer information within the scope of an authorized Power of Attorney or Tax Information Authorization.

Multi-Practitioner Firms

Multi-practitioner firms can link their firm’s CAF number to the firm’s Employer Identification Number (EIN).

Firm administrators can then assign specific access levels and permissions for employees who need access to the firm’s Tax Pro Account.

Who Can Use the IRS Tax Pro Account?

The IRS Tax Pro Account is available to qualified tax professionals, including:

  • Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Annual Filing Season Program (AFSP) participants
  • Attorneys
  • Enrolled actuaries

To use the Tax Pro Account, a qualified tax professional must also have a valid Centralized Authorization File (CAF) number that is in good standing and assigned to them.

Additional IRS Resources

For more information about the IRS Tax Pro Account, see the following resources on the IRS website:

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