TaxmannEA Posted November 30, 2015 Report Share Posted November 30, 2015 I've been trying to get an account transcript on E-Services. The system lets me in, but the record shows only a half page at a time and will not let me print. Anyone else having problems? Quote Link to comment Share on other sites More sharing options...
Catherine Posted December 1, 2015 Report Share Posted December 1, 2015 18 hours ago, TaxmannEA said: I've been trying to get an account transcript on E-Services. The system lets me in, but the record shows only a half page at a time and will not let me print. Anyone else having problems? Are you using Internet Explorer? The IRS system does not work properly with any other browser - so we are stuck using the one with the most (and the biggest) security flaws if we want to see everything and print what we see. 2 Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted December 1, 2015 Report Share Posted December 1, 2015 Just had to change my password and got an error message. Now I'm locked out for 60 minutes. Quote Link to comment Share on other sites More sharing options...
SaraEA Posted December 2, 2015 Report Share Posted December 2, 2015 I used e-services with Firefox on Monday with no problem. Quote Link to comment Share on other sites More sharing options...
Catherine Posted December 2, 2015 Report Share Posted December 2, 2015 1 hour ago, SaraEA said: I used e-services with Firefox on Monday with no problem. E-services yes; account transcripts no. Or not reliably. I get gobbledygook when printing (to pdf) from Chrome, and Adobe seizing up when printing (again, to pdf) from Firefox. Quote Link to comment Share on other sites More sharing options...
TaxmannEA Posted December 2, 2015 Author Report Share Posted December 2, 2015 I'm using the same browser and computer that I always have. I just thought that there might be a problem with the site. Quote Link to comment Share on other sites More sharing options...
Lynn EA USTCP in Louisiana Posted December 2, 2015 Report Share Posted December 2, 2015 I purchased Tax Help Software for this purpose and receive all the items I need in minutes, presuming the POA has posted to the CAF unit, and in readable condition. The reports stay in the THS system if I need to print them again. Lynn 1 Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted December 2, 2015 Report Share Posted December 2, 2015 I got back in. No problems using IE. Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted December 2, 2015 Report Share Posted December 2, 2015 On 12/2/2015, 3:14:35, lynn EA in Louisiana said: I purchased Tax Help Software for this purpose and receive all the items I need in minutes, presuming the POA has posted to the CAF unit, and in readable condition. The reports stay in the THS system if I need to print them again. Lynn That seems like a lot of money for something you can get for free. What else does it do? Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted December 2, 2015 Report Share Posted December 2, 2015 I got in quite easily to check (as I understand one can do) the number o efiles submitted under my EFIN. Where does one find this information? I browsed all the options and simply could not find where to get this information. Am I in the wrong place? Clearly I am ignorant of the correct pathway and would welcome enlightenment. Quote Link to comment Share on other sites More sharing options...
jklcpa Posted December 2, 2015 Report Share Posted December 2, 2015 Margaret, the number of efiles submitted is only being reported for EAs at this point and isn't shown for the CPAs' submissions. Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted December 2, 2015 Report Share Posted December 2, 2015 Thanks, Judy. I wonder about the rationale for that along with many other odd decisions. At least I feel better about not being able to find my way around that site. It's increasingly difficult to find my way around anywhere nowadays! Quote Link to comment Share on other sites More sharing options...
Catherine Posted December 2, 2015 Report Share Posted December 2, 2015 3 hours ago, jmdaviscpa said: That seems like a lot of money for something you can get for free. What else does it do? I saw a demo of it at the NE IRS Rep Conference in CT a couple of weeks ago and was really impressed. I find getting transcripts on e-services time consuming, laborious, and annoying. This program logs you in, retrieves ALL information on e-services for your client (again assuming CAF check goes through), downloads it to spreadsheets, indexes yearly transactions by DATE (not the hodge-podge you get through e-services) , gives you a summation history of all the years you have POA for - filing status, extensions, liens, collections, examinations (and THAT tidbit shows up here up to six months before the first letter goes to your clients so you can get early warning and amend!), and more. I am buying it - today; it has been on my to do list since I got back from the conference. taxhelpsoftware.com or 404-910-3605 for more info 3 Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted December 2, 2015 Report Share Posted December 2, 2015 I may have to buy that myself! Thanks to all who mentioned it. 1 Quote Link to comment Share on other sites More sharing options...
Catherine Posted December 3, 2015 Report Share Posted December 3, 2015 I just installed the TaxHelpSoftware and used it for the first time. I think I'm in love. It installed with NO problems. Setup was trivial. It logged me in to e-services and got three years' worth of transcripts and other information on one client in less time than it takes me to log in. Then it generated easy-to-read reports that gave me *just* what I was looking for clearly and plainly; no digging through reams of downloaded crap hoping to find what I wanted. Next to tax software itself, this is one of the best tools I have found to use. 5 Quote Link to comment Share on other sites More sharing options...
SaraEA Posted December 4, 2015 Report Share Posted December 4, 2015 Catherine, how does this sync with IRS's identity protection efforts? We all know they shut down the "get transcripts" function for individuals and made it more lengthy for pros to access anything because we can no longer enter POAs online. And now there is software to make logging in and retrieving client info a breeze? I guess I don't understand how the software works or how it keeps the bad guys from using it. Quote Link to comment Share on other sites More sharing options...
Catherine Posted December 4, 2015 Report Share Posted December 4, 2015 The software is a desktop, NOT a cloud, application. It uses YOUR login information, that you put in during setup. That's how it keeps "the bad guys" from using it. The company never finds out your login credentials. 2 Quote Link to comment Share on other sites More sharing options...
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