Lee B Posted February 24, 2021 Report Share Posted February 24, 2021 I set up my IRS Secure Access account several days ago. It took me about 10 minutes. It certainly was the most rigorous account set up that I have ever done. The simplest most direct link is irs.gov/account. 3 Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted February 24, 2021 Report Share Posted February 24, 2021 I did mine several years ago and had a similar experience. Quote Link to comment Share on other sites More sharing options...
Yardley CPA Posted February 24, 2021 Report Share Posted February 24, 2021 What exactly does the secure access allow you to do? Quote Link to comment Share on other sites More sharing options...
Lee B Posted February 24, 2021 Author Report Share Posted February 24, 2021 "Secure Access" sometimes called "Online Account" does the following: "Online Account is an online system that allows you to securely access your individual account information. You can view: The amount you owe, updated for the current calendar day Your balance details by year Your payment history and any scheduled or pending payments Key information from your most recent tax return Payment plan details, if you have one Digital copies of select notices from the IRS Your Economic Impact Payments (EIP 1 and EIP 2), if any You can also: Make a payment online See payment plan options and request a plan via Online Payment Agreement Access your tax records via Get Transcript" 1 1 Quote Link to comment Share on other sites More sharing options...
Yardley CPA Posted February 24, 2021 Report Share Posted February 24, 2021 Is there an "Access Account" that allows you to view client information as the tax preparer? Quote Link to comment Share on other sites More sharing options...
Lion EA Posted February 24, 2021 Report Share Posted February 24, 2021 eServices for the preparer to use to view client data with a POA on file for the client. 2 1 Quote Link to comment Share on other sites More sharing options...
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