Setting up an online account with the IRS through ID.me is an essential step for tax professionals to access important tools and manage tax-related activities. Here's a detailed guide on how to set it up:

Steps to Set Up Your IRS Online Account via ID.me

1. Visit the IRS Website

  • Go to IRS.gov and click on "Sign In to Your Online Account."

2. Begin the Sign-Up Process

  • If you don’t already have an IRS account, click "Create Account."

  • The IRS uses ID.me, a trusted identity verification service, to securely set up your account.

3. Provide Your Personal Information

  • Enter your full name, and email address, and create a secure password for your ID.me account.

4. Verify Your Email Address

  • You’ll receive an email confirmation link from ID.me. Click the link to verify your email.

5. Set Up Multi-Factor Authentication (MFA)

  • ID.me requires an MFA for added security. Choose a method:

    • A text message or call to your phone.

    • ID.me Authenticator app.

  • Follow the instructions to complete the setup.

6. Verify Your Identity

  • Upload Documents: Provide a government-issued photo ID, such as:

    • Driver’s License

    • State ID

    • Passport

  • Take a Selfie: Use your smartphone or computer camera to take a live selfie for identity verification.

7. Confirm Your Social Security Number

  • Enter your Social Security Number (SSN) as part of the identity verification process.

8. Finalize Identity Verification

  • Once your documents and selfie are reviewed, ID.me will confirm your identity.

  • If further verification is needed, you may be asked to complete a video call with a representative.

9. Complete IRS Online Account Setup

  • After successful ID.me verification, you’ll be redirected to the IRS website.

  • Log in using your ID.me credentials and complete any remaining steps to activate your IRS online account.

10. Access Your IRS Online Account

  • Once your account is active, you can:

    • View tax transcripts.

    • Make payments.

    • Apply for an EFIN and manage tax preparer credentials.

Common Issues and Tips

  • Ensure Documents Are Clear: Blurry images may delay verification.

  • Be Prepared for a Video Call: If automated verification fails, a live call may be required.

  • Use a Secure Device: Complete the process on a private and secure computer or smartphone.

This setup is a crucial first step for tax professionals, enabling them to streamline their processes and access IRS resources effectively. Would you like this expanded into training material for your program?