There are 2 ways to verify access to the Transcript Delivery System:
Login to E-Services. Select the organization you believe has access. On the main E-Services page you should see a link for the Transcript Delivery System. If you see it you have access.

Call the IRS E-Help Desk (1-866-255-0654) and ask them if you have access.
Many times individuals should have access to the Transcript Delivery System but it is not turned on in the IRS system. If you should have access the IRS E-Help Desk can assist you with getting it activated.

There are two steps in this process:

1. Create an E-Service Account Click Here. This process can take 7-14 days because a confirmation letter is sent to your address of record.
2. Register for an EFIN
   1. Log into E-Services.
   2. Click on “Application” –> “e-File Application” –> “New Application”
   3. If you are an EA, CPA or Tax Attorney who does not file tax returns select Business Type = Sole Proprietorship NO to the Do you have an EIN Question (Answer no even if your company has an EIN.  You are signing up as an individual.  If you sign up under an EIN you must have 5 E-Filed returns for any tax year.)
   4. Complete the rest of the application and make sure you submit it at the end with your PIN from your E-Service Account.
   5. Check back in E-Services once a week to check the application status (you will wait an extra couple of weeks if you wait for the letter in the mail). This process can take 1 week after tax season and 4-6 weeks at the start of tax season.
   6. You will not be able to submit the application until you confirm your E-Service Account when first signing up for E-Services.
   7. Any issues call IRS E-Help Desk 866-255-0654 or THS at 404-910-3605.  We are happy to help.

You first change your password on IRS.gov. Once you have verified that your new password is working open the THS software and click on “Change eServices Info”. Add your username and password in then click “OK”. If you get an error message do not keep trying to login using the software Three failed attempts will lock you out of the account for 15 minutes. Log back into the IRS manually and verify you have the correct password and then repeat the above step. If it fails again then please contact us at 404-910-3605.

My recommended procedure is as follows. Call the E-Help Desk (1-866-255-0654) and advise them you need to reset your password. Verify your address on record because they are going to send you a letter via US Mail with a confirmation code. The letter usually arrives with 7-14 days. If they send it to the wrong address you will not receive the letter. You can also reset your password online from the login page. I do not recommend this method because you are not able to verify your mailing address of record. After November 2nd, 2014 users will be able to reset their own password by answering their account security questions.  This is a new process.

99% of the time this indicates the CAF number was improperly input when setting up the system.  Please follow these steps carefully to rectify the issue.

1. Please call the IRS Priority Practitioner Service at 866-860-4259 and confirm your CAF Number and that your 2848 or 8821 has been processed.  It usually takes 3-5 business days for 2848/8821 acceptance. Also, be aware need the CAF number assigned to the tax professional.  CAF’s assigned to businesses cannot be used with the Transcript Delivery System.
2. PLEASE DO NOT SKIP STEP 1. Many users skip this step because they are positive they know their CAF number because they have used it for years.  The IRS does on occasion change CAF numbers especially when there has been a name change.  Also, just because you have been putting this CAF number on 2848/8821 forms and getting transcripts via fax does not mean it is correct.  The IRS does not input your CAF number into the system when entering 2848/8821 forms.  It populates automatically when they bring you up in their system by name and enrollment number (or CPA/Attorney number).
3. Log into E-Services directly and request a transcript using the verified CAF number.  Request at least one transcript for someone you know you have a 2848/8821 Form processed. If it does not pass the CAF Check and you followed Steps 1 & 2 please call us at 404-910-3605.
4. To re-enter your CAF into the THS program just click on the “Update E-Service Info” button on the login screen.  Enter your Username, password, and CAF number and then select “OK” if you already have an Organization selected (if not retrieve your organizations and select the proper one).
5. Request a CAF Check or a transcript request.  Once you have one successful request your CAF is verified.
6. The CAF number does not have a direct contact number but the IRS does have IRS Stakeholder Liaisons that can help if there is an issue with your CAF.  Click Here for their contact info.

This is a Microsoft Program that is already on most computers. Occasionally it fails to install.  This is a required program THS needs to create a database on your computer. This program can be installed manually.

1. Go to http://www.microsoft.com/en-us/download/details.aspx?id=5783 and download the zip file.
2. When the program asks where you would like to extract the files to I recommend the Desktop so you can easily find them.  The two files you need are SSCERuntime_x86-ENU & SSCERuntime_x64-ENU. (These files can be deleted after they are installed).
3. Install the SSCERuntime_x86-ENU version first.  After it is complete install the SSCERuntime_x64-ENU if your computer is a 64 bit (If it is not a 64 bit it won’t install).
4. Once the program is installed you should be able to download and install the THS Program. Here is the install link:http://taxhelpsoftware.com/Products/THS_Pro_Product.html

Depending on its size, a company may be legally required to have their financial statements audited by a qualified auditor, and audits are usually carried out by accounting firms.

This program is a Microsoft Click Once Application.  The software installs under the Windows User Profile in the AppData Folder.  To install the product go to:http://taxhelpsoftware.com/Products/THS_Pro_Product.html
The software install needs to be initiated from a Windows Desktop.  The database used is a Microsoft Compact 3.5 and it does not support multi communication channels if installed directly on a server.  The software will install on a Virtual Windows Machine on the server or on a Terminal Server under a specific Windows User.  We do not provide the executables for custom installs as they tend not to work.  Even if they do work the automatic software update feature does not initiate and these installs often fail because of the lack of updates. We will not support server installs but we do support installation on the virtual machines and terminal server desktops.

We are currently looking at launching a network version in 2017.