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Income Verification Express Service faxing for participants

 

Income Verification Express Service (IVES) participants who received taxpayer consent on Form 4506-C can use the faxing option to receive transcripts in approximately 2-3 business days (excluding holidays and weekends). The IRS provides tax records to IVES participants only with the consent of the taxpayer. There are online options for faster turnaround times.

Companies that completed the IVES program application process can submit transcript requests using Form 4506-C, IVES Request for Transcript of Tax Return PDF, Application-to-Application (A2A), or the .

Transcript information is delivered directly to the IVES participant through a secure mailbox. A $4 fee is imposed on each transcript requested.

Please note that any transcript requests received after midnight (Eastern time) will be considered received on the next business day. If the next business day falls on a holiday, it will be considered received by the IRS on the following business day.

If you want to use electronic signatures on Form 4506-C, please contact your assigned servicing site. Information can be found at How to get started using IVES electronic signature.

How it works

Complete Form 4506-C, IVES Request for Transcript of Tax Return PDF, then obtain consent from the taxpayer:

  • Jointly filed tax transcripts are available to either spouse. Wage and income transcripts are only available to the listed taxpayer(s). Taxpayers who file separately must be listed on separate Form 4506-C requests.
  • Insert your IVES participant name, address, IVES participant ID number (participant ID), and delegate's user ID for secure mailbox delivery (SOR mailbox).
  • 星空体育手机端 ID and SOR mailbox can be added after the taxpayer provides consent. All other IVES participant information must be present before consent is provided.
  • Fax the completed Form 4506-C to your assigned campus location with an IVES coversheet.

IVES Campus fax numbers

  • Austin: 844-249-6238
  • Kansas City: 844-249-8128
  • Ogden: 844-249-8129

Optional tracking information

IVES participants can add a 10 digit a customer file number to the transcript request.

Participants can add a 10 alpha-numeric character unique identifier to the mail delivery subject line.

Neither can contain any part of a taxpayer identification number (SSN or EIN). Both are optional fields that can be added after the taxpayer provides consent.

Client-identifying information

Insert the client company's name, address, and phone number. These fields cannot be blank or marked not applicable (N/A).

A client company receives the requested tax transcripts from the IVES participant. If the IVES participant is also the client company, then IVES participant information should be entered here as well.

Signature information

Signatures are required for each listed taxpayer. The signature attestation box above the signature line must be checked. The authorized representative checkbox and electronically signed checkbox are required if applicable.

Only authorized e-signature IVES participants can submit an electronically signed Form 4506-C.

How to get started using IVES electronic signature

Cover sheet information

Each IVES batch is limited to 50 tax periods and must contain a specific IVES cover sheet. The IVES fax coversheet must include the following:

  • IVES participant name
  • Participant ID number
  • IVES participant telephone and fax numbers
  • Total number of transcript years requested

The following identifying information must be present on the cover sheet for each Form 4506-C submitted:

  • Taxpayer's name
  • Last four digits of taxpayer identification number
  • Tax year(s) requested
  • Tax form number

Requests submitted with a missing or incomplete IVES cover sheet will not be processed.

Note: The IRS will only accept Forms 4506-C with a revision date of October 2022 or later.

Get answers to common participant questions about IVES

IVES participants encountering technical problems should contact the E-Services Help Desk at 866-255-0654.

IVES participants with questions or concerns can email the IVES program. This mailbox is unable to respond to any tax-related questions.

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