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Software and Tools Flashcards

7 cards from real IRS practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.

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  1. Which IRS tool allows tax professionals to check the status of a client's tax account, including balance due and payment history?

    Answer: Tax Pro Account

    Tax Pro Account is an IRS online tool that lets authorized tax professionals view client account information including balance and payment history.

  2. A tax preparer wants to electronically submit a request for a client's tax transcript on behalf of the client. Which IRS system should they use?

    Answer: Transcript Delivery System (TDS)

    The Transcript Delivery System (TDS) is the IRS e-Services tool that allows authorized tax professionals to electronically request and receive tax transcripts.

  3. What does the IRS Modernized e-File (MeF) system primarily support?

    Answer: Electronic filing of individual and business tax returns

    MeF is the IRS platform that processes electronic filing of federal tax returns, supporting both individual and business forms.

  4. Which feature of IRS e-Services allows a tax professional to verify that a taxpayer has authorized them to represent the taxpayer?

    Answer: Centralized Authorization File (CAF) system

    The Centralized Authorization File (CAF) system stores powers of attorney and tax information authorizations, allowing the IRS to verify a professional's authority.

  5. When using IRS Direct Pay, which tax form types can individual taxpayers pay for?

    Answer: Individual tax payments, estimated taxes, and certain business taxes

    IRS Direct Pay supports payments for individual income taxes, estimated tax payments (1040-ES), and several other individual tax obligations.

  6. What is the primary purpose of the IRS e-file Signature Authorization form (Form 8879)?

    Answer: To authorize an ERO to electronically sign and transmit a return on behalf of a taxpayer

    Form 8879 is an IRS e-file signature authorization that allows an Electronic Return Originator (ERO) to sign and submit the return for the taxpayer.

  7. Which IRS online tool provides taxpayers with a personalized view of their federal tax account, including tax owed, payments, and tax records?

    Answer: Online Account

    The IRS Online Account gives taxpayers a personalized view of their balance due, payment history, tax records, and the ability to make payments.