IRS Software and Tools 2

Question 1

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

Accepted Answer

Tax Pro Account

Answer

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

Question 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?

Accepted Answer

Transcript Delivery System (TDS)

Answer

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

Question 3

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

Accepted Answer

Electronic filing of individual and business tax returns

Answer

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

Question 4

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

Accepted Answer

Centralized Authorization File (CAF) system

Answer

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

Question 5

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

Accepted Answer

Individual tax payments, estimated taxes, and certain business taxes

Answer

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

(IRS) Internal Revenue Service Certified Practice Test

(IRS) Internal Revenue Service Certified Practice Test

IRS Software and Tools 2