IRS makes changes to Transcript Delivery System

April 9, 2024

The IRS recently announced that tax professionals will need to call the Practitioner Priority Service (PPS) to request the deposit of transcripts into their Secure Object Repository (SOR).

While PPS has been the primary avenue for these requests, other IRS toll-free lines will no longer offer the SOR as a delivery method.=

Tax professionals must also pass the current required authentication and verify their Short Identification (ID). The Short ID is a unique 8-10 alphanumeric code systemically assigned when establishing an IRS account.

This Short ID is visible when the tax professional logs in to their e-Services SOR. If the IRS can’t verify an identity, the agency will only mail transcripts to the address of record. See the instructions.

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