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IRS Resource Guide

Small business owners reviewing IRS online account information with Padgett Newport Beach

Tax Hub

How to set up &
access your IRS
account

Why do you need an IRS account?

An online IRS account gives taxpayers secure access to important tax information in one place. You can review payments, access account records, retrieve tax return and wage transcripts, and manage certain IRS notices or payment plan details. For many small business owners, this account is also a useful tool for staying organized and gathering documentation during tax season.

If you work with a professional on tax preparation, accounting support, or year-round advisory services, having access to your IRS account can make it easier to review records, confirm payment history, and respond quickly when questions come up.

HERE'S WHAT YOU'LL NEED BEFORE YOU GET STARTED

Computer and phone icon for IRS account setup

A cellphone or computer with an internet connection and a camera to help establish your identity credentials

Identification documents icon for IRS account verification

Identification documents such as your driver's license, state ID, passport, or passport card to verify your identity

1
Step 1 screenshot showing how to begin creating an IRS online account

Create an ID.me account if you don't have one.

Go to www.irs.gov.
Click Sign in in the upper-right corner.
Click Sign in to individual account.
Click ID.me Create an Account.

If you already have an account, sign in and skip ahead to "How to access your information."

2
Step 2 screenshot showing how to confirm your email address for IRS account access

Confirm your email address.

Check your inbox for the confirmation email from ID.me.
Open the message and follow the verification link or instructions provided.
Return to the setup process once your email address has been confirmed.

3
Step 3 screenshot showing how to set up multi-factor authentication for IRS account access

Set up multi-factor authentication.

Choose your preferred multi-factor authentication option.
Continue until you reach Verify Your Identity.
Select how you want to verify your identity and click Continue.

4
Step 4 screenshot showing how to verify your identity and finish accessing your IRS online account

Verify your identity and finish account access.

Follow the prompts to verify your identity using the method you selected.
Complete the requested ID.me steps and continue back to the IRS account page.
Once verified, you can access your tax records, payment history, and other account details online.

How to access your information

Once you're signed into your account, click the Tax Records tab or menu option to view key information from your most recent tax return, downloadable tax records, and Economic Impact Payment information.

FOR ADDITIONAL HELP, VISIT THE ID.ME HELP CENTER

Frequently asked questions

We take care of your books for you, so you can get back to the job of running your business and generating profits.

We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.

Learn More

We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.

We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.

We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

We encourage you to contact us with any questions.

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