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Level 1
February 3, 2023
Question

How do I get my new client to fill out a 4506? Is this electronically through Proconnect? Then, once I receive the form, how do I actually do this from the IRS?

  • February 3, 2023
  • 1 reply
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1 reply

George4Tacks
Level 15
February 3, 2023

This is NOT done through the tax software.

https://www.irs.gov/individuals/transcript-types-and-ways-to-order-them#:~:text=If%20you're%20unable%20to,10%20calendar%20days%20for%20delivery.

You can send them this link https://www.irs.gov/pub/irs-pdf/f4506.pdf

Have them complete the form and mail to the address on the back of the form. 

 

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