IRS Connect

🧘 Firm User Setup

To begin the connections, you will need to add the CAF / A2A Number into each user's profile. Access Organization Settings > Manage Firm Users to begin to add this information.

1. Click the three-dot menu to the right of the user's record.
2. Select CAF / A2A number.
3. Enter the data to register them for IRS Connect.
4. Click Save & register to complete it!

🏤 Entity Set Up

To connect an Entity for the service, open the Entities section of Truss and select a record.

1. Click the IRS Connect tab.
2. If the Entity hasn't been connected yet, click Set up IRS Connect.
3. Select the Firm User to use the CAF number for the connection.
4. Select the existing members of the Entity record to connect.
5. Select which forms to authorize through the connection.
6. Once you are ready, click Connect to complete the process!

📜 Entity Transcript Details

Once the Entity is connected, the Transcripts tab will display its connected forms.

1. Inside an Entity, click the Transcripts tab to view it.
2. You can filter by Members, Types, Forms, and Years.
3. Account Summary directs you to the client's IRS Connect record, providing additional information.
4. Clicking Authorize more forms opens a dialog to gather additional documents. Choose the Authorization form, the Designees, and the relevant Years.
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5. If needed, you can click Connect Additional member to update the connection and add additional clients.
6. For each record, you can click the name of the Contact to open their specific record, or click the Open in New Tab or Download icons to the right.

🫅Contact Transcript Details

This view consolidates IRS information into a single contact instead of all items in an Entity.

1. Open a Contact record, then click the IRS Connect tab to view it.
2. Filter by Types, Forms, and Tax Years.
3. You can view the Contact's forms and open or download them via the buttons to the right.

🖥️ IRS Connect Hub

When enabled, you'll see a new option in your Profile menu: IRS Connect.

This shows a full breakdown of all Entities and their forms at a top level.

1. Search by client/member name.
2. If you have one or more transcripts selected, you can click the Actions dropdown for additional features:
   1. Retry setup to attempt the sync again.
   2. Assign new CAF to change the member's attached CAF record.
   3. Download transcripts (zip) to export a ZIP file of the selected records.
3. You can filter the record by Status by clicking the relevant items here.
4. Filter the report by CAF users.
5. Filter the report by the authorizations (8821/2848/not on file).
6. Filter by expiration of the transcript.
7. Clear all currently set filters.
8. Check the Alerts for the IRS Connect sync. This will open a new page that displays all current alerts.
9. Click Authorizations to go to a new page that shows all your current authorizations.
10. Click on a record to open a pane that displays its detailed information.
11. Click Edit authorization to modify the existing record. You can change:
    1. The authorization on file.
    2. The expiration.
    3. Current CAF user.