How to get access?
Typically, one needs the taxpayer's consent to access their tax transcript. Tax transcripts contain sensitive financial and personal information, and accessing this information without proper consent is a violation of privacy and may be illegal.
On request, We will set up the transcript feature based on the requirement and questionnaire. Once we configure and enable it, you can find the consent collection links under Top right menu >> Integrations >> Hosted Flow>> Hosted Flow Templates
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Click on the Copy button against the template to see the consent link. You can also generate a new link if required. You can share the consent link to the individual/business of whom you want the transcripts.
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Please reach out to [email protected].
Updated about 1 year ago