Easily Set up an IRS Online Account to Manage Your Taxes

IRS Online Account set up is quick and easy

Managing taxes can be challenging for any taxpayer, but the IRS offers an online account to make it easier to keep track of everything­, from your most recently filed tax returns and payment history, and including estimated tax payments, to the amount you owe. You can also approve and electronically sign power of attorney and tax information authorization from your tax professional. Best of all, the IRS online account set-up process is quick and easy. If you haven’t yet created your IRS online account, you should do it now.

What You Can Do with an IRS Online Account

An IRS account allows you to conveniently manage your taxes from your computer. Here are some of the things you can do with your online account:

• View data from your most recently filed tax return – helpful if you need to reference information for business purposes or if you simply want to check that everything was filed correctly.
• View digital copies of notices that the IRS has sent to you in the past year – a convenient way to keep track of any correspondence from the IRS so that you can follow up as needed.
• Pay your taxes online directly from your account balance without having to write a check or send a money order through the mail.
• View 5 years of payment history, including any estimated tax payments that you have made – a great way to keep track of your tax payments so that you know when they are due each year.
• View the amount that you owe in taxes at any given time so that you can plan accordingly for making payments or arranging payment plans with the IRS.
• Make payments directly from your computer.
• Sign up for direct deposit so that you never have to worry about lost or stolen checks.
• Manage all your accounts in one place without having to dig through paper records or scan documents into digital files.
• Set up automatic payment plans for estimated taxes or other payments owed to the IRS.

How to Set Up Your Account

Setting up your IRS online account is easy. After entering a few key pieces of information, then verifying your identity using your smart phone, you can have access to your tax information in just a few minutes. If you don’t have a smart phone or acceptable identification to use for the verification process, alternate methods of verification are offered online.

Step 1: Go to www.irs.gov/account and select the “Sign in to Your Account”, click the sign in button, then on the next page, select “Create a new account.”

Step 2: Follow the prompts to create an ID.me account.

Step 3: Choose whether you want to receive your one-time access code via text message or email and enter the required contact information.

Step 4: Enter the one-time access code that you received via text message or email.

Step 5: Select whether you want to receive future correspondence from the IRS via text message or email and enter the required contact information.

Step 6: Create a username and password for your IRS online account.

Step 7: Review the Terms and Conditions and Privacy Statement then select “Create Account.”

You have now successfully created your own IRS account and can take advantage of all the benefits that it offers. You are able to view data from your most recently filed tax return, view and pay your taxes, view digital copies of notices from the IRS, and more. If you ever need to access your account again, all you need to do is visit irs.gov/account and click on the blue “Sign in to your Online Account” button. You will then be directed to the login page where you can enter your username and password to get back into your account.

Access to your tax information at your fingertips

The IRS online account set up is a quick and easy process that gives individual taxpayers and business owners access to a tool that simplifies their tax management process. Through the account, you can access important information about your taxes and make payments directly to the IRS without having to write a check or send a money order through the mail. You can also keep track of correspondence from the IRS and review up to 5 years of payment history – including estimated tax payments. If haven’t created your IRS online account yet, sign up today at IRS.gov/account! Reach out to our tax team if you need help setting up your account or have questions about the information you see.