New IRS E-Services Platform Launches

Posted on September 8, 2017 · Posted in Breaking News, CSEA Society News, Industry News, Latest Updates, Practice Management

9/8/17 — Our friends at the IRS Stakeholder Liaison asked us to share this very important message with our Members.

Starting Thursday, September 7, 2017, e-Services began moving to a new platform that will complete a multi-year upgrade, and some products will be unavailable.

  • 3 a.m. PT, Thursday, September 7: E-Services registration and the ability to apply for ACA, e-file, TIN Matching and IVES, will be unavailable. A redesigned e-Services landing page will launch. If you go to the old landing page, you will be automatically redirected to the new page.
  • 7 p.m. PT, Friday, September 8: Transcript Delivery System and TIN Matching will go offline.
  • 3 a.m. PT, Monday, September 11: Transcript Delivery System and TIN Matching will be back online.
  • 3 a.m. PT, Tuesday, September 12: Applications for ACA, e-File, TIN Matching and IVES will be available, including ACA Information Return users filing applications for Transmitter Control Codes.
  • State users only will not be able to submit new or change existing e-File/TDS applications from September 7 through late October.

New e-Services User Agreement

In late October, the IRS will roll out a new user agreement. All registered users must accept its terms to have access to e-Services and its products. Please read and sign it when it comes out.

This also addresses an emerging industry that the IRS is calling Intermediate Service Providers. Intermediate Service Providers are privately owned companies offering software and/or services to e-Services users, including helping users access taxpayer transcripts.

The new user agreement requires tax professionals using Intermediate Services Providers to ensure that the company is not storing their username, password or PIN, and they must notify their clients that they are using an Intermediate Service Provider to access tax information.

Registration Through Secure Access

Starting in late October, all e-Services users must register through Secure Access, a rigorous authentication process, to validate their identity and meet a new two-factor authentication requirement.

It is called two-factor authentication because all returning users must first enter their credentials (username and password) and then enter a security code sent to the user. To assist users who either cannot use a cell or lack cell service, the IRS is adding a new feature to its IRS2Go app. This app can be used on many types of mobile devices, including smart phones and tablets.

For existing e-Services users who cannot authenticate through Secure Access, there will be an exception process through the IRS help desk. However, even if you validate your identity through the help desk, you will still need a mobile phone or the IRS2Go app to obtain a security code each time you log in to e-Services.

You can read more about these changes at Important Information about Your e-Services Account. Read about the current Secure Access process at This page will update with information about the IRS2Go app when it becomes available. The IRS also has FAQs about Secure Access and e-Services Users and Tips for Successfully Authenticating Your Identity through Secure Access.

In addition, the IRS will be scheduling some webinars that demonstrate the registration process for users and will have experts on hand to answer technical questions.