Transcript Reports for Secure Mailbox Deliveries

PitBullTax Transcripts just got even better! We now offer automatic Transcript Reports generation for transcripts received through a Secure Mailbox.

The IRS has discontinued the general faxing of transcripts at the end of June 2019. Since then, if you call the IRS phone lines and fax a copy of either Forms 2848 or 8821 to the phone assistor, requested transcripts will be sent ONLY to your Secure Mailbox or SOR (Secure Object Repository) in your e-services account.

And now, PitBullTax Transcripts not just pulls your transcripts from a Secure Mailbox, but also generates our famous analytical Transcript Reports for transcripts delivered to a Secure Mailbox. The days of long waits for your POA to register with CAF Unit are over. Just call the PPS to request transcripts you need, and we'll do the rest. As soon as transcripts are pulled from a Secure Mailbox, analytical reports will be generated automatically. You will receive green pop-up notifications in your account when transcript reports are generated, as usual.

To get transcripts from your Secure Mailbox all you need is to get your PitBullTax Connector to Online status, the application will check your Secure Mailbox automatically every time your connector goes online. If your connector is Offline and you are not requesting any other transcripts, you need to click “Check Secure Mailbox" button at the bottom of Request Transcripts page in order to establish connection and pull your transcripts delivered by the IRS to a Secure Mailbox.

On View Transcripts page, transcripts delivered through a Secure Mailbox will be marked with an “SM" logo. Please note that it will take few minutes longer for reports generation for transcripts delivered through a Secure Mailbox due to additional steps the program takes, but in general it shouldn't take longer than 3-4 minutes on a standard request of 10 transcripts.

Should you have any questions regarding this update, please feel free to contact our customer service representatives at 877-474-8285.

Posted at 08/08/2019 11:41:34 AM