Optional Features

IRS Transcripts Delivery and Reporting with Daily Alerts

This must-have tool allows you to easily obtain unlimited IRS Transcripts for multiple clients utilizing your IRS e-services account and import them directly into PitBullTax Software. The application will instantly analyze transcript data and create easy-to-read and concise reports for a variety of purposes, including: Current Tax Liabilities, Penalties & Interest, Filed/Unfiled Tax Returns, Federal Tax Liens, Collection Status, estimated Collection Statute Expiration Date (CSED) Calculations, estimated Earliest Dates for Bankruptcy Dischargeability, First Time Penalty Abatement Eligibility, Account Transcript Summary and Payment Summary. Transcripts Reports are generated in just a few minutes, and can be branded with your own logo and further customized to address your firm’s needs! The transcript data will be seamlessly integrated into each client’s profile, various software tools and applicable IRS Forms. You can even print out or email detailed Transcripts Reports and Analyses to your clients, and be a hero in their eyes!

But that’s not all. PitBullTax has taken IRS Transcripts Delivery and Reporting to the next level by supercharging it with Automatic Daily Alerts. Obtain automatic email/system notifications of important changes affecting your clients’ accounts even before the IRS places the notices in the mail! You’ll receive automatic alerts regarding filed/rejected/accepted Offers in Compromise, Bankruptcy filings, FTLs (Federal Tax Liens), Levies, Tax Court Petitions, and much, much more. Now you can even customize exactly the changes you want to be alerted on with our new customizable alerts feature. And with version 4.0 you can also request transcripts, schedule alerts, transcripts and CAF checks in bulk for all or some of your clients at a time.

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