Frequently Asked Questions

Q: What forms of payment do you accept for the program?

A: Credit Cards and Debit Cards Bank from any of the following providers: American Express, Discovery, MasterCard and VISA. Checks are not a valid payment method.

Q: Can I pay for the program over the phone?*

A: Yes, you can call one of our representatives between the hours of 8a - 6p, EST at 954-PITBULL (954-748-2855) and they will assist you over the phone.

Q: What steps are required to complete an IRS tax settlement?

A: Get an Engagement Letter signed, obtain a 2848 Form signed and submitted to the IRS, get transcript data, use our Resolution Evaluation tool to find the proper course of action, and then fill out and submit required forms with accompanying documentation to the IRS.

Q: Are all files uploaded to PitBullTax secure?

A: PitBullTax Software utilizes Advanced Encryption Standard (AES) to encrypt every file uploaded through the client portal assuring that your and your client’s files are secure. In simple terms, encryption relies on mathematical algorithms to protect the security and integrity of your and your client’s data as it is stored on our servers. Encryption is the process of combining the contents of a message (“plaintext”) with a secret password (the encryption key) in such a way that scrambles the content into a totally new form (“ciphertext”) that is unintelligible to unauthorized users. Only someone with the correct key can decrypt the information and convert it back into plaintext.

Q: Why is Advanced Encryption Standard (AES) considered secure?

A: Advanced Encryption Standard (AES) is a symmetric key cipher. This means the same secret key is used for both encryption and decryption, and both the sender and receiver of the data need a copy of the key. AES 256 is virtually impenetrable using brute-force methods. AES would take billions of years to break using current computing technology.

Q: Does PitBullTax Provide 2 steps factor authentication (2FA) ?

A: In an effort to provide a more secure and protected software application to all licensees, PitBullTax Software has 2-Factor Authentication available to all users at no additional cost.

Q: For Multi-User licenses, Are all users able to see transcripts pulled by all others?

A: If user A needs to see transcripts pulled by ALL other users, then checkboxes must be checked next to User A. This configuration can be set within IRS Transcripts Settings> Multi-User License Settings.

Q: How can a foreign CPA or EA obtain access to the IRS Transcript Delivery System (TDS)?

A: Foreign CPAs and EAs who qualify as Circular 230 practitioners may be eligible to access the IRS Transcript Delivery System (TDS), even if they are not Electronic Return Originators (EROs).

If you are a foreign tax professional, particularly if you do not have a U.S. firm or U.S. Social Security Number (SSN), follow these steps:

1. Create and verify an ID.me account
   
   Create an ID.me account to access IRS e-Services. If you live outside the U.S. and do not have an SSN or ITIN, ID.me provides an international identity-verification process. You may need a valid foreign passport and proof of your international address. ID.me may require verification through a Video Chat Agent.


2. Obtain a PTIN, if required
   
   Foreign tax preparers without a U.S. SSN may need to apply for a PTIN using the IRS procedure for foreign preparers. Additional documentation, such as Form W-12, Form 8946, and notarized identification, may be required.


3. Obtain or link your CAF number
   
   Sign in to your IRS Tax Pro Account, go to Profile, and select the CAF Number section to request or link your individual CAF number.
   
   Important: A CAF number by itself does not provide TDS access.


4. Contact the IRS to request e-Services/TDS access
   
   Contact the IRS International e-Help Desk and explain that you are a foreign Circular 230 practitioner requesting individual e-Services/TDS access.
   
   International: +1 512-416-7750
   
   The IRS will advise you of the appropriate procedure based on your circumstances and may need to manually link your foreign CAF information to your verified e-Services credentials.


5. Complete the IRS application, if instructed
   
   If the IRS instructs you to complete the e-file application, follow the current IRS instructions for Circular 230 practitioners and complete the required suitability process.
   
   Once approved, the IRS will provide an EFIN and can activate your TDS access.
   
   After TDS is activated, you can access the Transcript Delivery System through IRS e-Services to request eligible taxpayer transcripts.
   
   Important: TDS access is controlled by the IRS. PitBullTax does not issue or approve TDS access, EFINs, PTINs, CAF numbers, or IRS authorizations.