Effectively Using IRS Tools and Transcripts

NEW!

In this course, you’ll discover the many ways taxpayers and tax professionals can work with the IRS online using the tools and resources available. Presented by former IRS compliance enforcement officer Jim Buttonow, CPA, CITP—who has been a leader in helping tax professionals resolve tax issues since 2005—this course shows you how to save time by adopting new IRS online features and effectively using IRS transcripts to answer client questions and resolve common issues.

$36.00
  

Prerequisites

Prerequisites are not necessary to participate in this course and no advance preparation is needed.

Course Description

In this course, you will discover the many ways taxpayers and tax pros can work with the IRS online using the many tools offered by the IRS. Tax pros will be able to save time by adopting new IRS online features and effectively using IRS transcripts to answer client questions and solve common issues.

After completing this course, you will be able to:

  • Identify common reasons taxpayers and tax pros have to work with the IRS outside of filing a tax return
  • Identify the current and future scope of IRS online tools
  • Explain how to get access to IRS digital tools Recognize how to use IRS digital tools effectively in helping your clients
  • Identify the future features of IRS digital tools
  • Recognize how to activate filing and recording Forms 2848 and 8821 online with the IRS
  • Identify practical uses for IRS transcripts

CPE Facts

Affiliation* CPE Awarded Delivery Method Field of Study Course ID Sponsor ID
NASBA 2 QAS Self-Study Taxes N/A 103137
CTEC 2/0 Self-Study Federal Tax Law 3038-CE-00461 3038
IRS 2 Self-Study Federal Tax Law FQTGU-T-00802-26-S FQTGU
Texas State Board of Accountancy 2 Self-Study Taxes 100483 002921
Pennsylvania State Board of Public Accountancy 1 Self-Study (Non-Interactive) Taxes N/A

* Individuals with other professional credentials should check with their state licensing board or accrediting organization to determine if this program meets their continuing education requirements.

Other Details
Last Revision April 2026
Course Expiration The CPE portion of this course expires one year from date of purchase
DrakeCPE Course Policies and CPE Affiliations