You will discover a tool that allows you to quickly obtain multiple IRS Transcripts for one or several clients simultaneously utilizing your e-services account and import them directly into PitBullTax Software. The application will instantaneously analyze transcript data and create easy-to-read, concise reports for a variety of purposes such as current tax liabilities, penalties & interest, filed/unfiled tax returns, federal tax liens, collection status, estimated collection statute expiration date (CSED) calculations, and first-time penalty abatement eligibility. 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 transcript 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.

Learning Objectives:

• Identify how to increase your efficiency and optimize day-to-day processes


• Determine how to request IRS Transcripts in less than two minutes using your e-Services account


• Recall various IRS transcripts analytical reports


• Determine how to calculate CSEDs in minutes


• Identify additional revenue generators by getting daily email alerts on significant changes on your clients' IRS accounts, such as upcoming audits, bankruptcies filed, rejected oic, federal tax lien released, and more