My client does not know how much she owe the IRS


#1

I have a new client she does not know how much she owes the IRS. She made couple of payment but she does not have any records ? is that something I can get from the transcript ? if yes whats the CAF number ? and how can I get it ?


#2

Yes! You will be able to obtain all the actions that have occurred on the account by pulling the TP’s transcript. Before you can pull the transcript, you will need to file a form 2848 with the CAF unit. As it sounds like you don’t already have a CAF number, you will just need to follow the instructions below:

For more into, here is the link to the form 2848 instructions:

You will need to fax the document directly to them:
https://www.irs.gov/businesses/small-businesses-self-employed/caf-unit-addresses-fax-numbers-and-state-mapping

Hope this helps,
Jeff