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Preview New IRS e-Services User Agreement

Monday, September 10, 2018   (0 Comments)
Posted by: Amy Spencer
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Last year, the IRS announced it intended to update the e-Services User Agreement and that it would circulate the new content in advance. The IRS is launching a new web page today that contains information about the updated agreement and a pdf version that can be downloaded by users. View the user agreement for your convenience. Red text signifies new content.

Beginning October 14, e-Services users, after entering their accounts, will see a pop-up asking that users accept the terms of the updated user agreement.

The IRS is strongly encouraging our e-Service users to read this content, because of the importance of these changes to improve security for our users and taxpayers. The user agreement is not long, and may require some tax practitioners to review how they conduct business.

Here are some highlights:

  • Update all information to your e-Services account/applications within 30 days of any changes;
  • Keep your e-Services username, password and PIN confidential;
  • When using an Intermediate Service Provider whose software requires you to enter your e-Services username, password, or PIN, you must ensure your username, password, and PIN are not stored. (Intermediate Service Providers offer certain service to tax practitioners, such as retrieving client transcripts from TDS on your behalf;
  • You must notify your clients when you are using an Intermediate Service Provider.


As part of our ongoing efforts to enhance security and protect sensitive taxpayer data, the following items have been added:

  • Protect the data you access through e-Services; it’s your legal obligation to protect all tax information;
  • Review Publication 4557, Safeguarding Taxpayer Data, for information about your obligations and suggested safeguards for creating a security plan.
  • If you become aware or suspect there is unauthorized use of your account, contact the Help Desk at 866-255-0654 (international callers use 512-416-7750)

The most significant change will be for those tax professionals who use intermediate service providers to obtain tax transcripts. The user agreement requires you to notify your clients if you are using an intermediate service provider. Failure to do so could result in the suspension of your access to your e-Services account.

We also want to underscore that federal law requires all professional tax preparers to create written information security plans to protect taxpayer data. The Federal Trade Commission oversees this provision. You can learn more about your obligations and common security steps you should take by reviewing IRS Publication 4557, Safeguarding Taxpayer Data.

Please, take a few minutes to preview this updated user agreement and be ready to accept its terms when asked.  

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