IRS lets Tax Pro Accounts make business client payments

  • Key Insight: Here’s why the IRS is granting tax professionals direct payment access for business clients.
  • What’s at Stake: Tax professionals attempting to manage business client accounts without meeting one critical requirement.

The Internal Revenue Service has added a new feature to the Tax Pro Account allowing tax professionals to make some payments on behalf of their business clients and do other routine client tasks online.

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Tax professionals can now use the same secure online service they use to view client information and manage authorizations to make payments for their clients. Previously practitioners were able to view their business clients’ balances and payment activity in the Tax Pro Account but they couldn’t make a payment on behalf of a client.

 “Expanding online services that enable tax professionals to do more for their clients advances the goal of making the IRS a digital-first agency,” said IRS CEO Frank Bisignano in a statement Friday. “For taxpayers who rely on tax professionals, this change will save time and make it easier for them to meet their tax obligations.”

Through Tax Pro Account, authorized tax professionals can now make the following types of payments on behalf of their business clients:

  • Full or partial balance;
  • Amended return;
  • Extension;
  • Proposed tax assessment; and
  • Federal tax deposit.

Tax professionals need to have the appropriate authorization for the client and tax matters involved, however.

The Tax Pro Account originally launched in July 2021, and the IRS has been steadily adding more features over the years, It now gives tax professionals a secure online way to manage authorization relationships with taxpayers; link or request individual CAF numbers and link business CAF numbers. view taxpayer information such as balance due, payment activity and audit status for individual clients, and balance due and payment activity for business clients; make payments on behalf of individual and business taxpayers; and create and revise payment plans on behalf of individual taxpayers.

For more details, visit Tax Pro Account.

Introductory bullet points created by AI with editorial review.

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