Define the question
Identify the years and account activity you need to clarify.
IRS help
Tax Transcripts & Monitoring
For taxpayers who need to clarify return history, recorded payments or account activity. ASB can discuss which records would be useful and the access permissions required. The availability, frequency and scope of ongoing monitoring are agreed with ASB based on your needs.
Who it is for
Taxpayers clarifying account or filing history.
When this can help
You need to understand recorded payments, return history or the next account review needed for an open issue.
Service scope
Discussion of relevant transcripts and access permissions, followed by record review. Ongoing monitoring availability, frequency and deliverables require ASB confirmation.
Understanding the service
Use account records to clarify specific questions
Different transcript records can help answer different questions about a return or tax account. Begin by explaining what you need to understand, such as recorded payments, return history or an unresolved notice. A transcript should be read in context with your returns and correspondence.
Access permissions and the records needed are confirmed before review. An account entry may raise further questions rather than provide a complete explanation by itself. Any recurring monitoring service requires a separate discussion of availability, review frequency and what information will be provided.
Our process
A defined process that is easy to follow
The exact scope depends on your situation. These steps show how we organize the work.
Confirm access
Agree on how records will be obtained and any required permission.
Review the information
Compare available entries with your returns and payment records.
Set follow-up
Confirm whether another review is needed and its agreed frequency.
A distinct approach
What to prepare for this conversation
Your records support a focused conversation without assuming the outcome.
Tax years you need to review
Gather what is available and note any records you cannot locate.
Available tax returns
Gather what is available and note any records you cannot locate.
Payment records
Gather what is available and note any records you cannot locate.
Questions about account activity
Gather what is available and note any records you cannot locate.
No outcome promises: Every matter depends on its facts, records and the agency process. Specific outcomes are not guaranteed.
Common questions
Tax Transcripts & Monitoring questions
Is monitoring already included in every service?+
No. Ongoing monitoring, its frequency and availability must be confirmed with ASB.
Do transcripts replace all my original records?+
Bring your available returns and payment records as well. ASB can discuss what additional records are useful for your question.
Does this page give ASB access to my IRS account?+
No. This website does not grant access to tax accounts. Access and any authorizations must be arranged directly with ASB.
Need help with your situation?
Let’s discuss your records, questions and next steps.