Business Transcripts (3-Day)

For Mortgage Processing

Most mortgage underwriters will only need that last 2 to 4 years of the Return Transcripts from A Business.

Instructions

1. Select the Years of the Transcripts that you wish us to retrieve.
2. Fill in all of the required fields for the Business. These will be inserted into the IRS Authorization Form 8821. This form gives us authority to retrieve Transcripts from the IRS for the Tax Payer.
3. Enter the Business Contact's email and/or mobile phone. We will use this to send a signature request so that they can sign the IRS Form 8821.
4. A fter they sign the IRS Form 8821, then we will start the process of retrieving the transcripts from the IRS.

IRS Individual Transcripts

• Return Transcripts: Shows information from the original tax return filed with the IRS.
• Account Transcripts: Shows basic data such as filing status, taxable income, and payments.
• Record of Account Transcripts: Combines the information from the Return & Account transcripts