IRS E-Services: 11 Services Affected by Migration

After a major overhaul of the IRS E-Services login last year, the IRS is set to shake up the authentication and login of E-Services users yet again.

In a QuickAlerts announcement in early May 2022, the IRS stated that they will be moving away from the cumbersome E-Services Secure Access platform and will instead partner with authentication provider to provide secure login and identity management.

Affected IRS E-Services and Applications

According to the IRS, the following applications will be affected:

  • Affordable Care Act (ACA) for Transmitter Control Code (TCC)
  • Application Program Interface (API) Client ID Application
  • e-File Application
  • Information Returns (IR) for TCC
  • Income Verification Express Service (IVES) Application
  • State Applications (State EFIN and TDS State)
  • TIN Matching, including Bulk and Interactive TIN Matching
  • IRS E-Services Transcript Delivery System (TDS)
  • Secure Object Repository (SOR)
  • Modernized e-File (MeF)
  • ACA Information Returns (AIR)

In short, nearly all IRS services will transition over to the new identity provider during the summer.

IRS E-Services Secure Access History

In past years, the IRS implemented a system called Secure Access to verify the identity of filers for select IRS applications. Initially, this started with services like TIN Matching and expanded in scope to cover AIR ACA filing and more.

A major sticking point for many employers in this process was the need to have 2 stakeholders provide personal information and act as a responsible individual for the organization. While this sounds innocuous at first, the verification process proved to be time consuming and required a lot of information from users.

In many cases, the information required for identity validation was so difficult to obtain that some employers had trouble rounding up 2 responsible individuals who could meet all requirements. The technology required for setting up two factor authentication also proved to be incredibly picky as users were required to authenticate with a phone from select providers (like AT&T, T-Mobile, Verizon, but NOT Google Fi, Google Voice, or smaller providers) AND users were required to be the listed as the account holder by the cell phone provider (which could present a problem for family plans and other types of shared cell plans).

Timing for IRS E-Services Migration

If you have a pending Secure Access registration, we recommend completing this process prior to the migration date of June 15, 2022, as you will be unable to finish creating your account and you will be forced to go through the new registration method. From prior experience, we highly recommend finishing out registration through the existing process as the new process is often fraught with bugs and issues during the initial deployment.

Preparing for the Tax Year

Get ahead of the tax season rush by learning all you can prior to filing season! Review our Essential Guides to get more information about the form types you need to file.

You can also learn more about tax filing preparation using our TIN Verification Guide and State Filing Requirements Guides.

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