Several tax planning software tools allow you to upload a tax return transcript to provide their predictions and calculations.
Before You Begin
- Your client has completed consent, and records are available.
Find the Tax Return Transcript
From your Home screen,
- Search for the client's name.
- Click View financials or View tax records.
- Visit the IRS Records & Activity tab, download the RETR for the year(s) of interest, and upload them into your external software tools.
