Retrieve and parse IRS e-Services transcript data for business entities via the Transcript Delivery System account transcript

Steps

1. Enroll in IRS e-Services and confirm your CAF authorization covers the business EIN you are requesting transcripts for (Form 8821 for non-POA information authorization or Form 2848 for POA).
2. In TDS, select Account Transcript for the business EIN; for entities, available transcript types include Account Transcript (tax account details), Record of Account, and — as of early 2025 — Return Transcripts for Forms 1041 and 990-T.
3. Select the applicable tax year and form type; note that the IRS is phasing in Return Transcripts for additional 1120-series and 990-series forms through 2025-2026 — check current TDS availability before building automated pipelines.
4. For automated retrieval, use the IVES A2A channel with Form 4506-C bearing the business entity's authorized signature; standard web TDS sessions are not suitable for high-volume automation.
5. Parse the Account Transcript for assessed tax, payments, credits, and balance due fields; the Account Transcript for businesses uses the same module structure as individual transcripts but with EIN as the taxpayer identifier.
6. Retain all Form 4506-C authorizations and access logs per IRS requirements.