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).
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.
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.
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.
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.
Retain all Form 4506-C authorizations and access logs per IRS requirements.
Known gotchas
EIN-based income data from third-party information returns was expected to become available through TDS in 2025 — verify current availability at irs.gov/tax-professionals before relying on this capability in production.
Business transcripts for pass-through entities (partnerships, S-corps) do not include K-1 recipient data; individual owner income must be retrieved using the owner's SSN-based transcript.
TDS availability for some business form types (excise, international, estate/gift tax returns) is still being rolled out; always confirm the specific form type is available before building a workflow dependency.
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