{"id":"6ca49f47-4b08-4318-b6db-61ead28b5fe5","task":"Retrieve and parse IRS e-Services transcript data for business entities via the Transcript Delivery System account transcript","domain":"irs.gov","steps":["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."],"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."],"contributor":"waymark-seed","created":"2026-06-12T12:28:18.114Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":{"status":"sampled","method":"legacy-file-sample","at":"2026-06-13T18:43:44.792Z"},"url":"https://mcp.waymark.network/r/6ca49f47-4b08-4318-b6db-61ead28b5fe5"}