integration

Product Capabilities

Download IRS Tax Transcripts on Demand

Move from manual follow-up to a digital process built for speed, visibility, and cleaner transcript retrieval.

Multi‑Year Transcript Retrieval

Pull IRS transcripts across multiple years in a single workflow, supported by callbacks/webhooks for real‑time status updates.

Automated CAF/POA workflow

Manual IRS authorization tasks with automated CAF/POA preparation, tracking, and activation, so transcript pulls begin the moment access is approved.

ERC Tracking

Monitor ERC-related credits, adjustments, refunds and processing dates for each quarter by reviewing the IRS account Transcript.

Consent Collection

Collect taxpayer consent effortlessly with integrated eConsent and eSignature, enabling fast, secure authorization for transcript retrieval.

Real-time Alerts

Stay informed when balances, notices, or filings change. Timely alerts can help your team respond faster and keep client work on track without going back-and-forth.

Request & Download

Transcript Types We Support

Advanced Data Checks
IRS Account Transcript (ACTR)

This transcript provides information on the status of the taxpayer's tax account, including payments, penalties, and adjustments.

Advanced Data Checks
IRS Tax Return Transcript (RETR)

This transcript provides a summary of the most important information from the taxpayer's federal tax return, including their adjusted gross income (AGI), filing status, and the types of forms filed. It's often used for income verification.

Advanced Data Checks
Record of Account (RECA)

This combines the features of both the tax return transcript and the tax account transcript. It provides a more detailed overview of the taxpayer's account activity.

Advanced Data Checks
IRS Wage and Income (WAID)

This transcript provides information on the various forms of income reported to the IRS, such as W-2s, 1099s, and other income documents.

Advanced Data Checks
Multi-year Retrieval

Access IRS tax transcripts for multiple past tax years, instead of requesting each year individually. These transcripts provide historical tax data used for verification, audits, lending and tax resolution.

Advanced Data Checks
Bulk Requests (for Firms)

Firms handling high volumes of transcript requests can retrieve IRS tax transcripts for multiple taxpayers and/or multiple tax years in a single submission, instead of placing individual requests one at a time.

Note: Tax transcripts do not contain any personal financial account numbers or sensitive information, making them a relatively secure way to verify tax-related information.

Choose that Fit Your Needs

Two Easy Ways to Retrieve Your IRS Tax Transcript

Retrieve Transcripts with Zenwork CAF

If you don’t have your own CAF number, you can still get your IRS transcripts. Use Zenwork’s CAF service to submit transcript requests without managing a CAF number internally.

This is the fastest and most direct method, offering verified access straight from the IRS system.

  • No CAF setup or maintenance required
  • Start requesting transcripts immediately
  • Great for teams scaling volume over time
Use Zenwork CAF
Retrieve Transcripts with Your Own CAF Number

If you already have an IRS e‑Services account and your own CAF Number, you can pull transcripts directly from the IRS Transcript Delivery System (TDS).

  • Use your organization’s CAF number
  • Keep authorizations aligned to your internal process
  • Works well for firms with dedicated tax operations
Use My CAF

How it Works?

Pull up to 10 Years of Tax History in 3 Easy Steps

The system follows a 3-step process:

request-data
01 Request
  • Submit taxpayer details
  • Initiate consent request
track-data
02 Track
  • Users can track status in the system
  • Taxpayer provides authorization electronically
receive-data
03 Receive
  • IRS transcripts are retrieved
  • Data becomes available for review/download
Get Tax Transcript Online

Pricing

Subscription Plans

Basic

Perfect for getting started.

$0 /mo
  • Pull up to 1 individual/business tax transcript
  • Standard support
Subscribe Annually
Essential

For growing professionals.

$16 /mo

Billed $192.00 yearly

  • Up to 5 transcripts per month
  • 1 CAF included
  • Transcript monitoring Coming Soon
  • Multi-user access
  • Standard support
Subscribe Annually
POPULAR
Pro

For high-volume firms.

$42 /mo

Billed $504.00 yearly

  • Unlimited transcripts
  • 1 CAF included
  • Transcript monitoring Coming Soon
  • Multi-user access
  • Dedicated support
Subscribe Annually
Don't have a CAF?

Zenwork securely handles your IRS transcript request end-to-end.

Per Transcript $19

Ready to Pull Your IRS Tax Transcript?

Start with a single transcript or scale to a complete firm workflow for ongoing IRS transcript access. Download your own or your clients' IRS transcripts to analyze data and track changes.

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FAQ’s

Frequently asked questions

The IRS tax transcript is an official, summarized version of a taxpayer’s income tax return and related information provided by the IRS.

No, you can retrieve transcripts with Zenwork’s CAF number.

Depending on the transcript type, you can access account details, payment and penalty history, wage and income records, and prior-year AGI information.

Yes, Tax1099 supports multi-year tax transcript retrieval to help you with review, compliance, and client case work.

Yes, it is helpful when a taxpayer needs prior-year AGI for eFiling and does not have their old return available.

The tax transcript retrieval service has a consent collection workflow that helps you capture authorization before.

Yes. Monitoring helps firms stay informed when balances, notices, or filings change.

It supports both, but it is especially useful for tax professionals and firms managing client transcript requests at scale.