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How to Create, Sign In to, and Use an IRS Account

Woman signing in to an IRS account on a computer.

A notice from the IRS, an unexpected balance, or a payment that does not appear can leave you unsure about your next step. Your irs account may provide useful clues by showing available tax records, payment history, transcripts, and digital notices. It can also offer payment options and selected tools for individuals and eligible businesses. However, signing in is only the beginning. You still need to protect your personal information, save confirmation numbers, maintain business or rental records, and read every notice carefully. This guide explains how to create and use an irs account, troubleshoot common issues, and know when to ask Accounting Solutions, Inc. for help.

Key Takeaways

  • Set up your IRS account safely: Start at IRS.gov, complete ID.me verification, use multifactor authentication, and never share your password or security codes.
  • Check your federal tax information regularly: Review balances, payments, transcripts, notices, refunds, and amended-return updates, then compare them with your personal, business, payroll, or rental records.
  • Address discrepancies promptly: Save notices and payment confirmations, avoid duplicate filings or payments, use official IRS or ID.me support for technical issues, and contact Accounting Solutions, Inc. for tax-related guidance.

What Is an IRS Account and What Can You Do With It?

An IRS online account gives you a secure way to review and manage many federal tax matters online. Instead of searching through old letters or waiting for an update by mail, you can sign in to view available tax records, check balances, review payment history, and read certain IRS notices. Individuals can also use the account to check eligible refund and amended-return updates.

The IRS offers different account features depending on whether you are an individual, business owner, or tax professional. Information may also vary based on your filing history, the tax forms involved, and what the IRS has processed. Review the agency’s online account guidance before relying on a specific feature.

An IRS account can make tax administration more convenient, but it does not replace organized records or professional advice. A balance shown online may need further review, and a notice may require a detailed response. If you are unsure how an IRS message affects your personal return, business, payroll, or rental property, Accounting Solutions, Inc. can help you understand the information and decide what to do next.

Learn the IRS online account basics

An IRS online account connects your verified identity with federal tax information available in the IRS system. After creating an account through ID.me, you may be able to view balances, payment activity, transcripts, notices, refund information, and selected forms.

The exact information available depends on your account type and tax records. Some updates may take time to appear, especially after filing a return or making a payment. Check the IRS online account page for current features and eligibility requirements.

Use a private device and secure internet connection when signing in. Keep your password, verification codes, and identity documents private. The IRS will not ask you to provide sensitive login information through an unexpected email or text message.

View balances, payments, and tax records

Your account may show whether you owe federal taxes and which tax period relates to the balance. You can also review payments credited to your account, including certain electronic payments and payments made toward an existing payment plan.

Available tax records may include account transcripts, return information, wage and income details, and other documents. These records can help you compare IRS data with your own tax files. For example, you might need adjusted gross income from a previous return when applying for a mortgage or preparing a new tax filing.

Keep your own copies of returns, receipts, and payment confirmations. IRS records may not update immediately after a transaction. The agency explains the available tax transcript types and how to request them.

Review transcripts, returns, and IRS notices

An IRS account may provide details from processed returns, including adjusted gross income and certain reported income information. You may also be able to download a transcript when a lender, school, government agency, or tax professional requests one.

Certain IRS notices may appear digitally in your account. Read each notice carefully because it could include a response deadline, balance due, document request, or instructions for disputing information. Save a copy for your records.

A transcript is not always a complete copy of your filed return. If you need the full return, check your files or contact the preparer who submitted it. You can review the IRS information about online account notices before responding.

Make payments and manage payment plans

Your account may allow you to make a same-day payment from a bank account or schedule a payment up to a year in advance. Confirm the payment amount and date before submitting it, then save the confirmation number with your tax records.

Eligible taxpayers may also review payment plan options, apply for a new plan, or manage an existing agreement online. Interest and penalties can continue to apply, so a payment plan does not necessarily stop the balance from increasing.

Review the IRS rules for online payment agreements before choosing an option. If the balance involves payroll taxes, several tax periods, or a rental business, ask a tax professional to review the situation first.

Check refunds and amended-return status

Your account may display the status of a federal refund or amended return. This information can help you confirm whether the IRS has received or processed a filing, issued a payment, or requested additional information.

Updates are not always immediate. Processing time can depend on how you filed, whether the return needs additional review, and the complexity of the changes. Amended returns generally take longer to process than original returns.

You can also use the IRS amended return status tool when it applies to your filing. Do not submit another amended return simply because the status has not changed. Duplicate filings may cause additional delays.

Manage forms, authorizations, and account security

Some taxpayers can complete, sign, and submit selected IRS forms through their online account. You may also be able to review authorization requests and electronically approve a Power of Attorney or Tax Information Authorization submitted by a tax professional.

Read the authorization carefully before signing. Confirm the tax periods, forms, and responsibilities covered by the request. An authorization allows a professional to perform specific tasks or receive information, but it does not require you to share your IRS username or password. The IRS provides more information about Form 2848 and tax authorizations.

Use multifactor authentication and keep recovery information current. Never share a verification code or upload identity documents in response to an unsolicited request.

Use IRS accounts for small businesses and rental properties

Small business owners may qualify for an IRS Business Tax Account, which can provide access to certain federal tax information connected with the business. Features and eligibility depend on the business structure and tax responsibilities. The account does not replace bookkeeping software, payroll records, or state tax accounts.

Rental property owners can use available IRS records to review personal tax information, payments, and notices related to rental activity. However, the account will not track rent received, repairs, insurance, mortgage interest, depreciation, or other property expenses for you.

Maintain separate, organized records for each business or rental property. Keep lease documents, invoices, payroll filings, receipts, and payment confirmations together. Review the IRS information about Business Tax Accounts to determine which features may be available.

See benefits for individuals, homeowners, and business owners

For individuals, an IRS account provides one place to review tax records, check payments, and read available notices. This can save time when preparing a return, applying for a mortgage, or confirming information from a previous filing.

Homeowners may find account records useful when gathering details for a tax return or responding to an IRS notice. Business owners can review federal tax activity online instead of relying only on paper correspondence, although they still need complete records for income, expenses, payroll, and other filings.

The account can also make a meeting with your accountant more focused. Before contacting Accounting Solutions, Inc., note the notice number, tax year, balance, or payment in question. Providing that information helps your tax professional investigate the issue more efficiently.

Know what an IRS account cannot replace

An IRS online account is a self-service tool for accessing information and completing certain tasks. It does not determine whether a business expense is deductible, calculate rental property depreciation, prepare a tax return, or explain every payroll tax obligation.

Information may also be incomplete or delayed. A transcript is not necessarily a full copy of your return, and a recent payment may not appear right away. Compare online records with your own returns, bank statements, payroll reports, and rental property documentation.

You can request certain records by mail, but mailed documents may take longer and may not include the latest updates. If you see an unfamiliar balance, missing payment, or confusing notice, use the IRS’s official contact options or contact Accounting Solutions, Inc. for help reviewing the issue.

What Do You Need to Create an IRS Account?

Creating an IRS online account takes more preparation than choosing an email address and password. The IRS and ID.me use your personal, tax, and identification information to confirm that you are the person requesting access. Having those details ready can make it easier to check your balance, review tax records, make a payment, or respond to an IRS notice.

The information you need depends on the account you are creating. An individual account generally requires your Social Security Number or Individual Taxpayer Identification Number. A business account may require an Employer Identification Number and details connected to the business. Rental property owners may also want payment records, estimated tax information, and property records nearby.

Before you begin, use a private device and start at the official IRS online account page. Avoid signing in through links from unexpected emails, text messages, or social media posts.

Provide your SSN, ITIN, and personal information

You will generally need your Social Security Number or Individual Taxpayer Identification Number to create an individual IRS account. The IRS may also ask for your full name, date of birth, address, and other personal information that matches its records.

Enter each detail exactly as it appears on your tax documents. A recent address change, name change, or newly issued ITIN can sometimes create a mismatch during verification. Use the information connected to the tax records the IRS has on file.

Your SSN and ITIN are sensitive information. Do not send either one through ordinary email or provide it to someone who contacts you unexpectedly. If you are unsure which taxpayer identification number applies to you, an accountant can help you review your records before you start.

Set up your email, phone, and ID.me details

You need an active email address and mobile phone number to create and protect your account. The IRS or ID.me may use your email for account notifications, while your phone may receive verification codes or support multifactor authentication.

Many taxpayers must complete ID.me identity verification before accessing IRS online services. You will either create a new ID.me account or sign in to an existing one, then follow the prompts to confirm your identity.

Choose an email address you check regularly and a phone number you expect to keep. Never share your ID.me password or one-time authentication code with anyone. The IRS and ID.me will not ask you to provide those security details through an unexpected call, email, or text message.

Verify your identity with a government-issued photo ID

ID.me may ask you to provide a valid government-issued photo ID. Commonly accepted documents include a U.S. driver’s license, state identification card, U.S. passport, or U.S. passport card.

Your document should be current, readable, and photographed in good lighting. Make sure the entire document is visible and that important details are not hidden by glare, shadows, or blur. An expired or damaged document may prevent the verification from going through.

You may also need to take a selfie or complete another verification step. These safeguards help prevent someone else from opening an account in your name. If you run into trouble, use the official ID.me Help Center instead of giving your identification documents to an unverified service.

Use a mobile phone or camera-enabled device

A smartphone, tablet, or computer with a working camera can help you complete identity verification. ID.me may ask you to photograph your identification document and take a selfie so it can compare your image and information.

Before you begin, check that your camera works and that your device has a reliable internet connection. Clean the camera lens, allow your browser to use the camera, and complete the process in a well-lit, private location. Avoid using a public computer when entering your SSN, tax information, password, or authentication code.

If your phone does not have a camera, you may be able to use another supported device. Review the ID.me verification instructions first so you know which devices and documents are accepted.

Have tax-return details ready for identity matching

The identity verification process may ask for information from a previous federal tax return. Depending on the situation, this could include your filing status, address, adjusted gross income, or other details used to match you with IRS records.

Keep a recently filed return nearby, and enter only the information the official verification process requests. Do not guess if you are uncertain. An incorrect answer can cause the verification attempt to fail or lead to additional steps.

You may have difficulty matching records if you recently filed your first return, submitted an amended return, or moved. Confirm that you are using the correct tax year and information. Accounting Solutions, Inc. can help individuals, homeowners, and rental property owners organize their tax documents before they begin.

Provide your EIN and business details for a Business Tax Account

Business owners generally need an Employer Identification Number to access business tax information online. You may also need the legal business name, business address, entity type, and other information associated with the EIN.

Review each detail before submitting it. The information should match the IRS records for the business. For example, a difference between the legal business name and the name connected to the EIN could cause a verification problem. Keep your EIN confirmation letter and recent business returns available for reference.

The services available may depend on the type of business and account. The IRS explains eligibility and available features on its Business Tax Account page. If your business is a partnership, corporation, or LLC, ask your tax professional who should manage account access.

Gather records for payments, payroll, and rental taxes

Gather the records you may need to understand the information in your IRS account. Useful documents include recent federal returns, IRS notices, payment confirmations, account statements, estimated tax records, payroll tax filings, and deposit information.

Rental property owners should also keep records for rental income, deductible expenses, depreciation, estimated payments, and IRS correspondence. Small business owners may need payroll reports, employment tax filings, payment confirmations, and federal tax deposit records.

These documents let you compare your account information with your own records. If a payment appears to be missing, note the tax year, payment date, amount, and confirmation number. Organized records can also help Accounting Solutions, Inc. review a discrepancy and discuss practical next steps with you.

Prepare securely before creating your account

Create your account yourself by typing IRS.gov into your browser or using the official IRS website. Do not rely on an unknown caller, text message, or email offering to set up the account for you. The IRS provides guidance on reporting phishing and online scams, including messages that request passwords, payment information, or identity documents.

Use a private device and secure internet connection. Choose a password you do not use on other websites, turn on multifactor authentication when available, and store recovery information somewhere secure. Never share your password, authentication code, or ID.me verification details.

After creating the account, sign out of any shared device and watch for account alerts. If you notice an unfamiliar login, unexpected account change, or suspicious message, contact the official IRS or ID.me support channel promptly.

How Do You Create, Sign In to, and Use an IRS Account?

An IRS online account gives you a secure way to review tax information, make payments, access transcripts, and respond to certain IRS requests. Individuals can create an account through the IRS website, while eligible businesses may use a Business Tax Account for specific federal tax matters.

The setup process includes identity verification through ID.me. Before you begin, gather your identification, Social Security number or ITIN, tax documents, and phone. Use only the official IRS online account page to start. The IRS will not ask you to create an account through an unexpected email, text message, or social media link.

Visit the official IRS.gov online account page

Start by typing IRS.gov into your browser and opening the online account page. Choose the account type that fits your needs. Most individuals, homeowners, and rental property owners will use an Individual Online Account. Eligible business owners may use a Business Tax Account to review certain business tax information and complete available tasks.

Check the website address before entering personal or financial information. The address should end in irs.gov and use a secure connection. Avoid clicking links in unexpected messages that claim to come from the IRS. If a message creates urgency or asks for your password, bank information, or verification code, close it and visit IRS.gov directly.

The official account page explains which services are available and directs you to the correct sign-in process. If you are helping a family member or business owner, have that person sign in personally rather than sharing account credentials.

Create or sign in to ID.me

The IRS uses ID.me to verify your identity before giving you access to sensitive tax information. If you already have an ID.me account, select the sign-in option and use your existing email address and password. If you do not have an account, follow the prompts to create one and confirm your email address.

Choose an email address you check regularly. Keep your password private and avoid using the same password for your bank account or other important services. ID.me may provide access to more than one government service, so use your existing account when possible instead of creating duplicates.

The ID.me guide for signing in to the IRS explains the account creation, sign-in, and identity verification steps. If you have trouble remembering which email address you used, use ID.me’s account recovery options rather than opening another account.

Verify your identity and approve information sharing

Identity verification helps prevent another person from viewing your tax records. ID.me may ask for your legal name, date of birth, address, Social Security number or ITIN, and a government-issued photo ID. You may need to photograph your identification and complete a video selfie using a phone or camera-enabled device.

Enter your information exactly as it appears on your tax records and identification. Small differences in your name or address can delay verification. If the system cannot verify you, follow the additional instructions provided by ID.me. Do not guess at answers or use someone else’s information.

After verification, review the information-sharing notice before approving IRS access. This approval allows the IRS to connect your verified identity with your online account. The ID.me verification instructions explain what documents may be accepted and what to do if verification does not work.

Set up multifactor authentication and recovery options

Multifactor authentication, or MFA, adds another security step after you enter your password. Depending on the available options, you may receive a code by text message or use an authentication app. Choose a method you can access reliably, particularly if you use your account to manage payroll, rental income, or estimated tax payments.

Keep your recovery information current. If you change your phone number, update your security settings before you lose access to the old number. Store backup codes or recovery details in a secure location, separate from your phone when possible.

Never share an MFA code with someone who contacts you unexpectedly. An IRS employee, tax professional, or ID.me representative should not need your password or one-time security code. If you suspect someone accessed your account, change your password and review the official IRS guidance on identity theft for next steps.

Sign in and review your account details

After completing verification, return to the official IRS online account page and sign in through ID.me. Review the personal information shown in your account, including your name, address, filing details, and available tax records. Compare this information with your recent tax return and IRS correspondence.

Check that you are viewing the correct taxpayer profile if you manage more than one account. Business owners should also confirm that the business information associated with the account is accurate. Contact the IRS or a tax professional if you see information that does not belong to you.

An online account does not replace your own records. Keep copies of filed returns, payment confirmations, payroll reports, rental documents, and IRS notices. Save electronic records in a secure folder and protect printed documents that contain Social Security numbers, bank details, or other sensitive information.

Check balances, notices, transcripts, and payment history

Your IRS account may show unpaid balances, credited payments, available notices, and information from filed returns. You may also request tax transcripts, which can help confirm reported income, adjusted gross income, filing history, and certain payment details.

Review your account after filing a return, making a payment, receiving an IRS notice, or submitting an amended return. If you operate a small business or own rental property, compare IRS records with your bookkeeping reports and bank statements. Differences can point to a missing payment, data-entry error, or filing issue.

Read every notice carefully. It may include a response deadline, payment instructions, or a request for supporting documents. The IRS tax transcript page explains the available transcript types and how to request them.

Make a payment or schedule one

You can use your IRS account to make a payment toward an eligible individual or business tax balance. Before submitting it, confirm the tax year, payment type, amount, and bank information. An incorrect selection may cause the payment to apply to the wrong account or period.

Save the confirmation number and payment date for your records. Bank payments may take time to appear in your account, so avoid submitting the same payment again while waiting for it to post. Review your account later and compare the transaction with your bank statement.

The IRS offers several payment methods, including direct payment from a bank account and other options for eligible taxpayers. Review the official IRS payment options before choosing a method. If you are paying payroll or rental-related taxes, confirm that the payment method and account type match the tax obligation.

Apply for or manage an IRS payment plan

If you cannot pay your full tax balance by the deadline, your account may allow you to apply for an IRS payment plan. Eligible taxpayers can review estimated payment amounts, submit an application, and manage an existing agreement online.

Read the terms before accepting a plan. Interest and penalties may continue to apply, and you generally must remain current with future filing and payment obligations. Missing an installment or failing to file a required return can affect the agreement.

Gather your current balance, bank details, income information, and monthly expense estimates before applying. Business owners may need additional information about the business and its tax filings. Review the IRS requirements for an online payment agreement, and ask Accounting Solutions, Inc. to review your options if the balance is large or the situation is complicated.

Submit eligible forms and respond to available notices

Some taxpayers can complete, sign, and submit selected forms through an IRS online account. Available forms and response options depend on your account and the notice you received. Always read the notice first and follow its instructions instead of assuming that an online response is available.

Before submitting documents, confirm the tax year, notice number, taxpayer name, and requested information. Upload clear copies in the required file format and keep the original records. Save a copy of the completed form, uploaded documents, and confirmation page.

Online submission does not resolve every IRS issue. If the notice concerns an audit, missing income, payroll taxes, rental deductions, or a disputed balance, ask a tax professional to review it before you respond. A careful review can help you provide complete information by the stated deadline.

Review tax professional authorizations without sharing login details

Your IRS account may allow you to review and approve certain authorization requests from a tax professional. A Power of Attorney permits a representative to act for you in specified tax matters. A Tax Information Authorization allows a representative to receive designated tax information without receiving full authority to act on your behalf.

Do not give your IRS or ID.me username, password, or MFA code to an accountant, bookkeeper, family member, or anyone else. Instead, review the authorization request through your account and approve only the tax years, matters, and representative you recognize.

Check the professional’s name and contact information before approving anything. If the request contains an error, ask the professional to correct it. The IRS explains how to authorize a tax professional, including the forms and permissions used for these arrangements.

Use IRS records to plan estimated, payroll, and rental taxes

IRS records can help you plan future tax payments, but they should not be your only source of information. Individuals with self-employment income can compare prior-year tax information with current income and expenses when estimating quarterly payments. Homeowners may also review records when planning deductions and withholding changes.

Small business owners should compare IRS payment records with payroll deposits, employment tax returns, bookkeeping reports, and bank statements. Rental property owners should maintain separate records for rent received, repairs, insurance, interest, depreciation, and property improvements.

An IRS transcript can confirm some information the agency has recorded, but it may not include every detail needed for a current tax calculation. Review the IRS estimated tax guidance to determine whether estimated payments apply to you. For payroll or rental tax planning, Accounting Solutions, Inc. can help compare IRS records with your complete financial records.

What If Your IRS Account Has Problems?

An IRS account problem does not always mean there is an issue with your tax return. You may be dealing with a forgotten ID.me password, a changed phone number, a browser error, or a delay while the IRS processes a filing or payment. Start by identifying the type of problem before taking action. Sign-in issues usually require help from ID.me, while missing balances, refunds, notices, or transcripts may require help from the IRS.

Avoid creating another account or submitting the same payment multiple times while you troubleshoot. Instead, write down the date and time of each attempt, save confirmation numbers, and keep copies of notices, screenshots, and payment records. These details can help you explain the problem clearly to ID.me, the IRS, or your tax professional.

Recover your ID.me email, password, or authentication code

If you forgot your ID.me email or password, use the recovery options on the ID.me sign-in page instead of creating a second account. You may need access to the email address or phone number connected to your profile. If you recently changed your phone number, authentication codes may still go to your previous number, so follow the recovery instructions carefully.

The ID.me sign-in guide includes steps for recovering account information and resolving authentication problems. Never share your password, security questions, or one-time authentication code with someone who contacts you unexpectedly. ID.me support will not need your private login credentials to investigate a sign-in issue.

Fix identity verification and lost-phone issues

Identity verification can fail when the information you enter does not match your records, your identification document is difficult to read, or your device cannot capture a clear image. Check that your name, address, and date of birth match your official documents. Take photos of your government-issued ID in a well-lit area, without glare, shadows, or cropped edges.

If automated verification does not work, ID.me may offer a video call for additional review. This option can help if you lost your phone, changed your number, or cannot receive a multifactor authentication code. Review the ID.me verification instructions and keep your identification document nearby during the process.

Check your browser, device, and internet connection

A page that will not load may be caused by your browser or internet connection rather than your IRS account. Install available browser updates, enable cookies and JavaScript when required, and clear your cached data before trying again. Opening the page in a private window or using another supported browser may also resolve a loading or sign-in error.

Use a reliable internet connection and a device with a working camera if the identity verification process requires one. Older devices and some assistive technologies may not work properly with every IRS feature. The IRS online account page includes current information about accessing online services and account features.

Resolve missing balances, payments, refunds, notices, or transcripts

Account information may not appear immediately after you file a return, make a payment, or respond to an IRS notice. Compare your account with your payment confirmation, bank statement, filed return, or notice. Also confirm that you selected the correct tax year and payment type, because information may appear in a different section than expected.

If the information still does not match your records, request an IRS account transcript. A transcript mailed to you may not include the most recent updates, so it should not always be treated as proof that a recent payment or filing is missing. If a balance, refund, payment, or notice seems incorrect, contact the IRS promptly and avoid sending another payment until you understand the discrepancy.

Contact official IRS or ID.me support

Use official support channels when basic troubleshooting does not resolve the problem. Contact ID.me support for password, authentication, or identity verification issues. For questions about a tax balance, refund, transcript, payment, or notice, use the contact information listed on IRS.gov.

Prepare your Social Security number or ITIN, the relevant tax year, filing details, confirmation numbers, and copies of IRS notices. Do not send sensitive tax records to an unverified email address. Be cautious of messages that demand immediate payment or account details, since the IRS generally uses official notices for taxpayer communications.

Protect your account from phishing and unauthorized access

Create and access your IRS account directly through IRS.gov. Do not sign in through a link in an unexpected email, text message, or social media post. Scammers may imitate the IRS or ID.me and ask for your password, authentication code, bank information, or payment. Urgent threats and unexpected refund offers are common warning signs.

Use a strong, unique password for your ID.me account and turn on multifactor authentication. Review the email address and phone number connected to your account so you can notice changes you did not make. If you suspect unauthorized access, change your password immediately and contact ID.me through its official help center. Do not respond to the suspicious message or use its contact information.

Know when Accounting Solutions, Inc. can help

Some IRS account problems are technical, but others require careful tax review. Accounting Solutions, Inc. can help you understand an IRS notice, compare your account information with a filed return, review payment records, and identify possible inconsistencies. This guidance can be valuable for small business owners, rental property owners, homeowners, and individuals managing estimated or payroll tax payments.

Bring your notice, account transcript, payment confirmations, filed returns, and relevant business or rental records to your appointment. We can explain the tax information and help you determine reasonable next steps. For passwords, authentication codes, and account recovery, continue using official IRS and ID.me support. Acting promptly gives you more time to correct records, respond to notices, and address a tax issue before it becomes more complicated.

Frequently Asked Questions

What is an IRS online account used for?
An IRS online account lets you review available tax balances, payment history, transcripts, notices, refund updates, and certain filing details. Eligible users may also make payments, manage payment plans, submit selected forms, or approve tax professional authorizations.

What do I need to create an IRS account?
You generally need a Social Security number or ITIN, an active email address, a mobile phone, and a government-issued photo ID. ID.me may also request information from a recent tax return and require a selfie or additional identity verification.

Can small business owners and rental property owners use an IRS account?
Eligible business owners may use a Business Tax Account to access certain federal tax information. Rental property owners can review personal tax records, payments, and notices, but the account does not track rent, repairs, depreciation, insurance, or other property expenses. Those records must be maintained separately.

Why is my IRS payment, refund, or tax return not showing online?
IRS records may take time to update after a return is filed, a payment is made, or an amended return is submitted. Check your confirmation number, bank statement, tax year, and payment type before taking further action. Avoid submitting a duplicate payment or return while waiting for an update.

When should I ask Accounting Solutions, Inc. for help with my IRS account?
Contact Accounting Solutions, Inc. when an IRS notice, balance, missing payment, payroll tax matter, rental issue, or transcript does not match your records. Bring the relevant notice, tax return, payment confirmation, and business or rental documents so we can help you understand the issue and determine the next step.