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How to apply for IRS E-Services?


IRS E-Services The IRS offers e-Services which is a suite of web-based tools including Bulk TIN Matching. You apply for an e-Services account as an individual with a SSN, birthdate, address, phone number and last 8 digits of a Visa, Mastercard, or Discover credit card. The steps to applying for an e-Services account, with screenshots, is below.

Go to this page:

https://www.irs.gov/e-services

Scroll down and click on TIN Matching. Click on Access TIN Matching Application.

Your taken to a screen that looks like the following:

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Click on Create Account which is to the left.

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Click Continue.

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Click Yes.

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Click Yes. I have only used the last 8 digits of a credit card to verify my identity.

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Click Continue.

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Type in you name exactly as it appeared on your most recent tax returns. If you recently married or divorced and have a new last name, make sure you use the name that appears on your last 1040 forms. Click Send Code and you will receive a code by email.

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Type in the code you received by email and click Continue.

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Type in your personal information including date of birth and SSN. You can only proceed if your information matches IRS records. Click Continue.

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Select and type in the last 8 digits of a credit card. Click Continue.

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Provide a mobile phone number. Click Continue. We have never had success on this screen. We always get the warning

We could not verify the phone number you entered. Please try a different phone number.

If you receive the same warning we received, click Receive an activation code by postal mail (5-10 business days).

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Click Continue.

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Create a Username and Password. Type in your email address. Choose a site phrase and site image. Click Continue.

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Your done for now! You setup a user profile and the IRS will mail you a letter with an activation code in 5-10 days. Wait for the activation code. Then log back into the IRS site to provide the code.