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Information Returns Intake System (IRIS) Taxpayer Portal User Guide
Table of Contents
Introduction ......................................................................................................................................... 4
First Time Filers Quick Reference Guide ................................................................................................................... 4
Who Can Participate? ................................................................................................................................................. 5
Forms Available to le via Taxpayer Portal for Tax Year 2022 ................................................................................... 5
Getting Started ................................................................................................................................... 6
Registration ................................................................................................................................................................ 6
Things you need to know before completing the IRIS Application for TCC ................................................................ 6
Access the IRIS Application for TCC.................................................................................................................... 7
Application Approved/Completed ......................................................................................................................... 7
Revise Current TCC Information .......................................................................................................................... 7
Deleted TCC ........................................................................................................................................................ 8
Taxpayer Portal ................................................................................................................................... 9
Helpful Hints for Navigating the Portal ........................................................................................................................ 9
Access the Taxpayer Portal ........................................................................................................................................ 9
The Header .......................................................................................................................................................... 9
Dashboard Tiles .................................................................................................................................................. 10
Issuer Management .................................................................................................................................................... 11
Saved Issuers Page ............................................................................................................................................. 11
Add Issuer Information Page ............................................................................................................................... 12
View Issuer Information Page .............................................................................................................................. 13
Edit Issuer Page ................................................................................................................................................... 14
Start New Form ........................................................................................................................................................... 15
Upload CSV and Form Data ....................................................................................................................................... 19
Steps to Download File Template ......................................................................................................................... 19
Steps to veiw Formatting Guidelines ................................................................................................................... 20
Steps to Upload Your Completed CSV File ......................................................................................................... 21
View Unsubmitted Forms section ......................................................................................................................... 26
Additional Functions ................................................................................................................................................... 26
View Unsubmitted Forms ..................................................................................................................................... 26
Status Denitions for Unsubmitted Forms ............................................................................................................ 27
View Submitted Forms ........................................................................................................................................ 27
Status Denitions for Submitted Forms ................................................................................................................ 28
Make A Correction ................................................................................................................................................ 29
Submit A Replacement ......................................................................................................................................... 31
Request Automatic Extension ............................................................................................................. 33
Download Recipient Copies ............................................................................................................... 36
Other Helpful Information ................................................................................................................... 38
Retention Requirements ............................................................................................................................................ 38
Due Dates ................................................................................................................................................................... 38
Filing a Waiver ............................................................................................................................................................ 38
Combined Federal/State Filing (CF/SF) Program ....................................................................................................... 38
Help with the Taxpayer Portal ..................................................................................................................................... 39
Additional Resources .................................................................................................................................................. 39