Form 4506-C Final Published Version

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Form 4506-C Final Published Version

Dear IVES Participants,

We are pleased to announce that the Form 4506-C is published and currently available online. A copy is attached for your convenience. Two items were changed from the previously published draft.

• A typo in the Signature of taxpayer(s) statement was corrected to remove the double entry of the word line.
• And formatting for the entry field Line 6, Transcript Requested has been corrected to remove the ability to enter a second line.

We are extending the deadline for transitioning to the new Form 4506-C. Both versions of the Form 4506-C will be accepted through February 28, 2023. Effective March 1, 2023, the newly published Form 4506-C will be the only form IVES Participants can use.

The new Form 4506-C cannot be edited. IVES Participants will need to ensure their customers fill out the form as they intend it to be processed. Lines 5 through 8 must be complete before the taxpayer signs. The exception to this are the following:

• Line 5aii, IVES participant ID number
• Line 5aiii, SOR Mailbox ID
• Line 5b, Customer File Number
• Line 5c Unique Identifier (if included)

Please review the June 6, 2022, communication that included additional major form changes and required schema data for form creation. It has been included below for your convenience.

We thank you for your patience as the approval process occurred. Any questions about Form 4506-C updates or extension of the transition to the new form, should be directed to the IVES Participant Assistance email at wi.ives.participant.assistance@irs.gov.

Thank you,

IRS IVES Team

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Draft Form 4506-C available online

Dear IVES participants,

The Form 4506-C is being updated to fit the modernization and upgrade requirements. In an effort to provide our IVES Participants the opportunity to prepare for this change, the IRS has uploaded a Draft Form 4506-C on our IRS.gov website,  https://www.irs.gov/pub/irs-dft/f4506c--dft.pdf.

The IVES Participants can utilize this Draft Form 4506-C to prepare internal software changes and educate your users on this new form. The Draft Form 4506-C cannot be utilized for submissions. The current expectation for publishing is Mid-October. The newly published Form 4506-C will be the only IVES acceptable form effective December 1, 2022.

To support the OCR modernization needs for IVES, all Form 4506-C submissions with the new form will be required to mirror the exact published form. Attached is the f4506-c-2022-Schema that supplies the exact page layout coordinates, line spacing, margin requirements, and font definitions. For those IVES Participants that incorporate the IRS published form into their own software, you will need to ensure these requirements are followed. All IVES Participants will need to ensure the response lines remain in Arial size 12.

The new Form 4506-C will no longer permit any editing of the form. IVES Participants will need to ensure their customers fill out the form as they intend it to be processed.

Major changes to the form include:

1. Signatures are required for any taxpayer listed. Only list a spouse if their own transcripts will be requested and they will be signing the request. Forms with missing signatures will be rejected.
2. IVES Participant information for Lines 5a now includes the IVES participant ID number. All IVES Participant information is required and the form will be rejected if missing.
3. The Unique Identifier has been added to the form. This is an optional field with specific criteria. See the instructions for more information.
4. Client information for Lines 5d is required. IVES Participants that collect transcripts for their own use will list their company information here. IVES Participants that collect transcripts for another company’s use (the client model), will list the customer company information here. Forms with missing Client information will be rejected.
5. Line 6, “Transcript requested,” is only for ordering tax return transcripts and should only list the tax form number that was filed. Forms with multiple tax forms listed will be rejected.
6. Line 7, “Wage and Income transcripts,” only require the checkbox to be marked and all forms will be provided for all listed taxpayers. This request can be limited to specific form types and taxpayers by filling in line 7a for up to three forms and marking the appropriate check box in line 7b.
1. Any entries in Line 7a such as NA or Not Applicable, will be read as an entry by the OCR software. If you wish to receive all forms, leave this section blank.
2. Wage and Income transcripts are charged based off the form type and number of taxpayers per year requested. Listing three Wage and Income forms on line 7a and listing two taxpayers will incur six charges per year requested.
7. Taxpayers listed on Line 1a and 2a are required to complete their assigned signature section. Forms with missing signatures or required signature information will be rejected.
8. Authorized Representatives signing for the taxpayer(s) listed on Line 1a and/or 2a are required to check the “Form 4506-C was signed by an Authorized Representative” box. See instructions for more information on an Authorized Representative. Forms signed by an Authorized Representative without this box marked will be rejected.
9. Taxpayers that sign electronically are required to check the “Signatory confirms document was electronically signed” box. Forms signed with an electronic signature without this box marked will be rejected.

Reminder: Participants must be authorized to submit electronic signatures. Forms submitted with electronic signatures by unauthorized participants are rejected. Please see IVES Electronic Signature – IVES Participants Only for more information.

IVES Participants with any feedback on the draft Form 4506-C, should submit it to wi.ives.participant.assistance@irs.gov for IVES Team review.

The exact publishing date for the new Form 4506-C will be shared when determined.

Thank you, IRS IVES Team

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