Tax on Demand
IRS tax transcripts with electronic or wet signature on every request
IRS Tax Transcript Retrieval, Streamlined
Tax on Demand streamlines the collection and retrieval of authorized IRS tax information. Request e-signature or wet-sign authorization, access multiple years of tax data, and receive the records your team needs within a single workflow.
One authorization can provide access to up to 10 years of filing history and authorize future access for up to three years.
Signature Flexibility on Every Request
No single signature method fits every borrower, guarantor, or transaction. Tax on Demand accommodates each one.
Choice on Every Request
Choose e-signature or wet signature for each request based on your process and deal requirements.
Intuitive System
Simple IRS Form population, signature instruction for borrowers, and status updates for your team.
Fewer Stalled Files
Choose the signature option that keeps the file moving without creating a separate support process.
How Tax on Demand Works
Step 1
Request: Your team initiates an authorization through the Tax on Demand portal or via API and selects electronic or wet signature.
Step 2
Authorize: The borrower signs IRS Form 8821 using the selected method.
Step 3
Retrieve: Your team accesses the authorized transcripts through the portal or via API.
One Authorization. Six Transcript Types.
Access the tax information relevant to your workflow through one IRS Form 8821 Tax Information Authorization.
• Return transcripts: Every line as reported on an original return
• Account transcripts: Assessments, payments, penalties, and activity
• Record of account: Combined return and account information
• Wage and income records: W-2, 1099, K-1, and other income records
• Employment tax returns: Forms 940, 941, 943, and 944
• Non-filing verification: Periods with no return on file
IRS Data That Supports Your Process
Use verified tax information to strengthen documentation, reduce manual follow-up, and support consistent review across teams.
Verify Information
Review authorized tax records alongside documentation provided by borrowers or clients.
Complete Files
Identify missing returns, filing gaps, account activity, or other information that requires follow-up before a file advances.
Maintain Consistency
Use a standardized authorization and retrieval process across teams, products, and locations.
Verify Before a File Advances
Proceed With Verified Data
Confirm income, filing status, and account activity directly from the IRS before a file advances.
Designed to Work With Your Process
Signature Flexibility
Electronic or wet signature on every request, you choose the option that is best for the signatory and deal.
Simple, Secure Access
Retrieve transcripts through a secure login on a SOC 2 Type II audited platform, with API delivery available when required.
Proven at Scale
The platform supporting a leading facilitator of SBA 7(a) loans with a 100% U.S.-based support team
Looking for post-funding oversight?
Simplify your IRS tax transcript workflow
See how Tax on Demand can streamline authorization, retrieval, and delivery across your organization.