Upload your IRS transcripts, pay stubs, and bank statements. Our AI extracts your balance due, verifies your income, and averages 3 months of earnings — ready for your IRS financial disclosure.
Follow these steps to download your Account Transcripts from IRS.gov
Go to IRS.gov/account
Visit irs.gov/account and sign in with your ID.me or IRS account. If you don't have one, create a free account — it takes about 5 minutes.
Open IRS Account →Navigate to Tax Records
Once logged in, click "Tax Records" in the top menu, then select "View Tax Pro Account" or "Get Transcript." Choose "Account Transcript" for each tax year you owe.
Download as PDF
Select each year you need (typically the last 3–5 years), then click "Download PDF." Save each transcript file — you'll upload them here.
Upload Below
Upload your transcript PDFs in the section below. Our AI will automatically extract your balance due, penalties, interest, and payment history.
What the AI looks for in your transcript
Upload transcripts to check your balance, plus pay stubs & bank statements to verify income
IRS Account Transcripts
Required — download from IRS.gov/account (PDF)
Drop files here or browse
PDF, JPG, PNG — max 20MB each
Pay Stubs
Last 3 months — for income averaging
Drop files here or browse
PDF, JPG, PNG — max 20MB each
Bank Statements
Last 3 months — to confirm deposits
Drop files here or browse
PDF, JPG, PNG — max 20MB each
Want us to monitor your transcript automatically?
IRS Transcript Monitoring alerts you when your balance or notices change — $49.99/mo.
Preview of what AI extracts from your documents
This is a sample — not your real data
Upload your IRS account transcripts, pay stubs, and bank statements above to generate your actual analysis. The numbers below are for illustration only.
Total Balance Due
$34,821.47
Penalties
$6,240
Interest
$3,180
Tax Years
2021, 2022, 2023
No payments on record — balance is accruing interest daily
AI extracted the following balance information from your IRS Account Transcripts:
Penalty Abatement Opportunity
$6,240 in penalties may be removable via First-Time Abatement (FTA) or Reasonable Cause. This is included in your resolution strategy.
Years with Balance
Your IRS balance changes every day — interest accrues, penalties stack, and new notices get issued. IRS Transcript Monitoring watches your account and alerts you the moment anything changes.
IRS interest compounds daily at ~8% APR. A $34,000 balance grows by ~$7/day — monitoring keeps you ahead of it.
Per month
$49.99
Billed monthly
Your verified income and balance data has been applied to your IRS analysis. View your updated resolution options.