Tax platforms and preparers send members to pay the IRS directly — then lose visibility. ModernTax closes that gap with real-time payment confirmation, balance monitoring, and transaction code verification via IRS transcripts.
Start Free TrialTax preparation platforms help members estimate and file taxes, but the payment step happens outside the platform. This creates blind spots that lead to missed payments, surprise IRS notices, and frustrated members.
Members prepare returns inside your platform, then navigate to IRS.gov or mail a check. You have no confirmation the payment was actually made.
IRS payments take days to weeks to process. Without transcript data, there is no reliable way to confirm a payment posted to the right account and tax year.
Members receive CP14 balance due notices months later with no warning. Your support team fields calls about issues you had no visibility into.
Pull IRS account transcripts to monitor balances across multiple tax years. Know exactly what your members owe and whether payments have posted.
Verify payment posting through IRS transaction codes. Confirm that payments cleared and were applied to the correct tax year and account.
Access 3+ years of transcript history for any taxpayer. Identify outstanding balances, payment patterns, and filing consistency across tax years.
Assess whether members qualify for IRS installment agreements based on their current balance and filing history — before they get a collections notice.
Submit an IRS Form 8821 to authorize ModernTax to pull account transcripts on behalf of your member. This is a one-time authorization per taxpayer.
ModernTax retrieves account transcripts directly from the IRS, including balances, payment history, and transaction codes for each tax year.
Receive structured data confirming payment status, current balances, and any outstanding liabilities. Set up ongoing monitoring to catch issues early.
Business tax payments are more complex than personal returns. ModernTax handles the edge cases that other solutions miss.
Business accounts have limited online access compared to personal accounts. Transcript-based verification is often the only reliable method for confirming business tax payments.
Married filing jointly creates payment attribution challenges. ModernTax tracks payments at the account level to confirm the right amount was applied to the right return.
Members may owe across multiple tax years with payments applied inconsistently. We provide a unified view of balances and payment allocation across all open years.
Start your free trial today and give your members confidence that their IRS payments are confirmed.
Start Free Trial