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L1.05.21 - IRS Transcript Analysis - (2 CE)

IRS Transcript Analysis

IRS Program #: X9QQU-T-00740-21-O/S
CE: 2
Speaker: Clarice Landreth

Understanding various IRS transcripts is key to resolving a taxpayer’s IRS issues. Participants will learn how to read and understand various IRS transcripts, the entries made on those transcripts, and how they impact the taxpayer’s overall IRS situation.

Learning Objectives:
•Describe various ways a representative can obtain IRS transcripts.
•Explain what a transaction code on an IRS transcript indicates about actions on the account.
•Determine if a taxpayer qualifies for First Time Abate from IRS account transcripts.
•Demonstrate the ability to analyze IRS transcripts through the use of case studies.

Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at

Webinar Refund Policy
To request a refund, contact the NAEA education team via email at An NAEA education team member will review the request for refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand Webinars will not be refunded.