Resources

Tax resolution resources

In-depth guides on IRS transcripts, CSED calculations, collection work and practice management — plus software guides for firms evaluating a purpose-built tax resolution CRM.

Tax resolution software guides

Tax Resolution CRMSee how a CRM designed around IRS resolution workflows differs from a generic sales CRM. Tax Resolution SoftwareExplore the core tools a modern resolution practice needs in one operating system. IRS Case ManagementManage deadlines, transcripts, documents, tasks and communications around each resolution matter. CRM for Enrolled AgentsA workflow-focused CRM resource for EAs and tax professionals handling IRS representation.

Practitioner guides

IRS Transcripts

How to Read an IRS Account Transcript

Transaction codes, CSED calculation, notice flags, and the six data points that drive every resolution decision — explained for practitioners.

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IRS Transcripts

Understanding IRS Transaction Codes

A complete practitioner reference — what each code means, which ones toll the CSED, and which ones require action within days.

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More guides on CSED, Form 2848 vs 8821, and Offers in Compromise coming next.

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