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Explore Our DataAutomatIQ® Borrower Tax Transcripts offer a suite of tailored solutions to speed up your IRS tax transcript retrieval. Whether you’re searching for the convenience of borrower-assisted, the reliability of the 4506-C industry standard, or the flat-rate, cost-effective pricing of the IRS Form 8821, you can have it all while ensuring unparalleled efficiency for your specific needs.
With AutomatIQ Borrower Tax Transcripts, you’ll experience almost instantaneous verification. This solution is designed specifically for the urgent timelines of the financial and lending sectors.
Experience unprecedented accuracy in income verification. Our integrated service in AutomatIQ Borrower Tax Transcripts harnesses IRS API and data connections to reduce human error and provide reliable, current data.
You can now ensure fewer IRS rejections with AutomatIQ Borrower Tax Transcripts.That means, less money lost to resubmission fees, administrative handling, and delays.
ID.me sign-in in AutomatIQ Borrower Tax Transcripts allows users to manage their information disclosure. This creates a safer environment for accessing IRS services while preserving user privacy.
4506-C Borrower Assisted offers near-real-time access with a simple, form-free process, and preemptive cost savings that circumvent the IVES fee increases.
4506-C Direct leverages the familiar 4506-C form to provide reliable and consistent tax transcript retrieval.
Our Form 8821 service allows taxpayers to approve transcript requests in near-real-time through the IRS website. With both borrower assisted and form component, Form 8821 offers a combined approach to ensure transcripts are received seamlessly.
4506-C Borrower Assisted employs a waterfall approach prioritizing speed and savings, while delivering near-real-time transcript access with borrower approval on the IRS website. There are zero charges for rejections, and this service automatically converts to the traditional 4506-C process. Our Form 8821 offers near-instant transcript access through borrower approval on the IRS website, and with both borrower assisted and form component, Form 8821 offers a combined approach to ensure transcripts are received seamlessly.
With our flat-rate pricing, you get unlimited requests per loan, and transcripts are processed even if the taxpayer does not take further action.With AutomatIQ Borrower Tax Transcripts, you know you’re meeting GSE guidelines.
4506-C Direct is authorized under Fannie Mae®’s Day 1 Certainty program. This authorization relieves lenders from certain income-related reps and warrants, offering greater security and compliance with GSE guidelines. Halcyon’s Form 8821 service has been granted approval by both Fannie Mae® and Freddie Mac®, indicating that it meets the requirements and standards set by both organizations.A Form 1177 is a required consent form based on the IRS Code Section 7216. Tax return preparers must obtain written consent from the taxpayer before disclosing their tax return information to third parties or using it for purposes other than preparing the tax return.
IRS Form 8821, titled “Tax Information Authorization,” allows taxpayers to authorize an individual, corporation, firm, organization, or partnership to receive and view their tax information.
Yes, both wet-sign and eSign signatures are accepted.
Halcyon is an IRS-integrated income verification solutions company that, in partnership with CoreLogic, seeks to revolutionize the income verification process in the lending and mortgage industry. CoreLogic has integrated Halcyon’s advanced income verification technology, using IRS Form 8821, into its AutomatIQ® Borrower® platform.
Lenders can choose to include the transcript authorization forms in their initial disclosure package to simplify the process when it is time to order transcripts.
