IRS Portal Resources and Information (2024)

IRS Portal Resourcesand Information

Overview || Resources: Logging In to IRSP | Downloading Files
Uploading Files | Permission to Access IRSP | New File Notification | IRSP Support

Overview

The Information and Reporting Services Portal (IRSP) is an online application that hosts IRS-designed data files and other documents, made available for download to authorized users via a secure online connection. This is provided through the NYSED Business Portal's single sign-on, through which the IRSP application is securely connected. User accounts are authorized by their institution's SEDDAS DA (SED Delegated Accounts System Delegated Administrtor), through whom access to the IRSP is initially granted and permission level is assigned. Users are currently limited to the following school types: public schools and districts, charter schools, nonpublic schools, BOCES and RICs.

Logging In to the IRSP

  1. First navigate to the NYSED Business Portal landing page
  2. Click the Log In link (at the far right of the banner in the upper right of the page).
  3. When the Application Authentication Login page appears, in the designated fields type in your Username and Password (these are assigned to you through SEDDAS, see below), then click the Sign In button.
  4. Once your user credentials have authenticated successfully you will be presented with the NYSED “Application Business Portal” page. Below the top headers you should see an area designated as “My Applications”. If you have been granted access to the IRSP you will see a link that says “Information and Reporting Services Portal (IRSP)”. Click that link.
  5. You should now be on the main landing page for the IRSP. The top banner, below the NYSED.gov logo, should read “Available Files from SED”.

(Please also seeGranting Access... below.)

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Downloading Files from the IRSP

  1. Navigate to the IRSP as noted in “Logging In...” steps above.
  2. You will be presented with the IRSP “Available Files from SED” Announcements page. This page will provide information regarding available files and download links for specific files/reports. In addition, you will also have access to the upload utility where files can be uploaded.
  3. Find the title of the file you wish to download, and click on it.
  4. If your system has a default Download location set up on your computer, the file may automatically download to that location. If you do NOT have a default location set up, you should see a window asking you to Browse/choose a location to which to download the file (if so, choose a desired location on your local machine or network).
  5. Once the file download is complete (time to download varies depending on size of file and network bandwidth capacity), view the downloaded file by navigating to the location chosen by you on your local machine or network.

NOTE: The IRS Portal is a secure file transport for documents. LEAs and Schools must download ALL files when received and securely store them on their own local network.

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Uploading Files to the IRSP

NOTE: File upload capability is only activated by the NYSED IRS Office for specific file requests and is not active at all times*. However, when this feature is turned on, submitted files may be retained and available for review (and/or replacement) for the duration of that particular file's requirement. (For alternative methods of sending secure files to NYSED IRS, you may ask your Level 1 RIC/Big 5 CSD Support Contact about the possibility of using, for example, NYSED's SFTP service to securely transfer files to the IRS Office.)

  1. Navigate to the IRSP as noted in “Logging In...” steps above.
  2. You will be presented with the “Available Files from SED” Announcements page. In addition to the information regarding available files (noted in “Downloading Files...” above) you should also see an "Upload Submission" section. Click "Upload Files to NYSED".
  3. In the "Submission Requests" section, "Upload file" column, click "Browse...".
  4. Browse/navigate to the location of the file in your local machine or network file system, select/highlight that file, and click "Open".
  5. Click the "Submit" button.
  6. When successful, the name of the newly uploaded file will appear in the "Review Submitted File" column (time to upload varies depending on size of file and network bandwidth capacity).
  7. If a submitted file needs to be replaced, return to the " Browse..." button, upload the new file form your local system, and click the "Submit" button again.
  8. *You can only upload a file when there are active "Browse..."/"Submit" entries for that row in the "Request" column.

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Granting Access and Delegating Rights to the IRSP using SEDDAS

The IRSP is one of many applications made available through the State Education Department Delegated Account System (SEDDAS).

Access to IRS Portal files must be granted according to the rules set forth on the SEDDAS home page for each institution type. Access is initially granted by an institution's Delegated Administrator (DA) for all school types** other than public districts; at the public school district level the DA is called a Super DA (school superintendent), who may then create other DAs or Entitlement Administrators (EAs, who can only entitle permission levels and not create accounts) at the public school level.

**(Charter schools, BOCES and RICs have no Super DA, simply a primary executive DA, i.e., a school principal or other CEO role.)

Please refer to the SEDDAS home page for more details.

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Email Notifications for IRSP-delivered Files

The IRSP system automatically generates an email notification to LEAs when new files are available. Email notifications are distributed only to LEAs' District Data Coordinators and School Data Coordinators.

NOTE: (Data Coordinators (DCs) are stored in that institution’s SEDREF master data file in the Administrative Contacts > Information Officer field). SEDREF is NYSED's core data file system for ALL institutions that are served by NYSED in any way. If no Information Officer is identified in SEDREF, IRSP email notifications are sent instead to the SEDREF Administrative Contact > Chief Executive Officer (CEOs are Superintendents, Principals, or other head administrative roles at a given institution). For instructions on how to change your institution's contacts in SEDREF, please visit the SEDREF resources page.

Q.n01: An LEA wants additional people (other than the DC/CEO) to receive email notices whenever new reports are posted to the IRSP. How can they be set up to receive them?

A.n01: As noted above, the IRSP sends communications only to Data Coordinators (listed in the "Information Officer" field in SEDREF), or the CEO if no DC is identified. Any further distribution must be done within the LEA/school itself: They could create an email rule, for example, to forward (to any/all other desired recipients) a copy of any email coming from [irspsystem@nysed.gov] to the DC/CEO.

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IRSP and Related Support

All report- and data-related questions should first be directed to your regional Level 1 (L1) data center, generally located in the Regional Information Centers (RICs) and in some of the Big 5 City School Districts. The L1 support team points of contact for data found in IRSP reports and files will generally be the same points of contact for data found in your L2RPT reports (most L1s typically refer to these as their "State data warehousing" support teams). For data-related issues, if L1 support cannot directly resolve an issue, they should NOT generally ask LEAs to contact SED directly, but will instead escalate your issues to NYSED IRS on your behalf for fastest resolution. There are some exceptions to this practice, but primarily only when the problem is not data-related, but rather some other (typically technical) issue. A partial list of other support scenarios follows.

There are occasions when the primary points of contact for a given file/report posted to the IRSP is within NYSED (for example: the Information Reporting Services office, State Aid, Student Support Services, etc.); in those cases this information should be included within the report, or within other communications or guides used to inform users about these reports.

If you have issues with or questions about your permission level or account access to the IRSP, are having trouble logging in to the NYSED Business Portal, or are looking for general information about SEDDAS-managed applications (including the IRSP and many others), contact the SEDDAS help desk.

To contact us regarding interpretation of NYSED policy or data definitions/guidelines, or for feedback or suggestions about the IRS Portal, please click the HELP button located in the bottom right corner of the IRSP screen. This will take you to our Datasupport Q&A and Help Services.

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IRS Portal Resources and Information (2024)

FAQs

How do I access my IRS portal? ›

A: If you're a new user, you must create an ID.me account and verify your identity to access a specific IRS online service. If you have trouble verifying your identity with ID.me, you can get help on the ID.me help site.

How do I upload documents to IRS? ›

To Upload Documents to IRS.gov:
  1. Open the link in any browser and enter the unique access code, first and last name, and Social Security, Individual Taxpayer Identification or Employee Identification number.
  2. Upload up to 40 files, including scans, photos, or digital copies of documents, with a maximum of 15MB per file.

How can I check my IRS information? ›

Transcript of your tax return or account
  1. Use the Get Transcript tool.
  2. Send a completed Form 4506-T. In addition to the tax return and account transcripts available through the Get Transcript tool, you may also request wage and income transcripts and a verification of non-filing letter.
  3. Call. Individuals: 800-908-9946.
Apr 25, 2024

How do I speak to a live person at IRS? ›

Use Where's My Refund, call us at 800-829-1954 (toll-free) and use the automated system, or speak with a representative by calling 800-829-1040 (see telephone assistance for hours of operation).

How do I recover my IRS login information? ›

Forgot your password? Contact Exempt Organization Customer Account Services. It may take several weeks for your new password and username to arrive as they will be mailed to the organization.

How do I unlock my IRS account? ›

How can I get the account unlocked?
  1. A copy of this notice.
  2. A written request to unlock the account.
  3. A photocopy of at least one of the following: Passport. Driver's license. Social Security card. Other valid U.S. federal or state government issued identification.
  4. Your tax return with original signatures.
May 6, 2024

Can I access IRS documents online? ›

Access tax records in Online Account

You can view your tax records now in your Online Account.

How can I upload my ID to the IRS? ›

Sign in to your ID.me account and set up multi-factor authentication (MFA) to further protect your account. Select Self-Service. Follow the prompts to upload your US driver's license or state photo ID, or select Change Document to upload a passport or passport card. Learn how to take photos of your documents.

How do I attach supporting documents to my taxes? ›

You can attach certain documents to your e-filed return on the File Attachments screen in the Final Steps menu. If you only have a paper copy and not an electronic copy of a document, you'll need to scan it or take a clear picture of it to upload it.

How do I verify my information with the IRS? ›

If you're a new user, have your photo identification ready. More information about identity verification is available on the sign-in page. Click on the “Sign in to Verify your identity and tax return” button to continue. You must let us know that you did file a tax return and answer IRS questions about the tax return.

How do I research my IRS account? ›

Other ways to find your account information
  1. You can request an account transcript by mail. ...
  2. If you're a business, or an individual who filed a form other than 1040, you can obtain a transcript by submitting Form 4506-T, Request for Transcript of Tax Return.
  3. Find more assistance.

Why does IRS say information is not available? ›

You may get a message saying the service in unavailable because of a system failure with our application or an error in retrieving your data. You may still see other options available even if you encounter this situation, such as the Get Transcript button or the Payment Activity tab.

What phone number is 800-829-0922? ›

Visit www.irs.gov/paymentplan for more information on installment agreements and online payment agreements. You can also call us at 1- 800-829-0922 to discuss your options. For information on how to obtain your current account balance or payment history, go to www.irs.gov/balancedue.

What is the official IRS website? ›

The address of the official IRS website is http://www.irs.gov.

What phone number is 1-800-829-8374? ›

Tax practitioners with account or tax law questions may call 800-829-8374.

What do I need to login to IRS? ›

Accessing IRS tools

To verify their identity with ID.me, taxpayers need to provide a photo of an identity document such as a driver's license, state ID or passport. They'll also need to take a selfie with a smartphone or a computer with a webcam.

Do I have to use ID.me to access my IRS account? ›

The IRS now requires users to have an account with ID.me to access their online account.

How do I log into my IRS ID.me account online? ›

Go to the ID.me sign in page. Enter your email address and password. Select Sign in. If you're prompted to complete multi-factor authentication, you'll need to approve your sign in.

What is the IRS user ID and password? ›

Your User ID is the email address you used when you created your account. You will be prompted to change your password upon logging in for the first time. Once you set your permanent password, you will be prompted to log in again for security purposes.

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