¿Prefieres leer en español? Haz clic aquí

The IRS is making it easier for eligible businesses and organizations to manage federal tax information online. In its August 6, 2026, news release, IR-2026-87, the agency announced major new and expanded features for the Business Tax Account, or BTA.

For small business owners, these updates could save time when responding to IRS notices, verifying an Employer Identification Number, managing a payment plan, or making payments under an Offer in Compromise.

The important point is that BTA is not simply a place to look up information. It is becoming a central online workspace for managing federal tax obligations.

Quick checklist: What changed?

Eligible BTA users can now:

View an expanding library of digital IRS notices.
Download a CP575 EIN verification notice.
Use the CP575 notice instead of a Letter 147C at banks and financial institutions.
View the balance and details of an existing payment plan.
Make payments toward an existing payment plan.
Submit eligible Offer in Compromise payments online.
Continue managing other business tax payments and payment history.

These improvements can make tax administration more convenient, but business owners still need to understand what each notice or payment means before taking action.

1. A growing library of digital IRS notices

The IRS is expanding the number of notices that businesses can access digitally through BTA. Instead of waiting for a paper notice—or searching through old mail—authorized users may be able to view certain IRS communications inside their online account.

The IRS identifies several recently added notices, including:

CP081B: “We May Have a Refund for You”
CP211A: Approval of an application for an extension of time to file
CP134R: A federal tax deposits discrepancy notice indicating a refund may be due

The notice library is expected to continue growing.

Why this matters for compliance

IRS notices often have deadlines. Missing a response date can lead to additional penalties, interest, collection activity, or the loss of an appeal opportunity.

A digital notice library can help your business:

Find important communications more quickly.
Share the notice with an authorized tax professional.
Create a central record for your business files.
Track deadlines and required responses.
Reduce the risk of losing a notice in a paper filing cabinet.

Business owner checklist

Log in to BTA regularly rather than waiting for a paper notice.
Download notices and save them in your tax records.
Record the date received and any response deadline.
Do not ignore a notice simply because the amount appears small.
Ask your CPA to review unfamiliar notices before responding.

A notice that looks routine may point to a filing issue, payment mismatch, or IRS account problem that deserves attention.

2. Download your CP575 EIN verification notice

Businesses frequently need to prove their EIN when opening a bank account, applying for financing, setting up payroll, or working with vendors.

The IRS now allows designated officials to download Notice CP575, Notice of New Employer Identification Number, through BTA. The IRS states that this notice can be used at banks and financial institutions instead of Letter 147C, also known as the “EIN Previously Assigned” letter.

This can make EIN verification faster. In the past, a business that misplaced its original EIN notice might need to contact the IRS and request a Letter 147C. With the new BTA feature, an eligible designated official may be able to retrieve the CP575 directly online.

CP575 checklist

Confirm that your business has an eligible BTA profile.
Make sure the correct designated official has account access.
Download and securely store the CP575 notice.
Provide it only to legitimate banks, financial institutions, or authorized parties.
Keep the notice with your permanent business records.

The CP575 is sensitive business information. Treat it like other important tax documents and avoid sending it through unsecured channels.

3. View payment plan balances and make payments

Businesses with an existing IRS payment plan can now use BTA to view the plan’s balance and other details and make a payment toward that plan.

This provides a more convenient way to monitor progress. It may also help business owners confirm whether payments have been credited and whether the remaining balance matches their records.

BTA also supports other business payment functions, depending on the business type and the user’s access. These may include:

Payments on a current-year return.
Late payments for prior tax years.
Federal tax deposits.
Payments scheduled up to one year in advance.
Cancellation of eligible scheduled payments.
Viewing recently processed payments.
Reviewing whether payments were returned or refused.
Storing multiple bank accounts in an online payment wallet.

Payment plan checklist

Review the current balance before making a payment.
Confirm that the payment is being applied to the correct account.
Save confirmation numbers and payment dates.
Compare IRS payment information with your bookkeeping records.
Watch for returned or refused payments.
Maintain enough funds in the selected bank account.
Contact your CPA if the IRS balance does not match your records.

A payment made online does not eliminate the need for accurate bookkeeping. Your accounting records should show the payment date, amount, tax period, and account used.

4. Submit eligible Offer in Compromise payments

An Offer in Compromise allows eligible taxpayers to settle certain tax debts for less than the full amount owed. The IRS now allows eligible taxpayers to submit Offer in Compromise payments through BTA.

This may simplify the payment process for businesses already working through an approved tax resolution arrangement. However, an online payment option does not mean that every business qualifies for an Offer in Compromise, nor does making a payment by itself resolve a tax debt.

If your business is considering an Offer in Compromise, speak with a qualified tax professional before submitting an application or payment. The financial information used in the process must be complete and accurate.

Who can use Business Tax Account?

According to the IRS, BTA currently supports access for these organizational types:

A sole proprietor with an EIN issued by the IRS.
An individual partner with a Social Security number or ITIN and a Schedule K-1 on file.
An individual shareholder with a Social Security number or ITIN and a Schedule K-1 on file.
S corporations.
C corporations.
Federal, state, and local governments.
Indian tribal governments.
Tax-exempt organizations.

The IRS notes that partner and shareholder access depends on having the required K-1 information on file. The release identifies specific tax-year limits: partners may qualify based on K-1 information for tax years 2012–2023, while shareholders may qualify based on tax years 2006–2023.

Access also depends on the user’s identity, role, and registration. Not every employee or outside representative automatically has access.

Learn more through the IRS’s Business Tax Account page.

Why this matters to small businesses

For small business clients, BTA has both a compliance benefit and an advisory benefit.

From a compliance perspective, faster access to notices and payment information can help businesses respond before deadlines pass. It can also make it easier to identify missing filings, payment errors, or account discrepancies.

From an advisory perspective, current IRS account information gives business owners and their advisors better information for decision-making. Before discussing cash flow, tax resolution, payroll deposits, or future payments, it helps to know what the IRS records actually show.

BTA does not replace professional advice. It gives you more timely information to use when making decisions.

Recommended next steps

Use this checklist to prepare:

Register for BTA if your business is eligible.
Confirm that the business owner or designated official has access.
Add authorized employees only when appropriate.
Download and organize available notices and transcripts.
Retrieve the CP575 if your business needs EIN verification.
Review payment plans and recent payment activity.
Reconcile IRS information with your bookkeeping system.
Ask for help with notices, payment plans, or Offer in Compromise questions.
Build IRS account reviews into your regular financial routine.

Books on the Go CPA Firm can help you connect IRS information with accurate bookkeeping, tax compliance, and practical business planning. Visit our tax, bookkeeping, and advisory services or contact Books on the Go CPA Firm to schedule a conversation. You can also use our estimated tax calculator for a quick planning snapshot.

Operations get you started. Financials keep you going.

Version en español

Actualización semanal del IRS: La Cuenta Tributaria Empresarial recibe nuevas funciones importantes

El IRS está facilitando que las empresas y organizaciones elegibles administren su información tributaria federal en línea. En su comunicado del 6 de agosto de 2026, IR-2026-87, la agencia anunció nuevas funciones y mejoras para la Business Tax Account, o BTA.

Para los dueños de pequeñas empresas, estas actualizaciones pueden ahorrar tiempo al responder avisos del IRS, verificar el Número de Identificación del Empleador, administrar un plan de pagos o realizar pagos relacionados con un Offer in Compromise.

La BTA se está convirtiendo en un centro digital para administrar las obligaciones tributarias federales.

Lista rápida: ¿Qué cambió?

Los usuarios elegibles de BTA ahora pueden:

Ver una biblioteca cada vez más amplia de avisos digitales del IRS.
Descargar el aviso CP575 para verificar el EIN.
Usar el CP575 en lugar de la Carta 147C en bancos e instituciones financieras.
Ver el saldo y los detalles de un plan de pagos existente.
Realizar pagos hacia un plan de pagos existente.
Enviar pagos elegibles de un Offer in Compromise en línea.
Continuar administrando otros pagos y el historial de pagos empresariales.

Estas funciones son convenientes, pero los propietarios deben entender cada aviso o pago antes de actuar.

1. Una biblioteca creciente de avisos digitales

El IRS está aumentando la cantidad de avisos que las empresas pueden consultar digitalmente a través de BTA. En lugar de esperar una carta o buscar entre documentos antiguos, los usuarios autorizados pueden encontrar ciertas comunicaciones dentro de su cuenta.

Algunos avisos incluidos recientemente son:

CP081B: “Podríamos tener un reembolso para usted”.
CP211A: Aprobación de una solicitud de extensión para presentar una declaración.
CP134R: Discrepancia en depósitos de impuestos federales que puede indicar un reembolso.

La biblioteca continuará creciendo.

Por qué esto es importante para el cumplimiento

Los avisos del IRS frecuentemente incluyen fechas límite. No responder a tiempo puede causar multas, intereses, acciones de cobro o la pérdida de una oportunidad de apelación.

Lista para el propietario

Revise BTA regularmente.
Descargue y archive los avisos.
Anote la fecha de recepción y la fecha límite.
No ignore un aviso porque el monto parezca pequeño.
Pida a su CPA que revise los avisos desconocidos antes de responder.

2. Descargue su aviso CP575 para verificar el EIN

Las empresas suelen necesitar comprobar su EIN al abrir una cuenta bancaria, solicitar financiamiento, establecer la nómina o trabajar con proveedores.

El IRS ahora permite que funcionarios designados descarguen el Aviso CP575, Aviso de Nuevo Número de Identificación del Empleador, a través de BTA. El IRS indica que este aviso puede utilizarse en bancos e instituciones financieras en lugar de la Carta 147C, conocida como la carta de “EIN previamente asignado”.

Lista para el CP575

Confirme que su empresa puede utilizar BTA.
Verifique que el funcionario designado tenga acceso.
Descargue y guarde el CP575 de forma segura.
Entréguelo únicamente a instituciones legítimas y partes autorizadas.
Conserve el documento en los archivos permanentes de la empresa.

El CP575 contiene información sensible. Trátelo como cualquier otro documento tributario importante.

3. Revise los saldos de planes de pago y realice pagos

Las empresas que tienen un plan de pagos con el IRS ahora pueden usar BTA para revisar el saldo y otros detalles del plan, además de realizar pagos.

Dependiendo del tipo de empresa y del nivel de acceso del usuario, BTA también puede permitir:

Pagar una declaración del año actual.
Realizar pagos atrasados de años anteriores.
Hacer depósitos de impuestos federales.
Programar pagos hasta un año por adelantado.
Cancelar ciertos pagos programados.
Consultar pagos procesados recientemente.
Ver si un pago fue rechazado o devuelto.
Guardar varias cuentas bancarias en una cartera digital de pagos.

Lista para los pagos

Revise el saldo antes de pagar.
Confirme que el pago corresponde a la cuenta y período correctos.
Guarde los números de confirmación.
Compare la información del IRS con sus registros contables.
Revise si hubo pagos devueltos o rechazados.
Asegúrese de tener fondos suficientes.
Consulte a su CPA si los saldos no coinciden.

Los pagos en línea no sustituyen una contabilidad precisa. Registre la fecha, el monto, el período tributario y la cuenta bancaria utilizada.

4. Envíe pagos de un Offer in Compromise

Un Offer in Compromise permite que algunos contribuyentes elegibles liquiden una deuda tributaria por menos del total adeudado. El IRS ahora permite que contribuyentes elegibles envíen pagos relacionados con este programa mediante BTA.

Esta función puede simplificar los pagos cuando una empresa ya está trabajando bajo un acuerdo aprobado. Sin embargo, no todas las empresas califican y realizar un pago no elimina automáticamente una deuda tributaria.

Antes de solicitar un Offer in Compromise o enviar un pago, hable con un profesional tributario. La información financiera presentada debe ser completa y correcta.

¿Quién puede usar Business Tax Account?

Según el IRS, BTA actualmente permite acceso a:

Propietarios únicos con un EIN emitido por el IRS.
Socios individuales con SSN o ITIN y un Schedule K-1 registrado.
Accionistas individuales con SSN o ITIN y un Schedule K-1 registrado.
Corporaciones S.
Corporaciones C.
Gobiernos federales, estatales y locales.
Gobiernos tribales indígenas.
Organizaciones exentas de impuestos.

El acceso depende de la identidad, el cargo y el proceso de registro del usuario. No todos los empleados o representantes externos obtienen acceso automáticamente.

Próximos pasos recomendados

Regístrese en BTA si su empresa es elegible.
Confirme que el propietario o funcionario designado tenga acceso.
Agregue empleados autorizados solo cuando sea necesario.
Descargue y organice avisos y transcripciones.
Obtenga el CP575 si necesita verificar su EIN.
Revise sus planes y actividad reciente de pagos.
Compare la información del IRS con sus registros contables.
Solicite ayuda con avisos, planes de pago u Offer in Compromise.
Incluya la revisión de su cuenta del IRS en su rutina financiera.

Books on the Go CPA Firm puede ayudarle a conectar la información del IRS con una contabilidad organizada, el cumplimiento tributario y una planificación empresarial práctica. Visite nuestros servicios de impuestos, bookkeeping y asesoría o contáctenos para conversar sobre sus necesidades.

Las operaciones le permiten comenzar. Las finanzas le ayudan a continuar.