Knowledge and Insights

The IRS has expanded access to its Business Tax Account (BTA) to include tax‑exempt organizations, along with partnerships and government entities. For nonprofit leaders, this is a meaningful step toward modernizing how organizations interact with the IRS.

This expanded access will allow organizations to:

• View balances and payment history
• Access select IRS notices digitally
• Retrieve eligible transcripts (including payroll‑related items)
• Request IRS tax compliance checks
• Confirm key business information on file

Historically, many tax‑exempt organizations have been limited to paper filings and phone calls for basic IRS interactions. This expansion provides greater transparency, faster access to information, and reduced administrative friction—especially helpful during audits, compliance reviews, and leadership transitions.

We see real value in clients having timely access to their IRS data, particularly when responding to notices, supporting Form 990 filings, or managing governance responsibilities. If you are a tax‑exempt organization, now is a good time to evaluate who should be designated for access and how this tool can be incorporated into your internal controls and compliance processes.

If you have questions about how this update impacts your organization, or how to align it with best practices from an audit and governance standpoint, we are happy to discuss!

To read more about this IRS update, visit: https://www.irs.gov/newsroom/irs-expands-business-tax-account-access-to-partnerships-government-entities-and-tax-exempt-organizations