Frequently asked
questions.

TRH is a Windows desktop application for tax professionals. It pulls IRS transcripts in bulk through IRS A2A (Auto-Login) authentication, analyzes balances and compliance, runs resolution calculators (OIC, IA, CNC, CSED, penalty abatement), and generates pre-filled IRS forms including 2848, 8821, 433-F, 433-A/B, 656, and 9465.

Enrolled agents, CPAs, tax attorneys, and resolution firms who represent taxpayers before the IRS. You need a CAF number and an active e-Services account to use the transcript features.

Seven days, full feature access. The trial clock starts when you first launch the app, not when you download it. You'll get a reminder email on day 5 and day 6.

No. The trial is zero-cost with no card on file. You'll only enter payment if you decide to convert.

1. Activate your license key on the activation screen.
2. Open Tools & System → Firm Profile and enter your firm name, CAF number, PTIN/EIN, and address.
3. Set default save paths in Tools & System → Paths.
4. Configure IRS A2A authentication.
5. Add or import your first clients.

The Knowledge Base covers every workflow in the app. For live help, email support@taxhub-usa.com and we'll schedule a walkthrough.

Not at this time. TRH is Windows-only. It runs well in Parallels on Apple Silicon Macs if you have a Windows 11 ARM license.

It's emailed to the address you used at checkout (subject line "Your TRH license key" or "Your TRH 7-day trial"). Allow a few minutes for delivery and check your spam or promotions folder.

Keys are formatted TRH-XXXX-XXXX-XXXX-XXXX. Paste the whole string including dashes.

Email support@taxhub-usa.com from the address you bought under and we'll resend it.

Each paid license activates on a single machine. If you need to move to a new computer, email support and we'll release the prior activation so you can re-activate on the new hardware.

Yes, one license per active workstation. Contact us for volume pricing if you're rolling TRH out across a team.

Paid licenses are valid for 365 days from purchase. We send renewal reminders at 30 days and 7 days before expiration. Renew through the same checkout flow you used initially.

14 days, no questions asked. Email support and we'll process the refund through Square.

TRH licenses are annual, not a recurring subscription. If you don't renew, the license simply expires at the end of the 365-day term. No cancellation needed.

Square emails a receipt automatically. If you need a customized invoice with firm details, forward the Square receipt to support and we'll re-issue it.

All major credit and debit cards through Square. We don't currently take ACH or checks.

Windows 10 version 1909 or newer, and Windows 11. See the full system requirements.

The download link is in your trial or purchase email. You can also grab it from the pricing page at taxhub-usa.com. The installer is named TRH-Setup.exe.

Click More info → Run anyway. This is a Windows reputation warning that shows on new installers until they've built up a trust history. The installer is code-signed; the warning is expected.

Webroot, Bitdefender, Avast, and Windows Defender occasionally flag new Electron apps on heuristic grounds. Add TRH.exe and the install folder (%LOCALAPPDATA%\TRH) to your AV's allowlist. If your AV keeps flagging after an update, email support with the detection name and we'll submit a false-positive report to the vendor.

The app installs to %LOCALAPPDATA%\TRH per-user (no admin rights required). Logs and user data go under %APPDATA%\TRH.

Most local tasks do: form generation, analysis, report review, editing saved transcripts. Fresh transcript pulls and license validation need a connection.

• IRS A2A endpoints (*.irs.gov) for transcript pulls
• TRH licensing API on AWS API Gateway
• Amazon CloudFront (*.cloudfront.net) for app updates

If you're on a corporate firewall, allowlist those three.

Windows Settings → Apps → Installed apps → Tax Resolution Hub → Uninstall. Your client data stays in %APPDATA%\TRH unless you delete it manually.

A2A (Application-to-Application, also called Auto-Login) is the IRS's modern, high-throughput transcript API. It uses signed JWT tokens instead of browser-based login, which lets TRH pull transcripts in bulk without human intervention.

• An e-Services account with an approved CAF number.
• TDS (Transcript Delivery System) authorization plus A2A enrollment (separate from e-file).
• A registered key pair: private key on your machine, public key on file with the IRS.

CAF provisioning typically takes 4 to 6 weeks after the IRS approves your application. Until your CAF shows as active in e-Services, transcript calls will fail with a CAF-related error. There's no workaround — it's an IRS-side wait.

A2A is the supported mode. If you're still getting your A2A credentials squared away, contact support — we can talk through interim options, but the long-term path is A2A.

Either works for pulling transcripts. Form 2848 (Power of Attorney) lets you represent the taxpayer — speak with the IRS, negotiate, sign documents on their behalf. Form 8821 (Tax Information Authorization) only lets you view transcripts and receive copies. If all you need is transcripts, 8821 is faster to get processed.

Three common causes: (1) the CAF number in your Firm Profile has a typo, (2) the CAF number doesn't match the one associated with your A2A credentials, or (3) your CAF was suspended by the IRS. Verify the CAF in your e-Services portal first. See the error reference for details.

Go to Tools & System → IRS Authentication and click Test Connection. A green check means your credentials are accepted by the IRS; a red X returns the specific error code.

The IRS currently does not enforce a rotation interval, but we recommend rotating your key pair annually. Rotate sooner if you suspect compromise.

Log in to e-Services and check your A2A client registration. If the UID isn't visible there, open a case with the IRS e-Help Desk (866-255-0654). TRH support can't retrieve IRS-side credentials.

TRH supports 96 IRS transcript types across individual and business filers. The most common:

• Account Transcript — TC codes, balances, payments, penalties, statute dates
• Return Transcript — line-by-line of the filed return
• Wage & Income Transcript — W-2, 1099, 1098, K-1 data reported to the IRS
• Record of Account — account + return combined
• Entity Transcript — for businesses
• Verification of Non-Filing

Pick any combination per client per year.

The IRS generally retains transcripts for the current year plus the prior 3 years for Return and Wage & Income. Account Transcripts go back 10 years or more depending on the module. For anything older, you'll likely need to file Form 4506.

Yes. TRH handles 1120, 1120S, 1065, 941, 940, and other business modules. Specify the EIN and entity type on the client record.

1. Open Transcript Request.
2. Select clients, transcript types, and tax years.
3. Click Queue to stage requests.
4. Click Start Dispatch. TRH paces requests against IRS rate limits and retries transient errors automatically.

TRH's default concurrency is already tuned for IRS rate limits. You can adjust it in Tools & System → Dispatch Settings, but raising it too high triggers 429 responses, which slow you down overall. Only increase if you're consistently seeing "idle" status on the dispatcher.

IRS transcript data lags return processing. E-filed returns typically show on Account and Return Transcripts within 2 to 3 weeks; paper returns 6 to 8 weeks. Wage & Income data for the prior year is usually complete by late May.

Either the return was filed under a different status than the client remembers, or the IRS adjusted it. Pull the Return Transcript and the Account Transcript side-by-side: Return Transcript shows what was filed, Account Transcript shows any post-filing adjustments (TC 290, TC 421, etc.).

Yes, but you'll need Form 56 (Notice of Fiduciary Relationship) in addition to your 2848 or 8821, signed by the executor or personal representative. The IRS will often block transcript access until Form 56 is on file. See Deceased Taxpayer Flag in the error reference.

The IRS has placed an identity-theft marker on the account, which usually blocks A2A pulls. Your client will need to work through IRS identity verification (typically via IRS.gov ID verification or Form 14039). Once cleared, the indicator lifts and pulls resume. See ID Theft Indicator.

Verify the SSN, legal name spelling (especially hyphens and suffixes), and date of birth exactly as the IRS has them. Recently-married clients are a frequent cause: if the IRS still has the maiden name, use that. If everything looks right, confirm a valid 2848 or 8821 is on file.

In the folder you set under Tools & System → Paths. By default, each client gets a subfolder and each pull is saved as a timestamped PDF plus a parsed JSON snapshot that the analyzers read from.

Eleven built-in calculators:

• Installment Agreement (streamlined, guaranteed, partial-pay)
• Offer in Compromise (RCP, lump-sum vs. periodic, 656 attachments)
• Currently Not Collectible
• Penalty Abatement (first-time, reasonable-cause)
• CSED Strategy (five-scenario comparison)
• Collection Alternatives (10-option ranked comparison)
• Interest Projection
• Hardship Modeling
• Compliance Check
• Statute Analysis
• Tax Estimate Preview

Yes. The 29-section Collection Information Statement auto-populates from client data, employment, income, assets, expenses, and liabilities. It applies IRS allowable-standards heuristics (housing, transportation, food/clothing) and feeds every resolution calculator in real time.

The reasonable collection potential (RCP) math follows the IRS Internal Revenue Manual formulas. It's only as good as the inputs — if the 433-A is off, so is the RCP. Always sanity-check the asset and income figures before relying on the number.

It reads the Account Transcripts for the three years preceding the penalty year, checks for clean compliance (no unabated penalties, all returns filed, no outstanding balance other than this one), and flags eligible tax years. Always verify with the IRS before counseling the client.

CSED (Collection Statute Expiration Date) is computed from the TC 150 assessment date plus 10 years, with tolling events (TC 520, OIC pending, bankruptcy, CDP) added in automatically from the Account Transcript codes. The CSED Strategy analyzer compares five strategies that interact with the statute.

Open Analyses → Notice Report. Paste any CP, LT, LTR, or 668 notice code and TRH returns the urgency tier (High / Medium / Low / None), plain-English meaning, and typical deadline language.

Yes. Notice Report → Generate Report reads TC 971 / TC 972 entries across every loaded transcript for a date range you pick, then produces a color-coded Word document sorted by urgency — red clients at the top.

• CP 14 — Balance due, first notice (Low)
• CP 501 / 503 / 504 — Escalating balance-due reminders
• LT 11 / 1058 — Final notice of intent to levy (High)
• CP 2000 — Underreporter (Medium)
• LTR 4624C — CNC confirmation
• LTR 3852C — Entity classification mismatch (often needs Form 8832 or 2553)

Very. LT 11 (and LT 1058) is a Final Notice of Intent to Levy with CDP rights. The client has 30 days from the notice date to request a Collection Due Process hearing (Form 12153). After that window, the IRS can levy wages, bank accounts, and other assets. TRH flags LT 11 as High urgency.

TRH checks for new versions every 4 hours and installs them atomically on app restart. Updates are cryptographically signed and delivered from Amazon CloudFront. You can also check manually from Tools & System → About → Check for Updates.

Tools & System → About. The version number is also in the app's window title bar.

taxhub-usa.com/changelog.html. It lists every released version with notes.

You can defer restarting, but TRH will install the update the next time you relaunch the app. We don't currently support pinning to an older version — keeping everyone on a current build is part of how we maintain IRS API compatibility.

Common causes: a corporate firewall blocking *.cloudfront.net, antivirus quarantining the download, or a prior update interrupted mid-install. Email support@taxhub-usa.com with your log file (Tools & System → About → Open Logs).

Locally on your machine under %APPDATA%\TRH. Transcripts, 433 data, and generated forms never leave your computer unless you explicitly export or email them.

No client data. TRH communicates with the IRS directly for transcript pulls, with our licensing server for key validation (sends your license key and a hardware ID — no taxpayer data), and with our update server for new versions.

Minimal. Crash reports include stack traces but are scrubbed of any PII. You can disable crash reporting in Tools & System → Privacy.

Back up the folder %APPDATA%\TRH. That contains your client database, saved transcripts, generated forms, and firm profile. Any backup tool that handles ordinary Windows folders will work.

1. On the old machine, copy %APPDATA%\TRH to a drive or cloud folder.
2. Email support to release your activation.
3. On the new machine, install TRH, activate with the same key, then paste the copied %APPDATA%\TRH folder back into place.

Client records and saved transcripts are stored in the user-scoped Windows profile. Sensitive credentials (A2A private key, license key cache) are stored using Windows DPAPI, which encrypts them to your Windows user account. We recommend whole-disk encryption (BitLocker) on any machine running TRH.

Usually antivirus quarantined a file during an update. Check your AV's quarantine log and restore TRH.exe. If that doesn't fix it, uninstall and reinstall — your data in %APPDATA%\TRH is untouched by the installer.

Two common causes: the clipboard dropped a character when you pasted the key (paste it fresh), or the machine-identity file was lost from a recent OS reset. Email support to release and reissue the activation.

The machine fingerprint changed — usually after swapping a motherboard, reimaging the drive, or a major Windows reinstall. Email support with your license key and we'll re-bind it to the current machine. See Hardware ID Mismatch.

Almost always an IRS-side throttle. TRH backs off and retries automatically. If it persists beyond 15 minutes, test your A2A credentials and check irs.gov e-Services status for an outage.

Your A2A token is being rejected by the IRS. Re-run Test Connection under IRS Authentication. If the test fails, check your private key file, Client ID, User ID, and Key ID. See the full 401 remediation.

The IRS has rejected access for this specific request. Common causes: no 2848/8821 on file for that taxpayer, the authority expired, or your account has been temporarily blocked for suspected abuse. Pause dispatches, review the 403 guidance, and if it persists across multiple clients, contact the IRS e-Help Desk.

You've exceeded IRS rate limits for the day. Best practice is to pause all dispatching for 24 to 48 hours before retrying. Lower the concurrency in Dispatch Settings going forward. See 429 remediation.

Tools & System → About → Open Logs. Zip the folder and attach to an email to support@taxhub-usa.com with a brief description of what happened and when.

Email support@taxhub-usa.com. We usually respond within one business day. Include your license key (or trial email), Windows version, TRH version, and a description of the issue with any error codes.