Everything you need
to get unstuck.

Getting started

Installing TRH on Windows

TRH runs on Windows 10 (version 1909 or newer) and Windows 11. Download the installer from the email you received when you started your trial, or from the pricing page. Double-click TRH-Setup.exe; the installer is self-contained and will set up a shortcut on your desktop and Start menu.

On first launch you'll see the activation screen. Paste the license key from your email and click Activate.

First-launch setup checklist

1. Activate your license key.
2. Open Tools & System → Firm Profile, fill in your firm name, CAF number, PTIN/EIN, and address.
3. Set your default report and transcript save locations in Tools & System → Paths.
4. Configure IRS A2A authentication (see below).
5. Add or import your first clients.

License & activation

Where do I get my license key?

Trial and paid license keys are delivered to the email you provided at checkout. If you haven't seen it within 5 minutes, check your spam/promotions folder. The subject line will be "Your TRH 7-day trial" or "Your TRH license key."

Activating the app

Launch TRH. On the activation screen, paste the key (format TRH-XXXX-XXXX-XXXX-XXXX) and click Activate. The app validates against our server and caches the result locally.

Re-activating after a reinstall

Paid licenses activate on a single machine. If you uninstall and reinstall on the same machine, your existing activation carries over — just paste the same key. If you need to move to a new machine, email support@taxhub-usa.com and we'll release the prior activation.

Offline behavior

TRH caches your validation and keeps working without internet for most local tasks (form generation, analysis, report review). Fresh IRS transcript pulls need a connection.

IRS A2A authentication

TRH defaults to A2A (Application-to-Application) authentication for bulk transcript pulls. This is the IRS's modern, high-throughput transcript API. It requires:

• A registered e-Services account with an approved CAF number.
• IRS Transcript Delivery System (TDS) + A2A authorization (this is a separate approval from e-file).
• A private key registered with the IRS and the matching public key on file with your TRH firm profile.

In Tools & System → IRS Authentication:

1. Select your auth mode (A2A is the default).
2. Enter your Client ID, User ID, Key ID.
3. Point TRH at your private key file, or use a remote signing endpoint.
4. Click Test Connection. A green check means you're ready.

Managing clients

Adding a single client

From Client Inventory, click New Client. Fill in name, SSN/EIN, entity type, and contact info. Save.

Importing from CSV

TRH accepts a CSV with one row per client. Column headers are flexible — TRH previews the file and lets you map columns on import. Common fields:

• First name / Last name (or Entity name for non-individuals)
• SSN or EIN
• Entity type: Individual, LLC, S-Corp, C-Corp, Partnership, etc.
• Email, phone, mailing address
• Optional: CAF status, POA status, notes

Bulk deletion

Use Client Inventory → ⋯ menu → Delete all. TRH prompts for explicit confirmation and moves records to a recoverable trash state for 30 days.

Pulling transcripts

Supported transcript types

TRH can request 96 distinct IRS transcript types including 1040, 1120, 1120S, 1065, 941, W-2, 1099 variants, Record of Account, Entity Transcript, W&I Summary, Non-Filing Verification, and more. Pick any combination per client.

Dispatching a batch

1. Open Transcript Request.
2. Select clients, transcript modules, and tax years.
3. Click Queue to batch the requests.
4. Click Start Dispatch. TRH respects IRS rate limits and retries on transient errors.

Parallel dispatch tuning

TRH's default is aggressive parallelism with per-client burst mode. You can tune concurrency, request rate, retry backoff, and rate-limit blackout in Tools & System → Dispatch Settings. Defaults handle most firms well; increase only if you're consistently seeing "idle" status.

Resolution analysis

TRH ships 11 built-in resolution calculators, all fed by live Form 433 financial data and current transcript balances:

• Installment Agreement — streamlined, guaranteed, and partial-pay scenarios for 24/36/72/84-month terms
• Offer in Compromise — RCP, lump sum vs. periodic, Form 656 attachments
• Currently Not Collectible — debt-to-income analysis, federal poverty comparison, CNC wait-out modeling
• Penalty Abatement — first-time abatement eligibility, abatable year identification, refund estimation
• CSED Strategy — compares five strategies across the collection statute expiration date
• Collection Alternatives — 10-option ranked comparison from full-pay to bankruptcy
• Interest Projection — running-total interest through a target date
• Hardship Modeling
• Compliance Check
• Statute Analysis
• Tax Estimate Preview

Form 433-F financial statement

A 29-section Collection Information Statement auto-populated from client data, employment, income, assets, expenses, and liabilities. Applies IRS allowable-standards heuristics and feeds every resolution calculator in real time.

Notice lookup

Paste any IRS notice code (CP, LT, LTR, or 668 prefix) into the notice lookup in Analyses → Notice Report. TRH returns urgency tier (High / Medium / Low / None), the plain-English meaning, and common deadline language where applicable.

For multi-client triage, use Notice Report → Generate Report. Pick a date range; TRH reads TC 971/972 entries across every loaded transcript and produces a color-coded Word document sorted by urgency — red clients at the top.

Most common notices

• CP 14 — Balance due, first notice (Low urgency)
• CP 501 / CP 503 / CP 504 — Escalating balance-due reminders
• LT 11 / LT 1058 — Final notice of intent to levy (High)
• CP 2000 — Underreporter notice (Medium)
• LTR 4624C — Currently Not Collectible confirmation
• LTR 3852C — Entity classification mismatch (often needs Form 8832 or 2553)

Forms & POA

TRH auto-populates over 50 IRS and state forms from client data:

• POA: Form 2848 (up to 4 reps per page), Form 8821 (TIA), 50-state POA packages
• Collection: Form 433-F, 433-A, 433-B, 433-A/B OIC variants, 656
• Installment: Form 9465, 433-D
• Abatement: Form 843 and automated reasonable-cause letters
• Other: 12153, 14134, 13711, 3911, and more

Bulk POA generation

Bulk POA generates 2848s or 8821s across a selected client set in one pass. Pick the representative profile, tax matters, years, and output folder. Each PDF is saved with a clean filename that follows your firm's naming template.

Updates

TRH checks for new versions every 4 hours and installs updates atomically on app restart. You can also manually check from Tools & System → About → Check for Updates.

Updates are cryptographically signed and delivered from Amazon CloudFront. You won't be prompted to click "Allow" on the firewall dialog for them.

Troubleshooting

"Update failed" error on launch

Most common causes: corporate firewall blocking *.cloudfront.net, antivirus quarantining the downloaded package, or a prior update interrupted mid-install. Reach out to support@taxhub-usa.com with your log file (Tools & System → About → Open Logs).

IRS transcript dispatch hangs on "In progress"

Usually an IRS-side throttle. TRH will back off and retry automatically. If it persists >15 min, check your A2A credentials, and confirm IRS TDS isn't reporting a system outage.

License says "invalid" but I just activated

Two causes: clipboard ate a character (paste the key fresh), or machine identity file was lost (fresh install on a reset drive). Email support to release the prior activation.

Billing & refunds

Trial to paid

Your 7-day trial runs from the moment you start it (not from install). We email you on day 5 and day 6 as a reminder. Purchase a license at any time via the site or from inside the app.

Annual renewal

Paid licenses are valid for 365 days. We email you 30 days and 7 days before expiration. Renew through the same checkout flow.

Refund policy

We offer a 14-day refund window on paid licenses, no questions asked. Email support@taxhub-usa.com and we'll process via Square.

Need help?

Email support@taxhub-usa.com. We usually respond within one business day.