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References
How-to walkthroughs
Form 2848 / 8821
Field guides (e-books)
Guides for your clients
Support
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New to TRH? These are the fastest paths to getting a transcript in hand.
Guide
The canonical user guide. Installation, IRS A2A auth, bulk transcripts, resolution calculators, notices, forms, updates, troubleshooting.
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Reference
60+ answers grouped by topic — licensing, installation, IRS auth, pulling transcripts, resolution analysis, privacy, troubleshooting.
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Walkthrough
Step-by-step installer walkthrough, license activation, AV first-run prompts, and verifying your activation.
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Walkthrough
Connect TRH to your e-Services account, test credentials, resolve 401/403 errors, and manage periodic re-auth.
Open
Walkthrough
Add a client, queue a pull, choose transcript type and years, watch the dispatch queue, and open the result.
Open
References
Searchable, deep-linkable references you'll come back to while working cases.
Reference
151 transaction codes with short descriptions, detailed meanings, and tax-pro implications. Sourced from IRS Document 6209. Searchable, with TC 971 Action Code sub-reference.
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Reference
Every transcript error code and status value with plain-English meanings and remediation steps. Deep-linkable for sharing with your team or support.
Open
Reference
Version-by-version record of what shipped, what was fixed, and what's new since your last install.
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How-to walkthroughs
Visual, step-by-step walkthroughs designed to print as a deck or convert to video. Browse all →
Walkthrough
10 steps. OIC, IA, CNC, Penalty Abatement with computed comparisons and client-ready PDFs.
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Form 2848 & 8821
Deep coverage of the two authorization forms that stand between you and a client's IRS record.
Guide
Line-by-line walkthrough of the current 2848. Who can sign, common rejections, CAF sync, revocation, and special situations.
Open
Guide
Line-by-line walkthrough, info-only scope, prospecting / lead-gen use cases, and TDS transcript monitoring.
Open
Reference
Decision tree, side-by-side comparison, and the common tax-pro patterns for each form.
Open
Walkthrough
Tax Pro Account submission flow with screenshot placeholders — download, customize, and train staff.
Open
Field guides (e-books)
Long-form field guides written by tax pros for tax pros. Print-friendly and ready to share with staff. Browse all →
E-book
~6,100 words. Anatomy of each transcript type, the codes that drive resolution work, TC 971 action codes, and CSED/ASED/RSED math.
Read
E-book
~4,200 words. First CAF assignment, the sync window, common 2848 rejection patterns, revocation scenarios, and a PPS call checklist.
Read
E-book
~4,400 words. A2A plumbing, auth-chain failures, 401/403/429, CAF mismatch triage, ID-theft holds, and when to escalate to PPS.
Read
Guides for your clients
Plain-English, taxpayer-friendly explainers you can forward to clients. Brand them with your firm info — remove our footer line and you're done. Browse all →
White-label note: Every client guide includes a dashed-border firm-branding block at the top for your logo and contact info, and a removable footer attribution line. Save the HTML, customize, and send.
Client
Explains what transcripts are, why you're pulling them, and that the client doesn't need to do anything.
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Client
Plain-English Power of Attorney explainer. What it authorizes, what it doesn't, revocation rights.
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Client
Timeline from first notice through LT11 / Letter 1058 CDP rights, with rough timing at each step.
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Client
Plain-English walkthrough of all 10 Taxpayer Bill of Rights items with practical "how to invoke" notes.
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Client
Three OIC types, qualification reality check, timeline expectations, post-acceptance compliance.
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Client
Guaranteed, streamlined, non-streamlined, and partial-pay IAs with setup fees and default rules.
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Client
How CNC is determined from Form 433, what continues vs. stops, CSED interaction, duration, and periodic review.
Open
Support
Can't find an answer? Reach out.
Reference
Most questions have a short answer in the FAQ. Deep-linkable — share a link to the exact Q&A.
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Not legal or tax advice.
This content is published by Tax Resolution Hub for educational use by tax professionals. It is not legal, tax, accounting, or investment advice, and does not create an attorney-client or preparer-client relationship. IRS systems, forms, procedures, and statutes change — always verify against current IRM guidance, the client's actual transcript, and the facts of the specific engagement before acting.