The IRS added several new self-service features to Business Tax Account on August 6, 2026 (IR-2026-87), including a downloadable EIN verification notice, an expanded library of digital notices, and the ability to submit Offer in Compromise payments online. Business Tax Account (BTA) is the IRS's online portal for eligible business entities to view and manage federal tax records without calling or visiting an office.

What's new this round

• An expanding library of digital notices. Recently added notices include CP081B (a possible refund), CP211A (extension of time to file, approved), and CP134R (a federal tax deposit discrepancy resulting in a refund due), among others.

• Downloadable EIN verification. A designated official can now download Notice CP575, the original Notice of New Employer Identification Number, directly from BTA. That notice can be used in place of Letter 147C at banks and other financial institutions, which previously meant a phone call to request a replacement.

• Payment plan visibility and payment. Users can view an existing payment plan's balance and details, and make a payment toward that plan from within BTA.

• Offer in Compromise payments. Eligible taxpayers can now submit a payment toward an Offer in Compromise, the program that settles a tax debt for less than the full amount owed, directly through the portal.

Who can use Business Tax Account

BTA currently supports: sole proprietors with an EIN; individual partners or shareholders with a Social Security number or ITIN and a Schedule K-1 on file (2012 to 2023 for partners, 2006 to 2023 for shareholders); S corporations; C corporations; federal, state, and local governments; Indian tribal governments; and tax-exempt organizations. Eligible users register and set up access before they can view or manage records.

What the account can do overall

Beyond this round's additions, an eligible BTA user can view and pay a balance due from a bank account, schedule a payment up to a year in advance, view payments already processed (including EFTPS, wire, check, or money order), store multiple bank accounts, request a tax compliance check, view the business name and address the IRS has on file, grant account access to employees, and view or download transcripts for payroll, income, and excise tax returns.

Where this shows up in a firm's workflow

The CP575 download is the practical win here. Firms opening a bank account or a line of credit for a business client no longer need to wait on hold for a Letter 147C reissue if the original CP575 was misplaced; a designated official can pull it from BTA directly. The payment plan and Offer in Compromise self-service options are also worth flagging to clients in active collections cases, since both now bypass a phone call. Confirm which clients have BTA access set up before the next time one of these situations comes up, rather than during it. See how SignalsHQ handles multi-account client documentation for where this fits into a firm's records workflow.