Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
IRS adds safeguard for taxpayer data
The IRS has announced that, as part of its ongoing efforts to protect taxpayers from identity thieves, it will stop its tax transcript faxing service in June and will amend the Form 4506 series to end third-party mailing of tax returns and transcripts in July. Starting June 28, 2019, the IRS will stop faxing tax transcripts to both taxpayers and third parties, including tax professionals and lenders. Third-party mailings will stop July 1. This action affects individual and business transcripts.
The IRS notice includes suggested alternatives for income verification, including copies of transcripts mailed to a taxpayer's address of record, and use of the IRS's Income Verification Express Service (IVES).
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