How To Read Transcripts

Tax Transcript Reading Guide (For Preparers & EROs)

Mastering IRS transcripts is a game-changer for tax pros. This guide walks you through how to read, interpret, and apply transcript data so you can quickly spot balances, payment history, refund issues, and compliance red flags. Perfect for new preparers or anyone looking to sharpen their skills, this resource turns what used to feel overwhelming into a clear, step-by-step process you can use with confidence.