Legal entity and EIN differ between e-file and ACA/API/IRIS records.
Keep entities isolated; confirm ownership and submit the correct IRS update before production use.
BlockedTAXES · PEOPLE · TECHNOLOGY
Tax intelligence for
a brighter tomorrow.
One corporate gateway for professional tax operations, training, workforce services, document tools, and secure virtual-office support.
AUTHORIZATION CONTROL
Registered authority
Source status and platform readiness are separate controls. Identifiers remain masked and production credentials remain outside source control.
| System | Authority | Reference | Environment | IRS/source status | Platform gate |
|---|---|---|---|---|---|
| IRS e-file | EFIN | Masked | Production / Test | IRS active | Review |
| IRS e-file | ETIN | 4 registered | Role-specific | IRS active | Review |
| ACA AIR | TCC | 3 registered | Production / Test | IRS active | Test only |
| IRIS | TCC | 3 registered | Portal / A2A | IRS active | Review |
| IRS APIs | OAuth clients | 2 registered | ISP | IRS active | Review |
RECONCILIATION GATES
Resolve before release
Application logic blocks production actions wherever identity, authorization, testing, or security evidence is incomplete.
Address appears as both Cody Poe Road and Coy Poe Road.
Validate against IRS entity records and USPS, then standardize every application.
ReviewMultiple business names appear across authorizations.
Approve a DBA-to-legal-entity matrix as the single source for forms and transmission metadata.
ReviewACA software IDs remain in test status.
Complete applicable assurance testing before enabling production ACA transmission.
Test onlyA secret-bearing file was supplied outside a secrets manager.
Rotate it, purge exposed copies, and store replacements only as encrypted environment variables.
BlockedOPERATIONS
One accountable workspace
Client Intake
Identity, consent, organizer, and engagement gates
Case Management
Notices, deadlines, evidence, and accountable ownership
Transcript Review
Authorized analysis with auditable findings
Document Vault
Encrypted storage, retention, and access logs
Transmission Center
Environment-aware e-file, ACA, and IRIS controls
Training
Role-based procedures, simulations, and competency records