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What is the add button for on the Request Transcript page

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The "Add" button on the Request Transcript page serves two primary functions:

  1. It triggers the system to perform the RAF (Return Authorization File) check to ensure proper authority for the transcript request.
  2. It builds a table that will be sent to the IRS’ database to retrieve the information for the transcript.

Additionally, the "Add" button is used to request multiple transcripts in a single session. After selecting the first transcript product, you click the "Add" button, which will display a table. You can then select additional transcript products and click the "Add" button again for each one. This process allows you to compile all desired transcripts before finalizing the request.

Sources:
Publication 535 (2022)

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