How to Order Tax Transcripts in Calyx
Ordering4506-T Tax Return Verifications from Avantus is easy in Calyx with our IRS Direct TRV Service.
If you are not currently an Avantus customer, give us a try! This is just one of the many services we'd like to provide for you.
Open the application in Point. In the Services menu, select Verifications > Request Verification.
When you see the screen below, select a borrower. If ordering W2/1099 (or if consumers file separately) you must submit two separate orders.
Check the box for the type of transcript you require, and then choose the years from the dropdown alongside the transcript type that you selected.
NOTE: If you would like to request eSign please check the eSignature box in addition to selecting transcript type and years.
If you are NOT using eSignature, click on Browse to locate and attach the signed 4506T.
Click on the Submit button, enter User ID and Password and click on OK. This will send the request to Avantus.
You will receive the below message when request is sent successfully.
When you receive the email from Avantus that the transcript is complete, re-open your application in Point. Go back to Verifications and you will see that Check Status is already checked. Click on Submit enter User ID and Password. This will retrieve the completed transcripts.
If you have any more questions about ordering tax transcripts, 4506-T forms or other products through Avantus, please contact our Customer Service Team at (800) 243-0120. We look forward to hearing from you.