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How to Order Tax Return Verifications

In this tighter lending environment, more and more lenders are requiring a 4506 tax transcript on every loan. With the Avantus IRS Direct Service, ordering transcripts is easy and turnaround is fast... 24 to 48 hours.

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.

Getting Started

Order tax return verifications, 4506 TOnce you've logged into the Avantus system, click on the 4506 button at the top of the page. You'll immediately be taken to the 4506 ordering screen, as seen below.

Ordering Screen for 4506, Avantus IRS Direct, Tax Transcripts

Box 5a should include the following Avantus information as the 3rd party: Avantus LLC, 600 Saw Mill Rd, West Haven, CT 06516 800-243-0120 ID=avantustrv

In Box 5b the Customer File Number (CFN) should be left blank. Avantus submits a unique identifier for each order for proper matching of returned redacted transcripts.

Be sure to fill in all necessary fields completely and accurately. The IRS will reject erroneous or incomplete forms. To make sure your transcript is submitted correctly and back faster, read this list of 4506 Tips.

Once you've completed the form, click the Submit button at the bottom of the page and your 4506 request will be ready for viewing.

Special Instructions for business transcripts (1065 or 1120):

Business tax information is reported quarterly, and should be requested using quarterly dates on Line 8. For example, if you need all reporting periods for a given year, you would need to indicate each period on Line 8 (ie. 1/31/2013, 3/31/2013, 6/30/2013, 12/31/2013). Entering just the year on Line 8 will only return a transcript for the last quarter of that year.

Viewing your 4506 tax transcript request screen

  • Click on the View 4506 link to view and print the form.
  • Once the consumer has signed the 4506-C request form, it can be uploaded to the system by clicking the Upload 4506 link as seen above. You can also fax the form to our IRS Direct Customer Service Team.

The IRS tax transcripts are delivered electronically into your ordering account profile on our secure website. When we receive the data from the IRS an email is sent instantly to notify the user. The transcripts come in PDF format (Adobe Acrobat is required to view document.)

If you have any more questions about ordering tax transcripts, 4506-C forms or other products through Avantus, please contact our Customer Service Team at (800) 243-0120. We look forward to hearing from you.

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