Add a Transcript to a Notice
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- Permissions: Work, Transcripts
1. To add a transcript to a notice, click the + icon in the Transcripts box on the right.
- The e-services panel will slide in from the right.
2. Fill out all the necessary information for the fields listed on the slide-in panel.
3. Click Request IRS transcript.
- For more information on pulling a transcript, refer to the Pull a Client Transcript article.
- The pulled transcript will show in the Transcripts section of the notice workplace.