Income Verification Express Service (IVES) Automation Clarification

IVES is modernizing its processing to implement Optical Character Recognition (OCR) software for reading Form 4506-C. The OCR software is expected to go live in October.

In order to avoid manual processing of Form 4506-C, it should be clear of any editing marks. IVES participants have asked for clarification about the new requirements, including:

Q. What is considered an editing mark?
A. Currently some participants notate in the margins which taxpayer, product, or year they are requesting. Continuing to deviate in this manner will route the request into manual processing as of October, and effective January 1, 2022, submitting requests with these deviations will result in either increased rejections or additional authorized transcripts being sent and charged.

Read additional Q&A and view examples of Form 4506-C deviations here.