IRS

IRS

Auth: Playwright + Chrome cookies (IRS ID.me authentication; headless=False required) Primary URL: https://www.irs.gov EFTPS URL: https://www.eftps.gov Configuration: Set ID.me email and Chrome profile in vault/tax/config.md

Data Available

Data Type	Navigation Path	Use Case
Account transcript	IRS.gov → Your Online Account → Tax Records → View Account Transcript	Verify payments applied, check balance, see prior year tax
Tax return transcript	IRS.gov → Your Online Account → Tax Records → Tax Return Transcript	Prior year AGI, deductions, and liability for safe harbor
Notices and letters	IRS.gov → Your Online Account → Notices	Download CP2000, audit notices, balance due letters
Payment history	IRS.gov → Your Online Account → View Tax Account	All payments: withholding, estimated payments, refunds applied
Direct Pay	IRS.gov → Make a Payment → Direct Pay	Immediate estimated tax payment using bank account

Configuration

Add to vault/tax/config.md:

irs_idme_email: YOUR_IDME_EMAIL
irs_chrome_profile: /Users/YOU/Library/Application Support/Google/Chrome/Default
eftps_enrolled: true

IRS Direct Pay: Making an Estimated Payment

1. Navigate to https://www.irs.gov/payments
2. Click "Make a Payment"
3. Select: "Estimated Tax" as reason for payment
4. Select: "1040-ES" as tax form
5. Enter tax year (current year)
6. Enter payment amount from the quarterly estimate calculation
7. Enter bank account information (routing + account number)
8. Select payment date (can schedule up to 365 days in advance)
9. Confirm and save confirmation number in vault/tax/00_current/payment-log.md

EFTPS for Scheduled Payments

EFTPS requires enrollment (5–7 business days to receive PIN by mail). Once enrolled:

• Schedule payments up to 365 days in advance
• Ideal for recurring quarterly estimated payments
• Enrollment: eftps.gov → "Enroll" → Individual → follow prompts

Session Notes

• IRS ID.me login requires identity verification on first use (ID upload, selfie)
• MFA is triggered on new sessions or new IP addresses — complete in the Chrome window
• Session cookies valid 30–90 days depending on activity
• Transcript data is typically updated within 3 weeks of a payment being processed

Used By

• op-quarterly-estimate — verify prior estimated payments on transcript before calculating new payment
• op-deadline-watch — confirm payment received and transcript updated; download any new notices

Vault Output

• vault/tax/irs/transcripts/ — downloaded account and return transcript PDFs
• vault/tax/irs/notices/ — downloaded IRS notices and letters
• vault/tax/00_current/payment-log.md — confirmation numbers recorded after each Direct Pay submission