How to get IRS tax transcripts for a small business: online or Form 4506-T

Excite Tax shares this free guide and cover note for getting business or personal IRS transcripts online, by phone or with Form 4506-T; general information only, not legal or tax advice.

Who it is for

An owner who needs a tax return, tax account, record of account or entity transcript: for a lender, to reconstruct missing records, or to see penalties and payments the IRS has posted.

When to use it

Try the online account first; it is the fastest route the IRS names. Use the cover note with Form 4506-T only when the online account is not available to you, for example a single-member LLC filing Schedule C, which the Business Tax Account does not yet serve.

The deadline and form it relates to

The template

Replace every [BRACKETED] field and delete any line that does not apply. Keep a copy of everything you send.

TRANSCRIPT REQUEST — COVER NOTE FOR FORM 4506-T

[DATE]

Internal Revenue Service
RAIVS Team
[ADDRESS FROM THE FORM 4506-T CHART FOR THE STATE WHERE YOU LIVED OR YOUR BUSINESS WAS WHEN THE RETURN WAS FILED]

Re: Request for transcripts — Form 4506-T enclosed
Name on the return: [NAME, exactly as filed]
Taxpayer identification number: [EIN for a business return; SSN for a Form 1040 with Schedule C]

Enclosed is a signed Form 4506-T requesting:
[ ] Return transcript   [ ] Account transcript   [ ] Record of account   [ ] Verification of non-filing
Tax form: [e.g. 1120-S, 1065, 941, 1040]
Periods: [e.g. 12/31/2023, 12/31/2024]

[FOR AN ENTITY: The document authorizing the signer is attached, e.g. a letter from the principal officer.]
[IF A LENDER GAVE YOU A CUSTOMER FILE NUMBER: It is entered on the form so it prints on the transcript.]

Transcripts are mailed only to the address of record: [CURRENT ADDRESS ON FILE WITH THE IRS].

[SIGNATURE]
[PRINTED NAME], [TITLE]
[DAYTIME PHONE]

Signed on [DATE] — the IRS must receive the form within 120 days of this date.
Download the template (.txt)

What to attach

Where to send it

Official forms and pages

Sources

Each fact above was checked against the official source on the date shown by a reader who saw only the claim and the source. Official pages change; the source link beside each fact is the one to check.

  1. IRS — Low Income Taxpayer Clinics, retrieved
  2. IRS — Instructions for Form 9465 (07/2024), retrieved
  3. IRS — Get a business tax transcript, retrieved
  4. IRS — Business Tax Account, retrieved
  5. IRS — Get your tax records and transcripts, retrieved
  6. IRS — Form 4506-T, Request for Transcript of Tax Return (April 2025), retrieved