Delegated Users

The Principals or Responsible Officials of an organization may name Delegated Users who can be authorized to perform certain actions regarding an IRS e-file Application based on authorities granted.

The following authorities are available for a Delegated User:

• View Application Information
• Update Application Information
• Sign and Submit Applications
• Add, Delete, and Change Principals
• Add, Delete, and Change Responsible Officials
• Software Package Information
• Transmitter Role
• MeF System Enroller
• Reporting Agent Transcript Delivery System
• Transcript Delivery System

Note: The Delegated User will not be granted any of these authorities by default. Be sure to use the ‘Authorities’ to select the authorities you want the Delegated User to have.

Their ability to use Transcript Delivery Service will be automatically enabled when your firm’s IRS e-file Application is successfully completed and when your firm has e-filed 5 or more accepted returns.