Tax Transcripts
Accelerated tax transcript retrieval
Accelerate tax transcript retrieval with simplicity
AutomatIQ Borrower Tax Transcripts offer a suite of tailored solutions to speed up your IRS tax transcript retrieval.
Whether you’re searching for the convenience of borrower-assisted, the reliability of the 4506-C industry standard, or the flat-rate, cost-effective pricing of the IRS Form 8821, you can have it all while ensuring unparalleled efficiency for your specific needs.
Three products, one solution
With AutomatIQ Borrower Tax Transcripts, you get three distinct products designed to streamline your access to IRS tax transcripts, and each product can be tailored to meet unique needs.
Speed and savings at one go
The 4506-C Borrower Assisted waterfall approach delivers near-real-time transcript access with borrower approval on the IRS website. Rejections are not charged, it automatically transitions to the traditional 4506-C process.
Instant transcript access with Form 8821
Form 8821 offers near-instant transcript access with borrower approval on the IRS website. Flat-rate pricing includes unlimited requests per loan, and transcripts are processed even if the taxpayer takes no further action.
Fannie Mae® and Freddie Mac® approved
4506-C Direct is authorized by Fannie Mae’s Day 1 Certainty program. Halcyon’s Form 8821 service has been approved by both Fannie Mae and Freddie Mac.
Minimize errors, expedite processes
AutomatIQ Borrower Tax Transcripts seamlessly integrates with major Loan Origination Systems (LOS) to expedite the loan approval process through smooth, efficient processing, reduced manual data entry, and minimized errors.
Speed and savings at one go
The 4506-C Borrower Assisted waterfall approach delivers near-real-time transcript access with borrower approval on the IRS website. Rejections are not charged, it automatically transitions to the traditional 4506-C process.
Instant transcript access with Form 8821
Form 8821 offers near-instant transcript access with borrower approval on the IRS website. Flat-rate pricing includes unlimited requests per loan, and transcripts are processed even if the taxpayer takes no further action.
Fannie Mae® and Freddie Mac® approved
4506-C Direct is authorized by Fannie Mae’s Day 1 Certainty program. Halcyon’s Form 8821 service has been approved by both Fannie Mae and Freddie Mac.
Minimize errors, expedite processes
AutomatIQ Borrower Tax Transcripts seamlessly integrates with major Loan Origination Systems (LOS) to expedite the loan approval process through smooth, efficient processing, reduced manual data entry, and minimized errors.
FAQ
What forms are needed for this process?
What is Halcyon?
What is the IRS rejection rate?
Can the transcript authorization forms be e-signed?
How will the transcript authorization form fit into our workflow?
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