Customer Support     |     877.904.7770
HOMEOpen Menu
How we helpOpen Menu
Contact Us
7050 W. Palmetto PK RD.
Suite #15-256
Boca Raton, FL. 33433
Tel: 877-904-7770
Fax: 888-908-1020
Email: info@easyverification.com
EASY VERIFICATION Newsletter Sign Up

OPTIMIZE YOUR VERIFICATION PROCESS

Faster results. Fewer rejections. Reduce costs.

How We Help

Better, faster, cheaper: it's possible in verifications.

Easy Verification is web-based allowing you to meet verification requirements quickly and efficiently. Get the information how, when and where you need it. Verify income, validate identification and keep track of the results with ease. We keep business moving.

DOES YOUR VERIFICATION PROCESS DEPEND ON A FAX MACHINE OR 3RD PARTY PLATFORM “MIDDLEWARE”?

Learn MoreLearn more
Break the chain. Easy Verification streamlines fulfillment leveraging the latest technology and accommodating any workflow scenario. Reduce processing friction and lost or delayed documents “stuck in the system” possibly impacting your transactions negatively. Easy Verification is transaction-based pricing. You are not locked into volume commitments, inflated costs from platform transaction fees or fuzzy “volume-based pricing”.

  • Speed your production.
  • Avoid compliance audit failures from missing transcript documents.
  • Keep track of order activity, results and costs.

Free-up resources without being tied to a process, platform, or your desk. We’ll get results so you can focus on driving your business forward.

Easy Verification | Results end-to-end
Sign Up

3 Reasons Businesses Rely on Easy Verification

Options - 3 Reasons

1. Options

Increase volume

Quickly validate. Send orders and receive results - fast, accurate and web-based. Use equipment you already have anytime, anywhere. Nothing to install.

Swipe Next
Option - Speed

2. Speed

Improve efficiency

Meet requirements, lower cost. Verify information in a couple of days. From request to results, our secured direct connection to the IRS streamlines the fulfillment process.

Swipe Next
Option - Trust

3. Trust

Enhance Effectiveness

Trust and protect. IRS tax transcript - the widely trusted document to verify income. Tax transcripts are time bound then deleted. Tax documents are never repurposed or sold. Taxpayer privacy is protected – it’s our promise.

Swipe Next

How It Works

What's the fastest way to verify income, comply with regulations and document a sound risk-based decision?

Learn MoreLearn more

IRS Tax Transcripts, of course. Easy Verification provides fast, accurate 4506-T processing with web-based access to IRS tax transcripts results - direct and complete.


Sign Up

3 More Reasons Businesses Rely on Easy Verification

Experienced & IRS level quality review standards.
Choose Accuracy

CHOOSE

Accuracy

Choose tax information you want to receive. Send the requests. We check for reject causing errors before it's submitted to the IRS - saving time and money.

A direct express connection to the IRS.
Submit Quality

SUBMIT

Quality

Our direct connection to the IRS means that your request is expedited and processed with best possible results.

Results delivered fast, accurate and complete.
Receive Results

RECEIVE

Results

Get IRS tax transcripts - direct and complete. Reliable information you need to get the job done. Re-Verifysm anytime, anywhere up to 120 days. The tax documents are time bound, then deleted - permanently.

How To Complete

Which Type of Taxpayer?
A complete 4506-T gets fast results. Click tabs to see what goes where.
WHO - Personal IRS tax information to verify
Recently married? Include full single name.
  • Line 1a
    • Full name as spelled on filed returns (1040 or W2/1099).
  • Line 1b
    • Social Security Number or Individual Taxpayer Identification Number (9 digits).
  • Line 2a
    • Full name of spouse as spelled on filed join returns (1040 or W2/1099).
  • Line 2b
    • Spouse's Social Security Number or Individual Taxpayer Identification Number (9 digits).
    • Use a separate 4506-T for tax periods requests, if spouse was a single tax filer for the year you need.
ADDRESS
Note. If the address on lines 3 and 4 are different and tax filer has not changed their address with the IRS, they should file Form 8822
  • Line 3
    • Current full address as spelled on 2014 filed returns (1040 or W2/1099) include Apt/Unit/Ste #.
  • Line 4
    • Prior address as spelled on returns filed if address changed in 2015 or 2014.
  • Line 5
    • EVI 7050 W Palmetto Pk Rd Boca Raton FL 33433 #888.908.1020
    • Click to download 4506-T Line 5 is already completed.

Applies also to 4506T-EZ, 4506T-EZ(SP), 4506-T(SBA).

WHAT - Personal Tax information authorized to receive

  • Line 6
    • Enter the tax form authorized 1040, 1040A, 1040X, 1040PR or 1040SS. Not sure? Then enter 1040.
  • Next, check the box for the transcript type that fits your needs. The choices are:
    • Return Transcript: This transcript reflects the income reported to the IRS on personal returns.
    • Account Transcripts: This transcript contains information about the financial status of penalty assessments, IRS account payments and adjustments to the returns made by the taxpayer or the IRS.
    • Record of Account: This account contains information about line item adjustments and amendments to returns. These records are available for the most recent four years.

  • Line 7 Verification of Non-filing:
    • This verification provides proof a return was not filed for a specific year. This information is available for any year.
    • Check box 7 if this is what you need.

  • Line 8 Wage & Income Transcripts:
    • This transcript contains all reported forms including W2, 1099, 1098, 5498 and Schedules.
    • Check box 8 if you need this transcript. Note: Information becomes available one year after it is filed with the IRS.
    • Only need W2 only or 1099 only? Enter it on Line 6.

Applies also to 4506-T(SBA). Note: The 4506T-EZ & 4506T-EZ(SP) are used to request 1040 tax information only.

WHEN - Personal Tax period(s) authorized to obtain
  • Line 9
    • Enter tax periods authorized to obtain. Maximum 4 tax periods per 4506-T.
  • Tax periods currently available are 12/31/2016, 12/31/2015, 12/31/2014, and 12/31/2013
    • Looking for older Wage & Income Transcripts? Use Line 9. Maximum 4 tax periods per 4506-T up to 10 years.

Personal Permissions

  • Check Box
  • Sign Here:
    • Either person from Line 1a or 2a may sign and date.
    • Signing with Power of Attorney? See Special Conditions*.


Note: The 4506-T is valid for 120 days from the date of signature (this is considered to be the execution date).

*Special Conditions: Signing with Power of Attorney on behalf of tax filer listed on Line 1 or 2. A copy of POA has to be attached to the 4506-T and must be on file with the IRS prior to submitting the request. See Form 2848 & 8821

Applies also to 4506T-EZ, 4506T-EZ(SP), 4506-T(SBA).

WHO - Business IRS tax information to verify
  • Line 1a
    • Full Business or Company Name as spelled on returns filed (1065, 1120, 1041, etc.).
    • Full Business Name includes Corp., Inc., LLC or LLP
  • Line 1b
    • Employer Identification Number (9 digits).
ADDRESS
Note. If the address on lines 3 and 4 are different and business has not changed the address with the IRS, they should file Form 8822-B
  • Line 3
    • Current full business address as spelled on 2014 returns filed. Include Apt/Unit/Ste #, etc.
  • Line 4
    • Prior business address as spelled on returns filed if address changed in 2015 or 2014.
  • Line 5
    • EVI 7050 W Palmetto Pk Rd Boca Raton FL 33433 #888.908.1020
    • Click to download 4506-T Line 5 is already completed.

Applies also to 4506-T(SBA).

WHAT - Business tax information authorized to receive

  • Line 6
    • Enter the tax form authorized.
    • For business returns, the choices are 1065, 1120, 1120A, 1120H, 1120L, 1120S, 1041, 941, 720, etc.
  • Next, check the box for the right transcript type that fits your needs. The choices are:
    • Return Transcript: This transcript reflects the income reported to the IRS on business returns.
    • Account Transcripts: This transcript contains information about the financial status of penalty assessments, IRS account payments and adjustments to the returns made by the business taxpayer or the IRS.
    • Record of Account: This account contains information about line item adjustments and amendments to returns. These records are available for the most recent four years total.

Applies also to 4506-T(SBA).

WHEN - Business Tax period(s) authorized to obtain
  • Line 9
    • Enter tax periods authorized to obtain. Maximum 4 tax periods per 4506-T.
    • Tax periods & Fiscal Year currently available are 12/31/2015, 12/31/2014, 12/31/2013, and 12/31/2012.
    • For Quarterly & Fiscal tax periods, enter MM/DD/YY.

Applies also to 4506-T(SBA).

PERMISSION

  • Check Box
  • Sign Here:
    • Business Officer or Authorized Representative
    • Date
    • Title of the person signing the 4506-T such as President, Member, Partner, etc.
    • Note: The 4506-T is valid for 120 days from the date of signature (this is considered to be the execution date).

Applies also to 4506T-EZ, 4506T-EZ(SP), 4506-T(SBA).

How To Order

How to Order

You Have Options!

Send Orders: using the Easy Verification web-based application, portal, cloud share, a fax machine, email, or your platform. It's your choice - order anytime on any device.

Read more

We've got you covered

Get access to information you need in order to get the job done fast.

Multi Mobile Devices

WEB

Complete The Online Form

Enter your order, upload the 4506-T and Submit. You'll receive updates as the request moves through the fulfillment process.

Drag and drop to your Google Drive and Share

Fax

FAX

Download The 4506-T Order

Download the 4506-T Order Cover Sheet from Forms, fill in your order. Fax the Cover sheet and 4506-T along with any additional documents like Power of Attorney and Send. We will immediately quality check and acknowledge your request. You'll receive updates and track progress as the request moves through the process.

Email with password protected attachment and Send

E-Sign

E-SIGN

Enter, Upload and Submit

Cloud

CLOUD

Security of Google Drive

Using the power and security of Google Drive, you can simply drag orders into your folder and share. We will pick-up your order and take it from there. You'll receive updates and track progress anytime. We will help you to get up and running quickly. Set-up to sync in 5 easy steps and you'll be sharing - safely and easily - in no time. Requires a Gmail account and Drive installed locally.

Fax Cover with 4506-T and Send

Accommodate your customer's mobile lifestyle. Enter your order, upload esigned 4506-T with audit trail, and Submit

Request fulfillment, verify information and share documents securely
within your decision network without being tied to a process, platform, or your desk.
 

Benefits

Benefits

The truth is you have options. These days it's all about convenience, speed and privacy. Easy Verification is here to help by delivering important information for those risk-based decisions. We help keep business moving at the speed of life.

Convenience     Speed     Privacy     Cost

We help you comply with current lending rules implemented by the Consumer Financial Protection Bureau (CFPB), Fannie-Mae, Small Business Administration (SBA) SOP 50 10 5(H), etc. Easy Verification is Verification Using Third-Party Records. We offer fast, accurate and web-based solutions using IRS Form 4506-T. Quickly validate your applicant’s income and tax obligations using records obtained directly from the IRS. Get line-by-line transcripts of filed returns, tax liabilities and reported income up to four recent tax years for a true historical financial picture. Meet your Ability-to-Pay documentation requirements used to determine your borrower’s qualification. Easy Verification delivers. Now, the express, effective way of preventing fraud, and catching errors or misrepresentations early in the application process begins with Easy Verification and the 4506-T.

Meet income verification requirements

»Quickly validate, reducing fraud and spotting errors.
»Comply with regulation and lending laws.
»Lower costs with simple single transaction - no-cost re-verification.
»Protect privacy with time bound record storage. Data is never re-purposed, rented or sold.

FINDING THE RIGHT BALANCE ON REGULATION AND CONSUMER PROTECTION

1

CEO

We appreciate your focus. Measuring success by ability to deliver consistent customer experience with strong financial results. To find balance between operations, margins, compliance and good customer service across your line of business. We are here to help.

2

Department

  • Productivity - Meet numbers with quality assurance & accuracy.
  • Operations - Eliminate friction from complex multi-vendor platform integration.
  • Ease of Use - Web-based, user/mobile friendly, and secure.
3

Compliance

  • Reduce risk.
  • Comply with ever change regulation demands.
  • Protect the company and its investments.
4

Supplier Diversity

  • Enhance supply chain management with quarterly spend reports.
  • Realize spend credit; achieve procurement goals.
  • Meet contract obligations and CEO diversity objectives. We are multi-certified.
5

SPECIALIST

  • Verify quickly.
  • Reliable 3rd party records when and how you need.
  • User-friendly and web-based. Many ordering options.
6

Consumer

We serve lenders and businesses required to verify income information. Our service is permission-based with single use disclosure rules. Signing a 4506-T is your authorization for us to obtain tax information from the IRS, and directly deliver to our client in order to verify your information using independent documentation. When the transcripts expire, they are deleted from our system unrecoverable to protect privacy. We do not rent, re-purpose or sell your information. Ever!

CEO

We understand your challenges and expense associated with providing the best experience for your consumer and finding the balance between compliance, due diligence, productivity and good customer service. We are here to help.

  • Productivity - Meet numbers with quality assurance & accuracy.
  • Operations - Eliminate friction from complex multi-vendor platform integration.
  • Ease of Use - Secure, web-based & mobile/user friendly.
  • Reduce risk.
  • Comply with regulation demands.
  • Protect the company & its investments.
  • Enhance supply chain management with quarterly spend reports.
  • Realize spend credit; achieve procurement goals.
  • Meet contract obligations & CEO diversity objectives. We have multiple certifications.
  • Verify quickly.
  • Reliable 3rd party records when and how you need.
  • User-friendly and web-based. Many ordering options.

Easy Verification's service is permission-based with selective disclosure of personal non-public information. As a consumer, you initiated a transaction and signed a 4506-T with Easy Verification on line 5. This is your permission to retrieve tax information directly from the IRS and deliver to your designated destination. Once the transcript expires, your transcript data is permanently deleted unrecoverable to protect privacy. We don't share or sell this information.

Keep track of documents, control access.
  • Ease of use: If the system is easy for everyone to use, it is likely to be used to get the task done quickly.
  • Reporting capabilities: For visibility and governance management. Highly customizable.
  • Identity-based activity tracking: Provides activity identity-tracking capabilities, so that it is easy to see what is being done with credentials that have been issued.
  • Access credentials: Our proactive process maintains active credentials which is time bound triggered.

Easy Verification is built to help you balance compliance and risk without sacrificing customer service or cost.