IRIS ACCESS MAINTENANCE

Organization: __________  Review date: ______  Reviewer: _______________
Controlled application record: ________________________________________
Official entry point: https://www.irs.gov/tax-professionals/iris-application-for-tcc

PERIODIC REVIEW
[ ] Authorized users still hold the appropriate responsibilities.
[ ] Business/contact information compared with current records.
[ ] Filing role and channel still match the actual arrangement.
[ ] Authorized successor can find procedures and filing records.
[ ] Prior application updates and required signatures completed.
[ ] Software Developer annual work assigned if applicable.

STAFF OR BUSINESS CHANGE
Change identified: __________  Effective date: ______
Required follow-up date under applicable guidance: _____________________
Departing/changing person and role: ___________________________________
Successor and proposed responsibilities: _______________________________
Person authorized to perform the application update: ___________________

[ ] Appropriate application/roster update performed.
[ ] Saved details and any required signatures reviewed.
[ ] Successor uses their own authorized access.
[ ] Procedures, provider contacts, and record locations transferred.
[ ] Unresolved filing/account issues assigned.
[ ] Separate business/IRS records updates considered where needed.

Update evidence reference: ______  Remaining action: ___________________
Operational handoff completed by/date: ________________________________
Next periodic review: __________________________________________________
No passwords, private keys, PINs, or personal TINs belong in this worksheet.