IRIS ACCESS PLAN

Organization: __________  Planned filing season: ______  Tax years: ______
Forms and expected volume: ____________________________________________
Who will transmit? portal team / own A2A software / provider
Transmitting organization and contact: ________________________________

Requirement | Responsible party | Evidence/reference | Remaining question
Organization role/channel | __________ | __________ | ________________
TCC application/maintenance | __________ | __________ | ________________
Individual authorized access | ________ | __________ | ________________
API Client ID if applicable | _________ | __________ | ________________
Schema/version if applicable | _______ | __________ | ________________
ATS obligations if applicable | ______ | __________ | ________________
Source conversion/import | ___________ | __________ | ________________
Corrections/replacements | ___________ | __________ | ________________
Acknowledgment retrieval | ___________ | __________ | ________________
Record retention/export | ____________ | __________ | ________________

Provider questions (if used):
Accepted input formats: _______________________________________________
Supported forms/tax years/correction scenarios: ________________________
How receipt IDs and detailed outcomes are delivered: ___________________
Records available if provider relationship ends: ______________________

Planning assumptions still unverified: ________________________________
Decision and next implementation step: ________________________________
Do not store passwords, private keys, tokens, or PINs in this worksheet.