IRIS APPLICATION READINESS

Organization label: __________  Coordinator: __________  Target start: ______
Authoritative firm record location: ___________________________________
Existing IRIS application/owner checked with: _________________________

[ ] EIN and legal name verified in controlled business records.
[ ] Business structure confirmed.
[ ] DBA, physical/mailing addresses, and phone information ready.
[ ] Intended organization role and transmission method agreed.
[ ] Expected forms and tax years listed.
[ ] Required participant roster checked for business structure.

Person | Proposed role(s) | Required details ready? | Individual access ready? | Availability/next action
_______|__________________|_________________________|__________________________|________________________

Do not place SSNs, dates of birth, passwords, or PINs in this worksheet.
Use the organization's controlled process for required personal information.

[ ] Each required RO can complete their own signature.
[ ] Last-signature target scheduled.
[ ] Provider/customer responsibilities confirmed if using a provider.
[ ] Unresolved questions assigned before application entry.

Issue | Assignee | Next action | Target date
______|__________|_____________|____________

Ready to begin: yes / pending
Official application: https://www.irs.gov/tax-professionals/iris-application-for-tcc