The IRS recently announced an expansion of its Business Tax Account (BTA), extending access to tax-exempt organizations, along with partnerships and government entities. This update is part of a broader effort to modernize how organizations interact with the IRS by offering more convenient, digital-first tools.
“Many nonprofit organizations are used to reacting to IRS communications rather than having real-time visibility into their tax profile,” said Andy Maffia, Partner at Aldrich. “This platform creates an opportunity to be more proactive, strengthen oversight, and reduce some of the administrative friction that finance teams have managed for years.”
For nonprofit leaders and finance teams, this represents a meaningful shift from traditional IRS interactions, which have largely relied on mailed notices, manual recordkeeping, and time-intensive phone support.
What’s Different and Why It Matters
Historically, many tax-exempt organizations have had limited real-time visibility into their IRS account information. Tasks like confirming balances, retrieving notices, or validating filings often required waiting for mailed correspondence or working through practitioner channels.
The Business Tax Account changes that dynamic by providing direct, on-demand access to key information in a centralized platform. This can:
- Reduce administrative delays and uncertainty
- Improve visibility for leadership and finance teams
- Support stronger internal controls and documentation
- Help organizations respond more quickly to IRS notices or compliance requests
For nonprofits managing audits, grant reporting, or board-level financial oversight, having timely access to accurate tax data can support better governance and decision-making.
What You Can Do in the Platform
The Business Tax Account is a secure, online tool that allows authorized users to:
- View tax balances and payment history
- Make payments directly
- Access select IRS notices digitally
- Review certain transcripts, including payroll-related filings
- Request a tax compliance check
- Confirm your organization’s legal name and address on file
Getting Started
Eligible organizations can explore and register here.
As you consider adoption, it is important to evaluate who should have access and how the platform fits into your existing financial processes and internal controls.
How Aldrich Can Help
Aldrich’s nonprofit team supports organizations beyond compliance and financial reporting, offering a full range of services from nonprofit financial advisory to audits, reviews, and compilations to help meet both compliance requirements and broader financial goals.
As part of our tax planning and compliance services, we also help organizations improve reporting processes, strengthen internal controls, and navigate evolving IRS requirements, including evaluating how tools like the Business Tax Account can be implemented and used effectively.
