Authorization tracker
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IRS Authorization 2026 · Clients
Open a client to choose its PDFs, confirm its contact, and publish it to Financial Cents in one click. The coordinator then sends from FC.
| Client | Forms | PDFs chosen | Contact ticked | Published | PDFs checked in FC | Sent |
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IRS Authorization 2026 · Exceptions
Day 10 escalations, which go to an admin, come first. Click a row to work it.
| Client | Taxpayer | Form | Exception | Owner | Next action | Opened | Age |
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IRS Authorization 2026 · Closure report
Counts are rebuilt from each form's history, so every number can be traced to a row and to who moved it.
Users
Each person is an Admin, Coordinator, Licensed reviewer or Viewer. A new person gets a welcome link to set their own password. Changing someone's email or function signs them out everywhere. Anyone with actions on record is deactivated, never deleted, so their name stays on every record.
Outscore · IRS authorization tracker
Every IRS Form 8821 and 2848 for every monitored client lives here, one row per form, from publish to signed, reviewed, filed with the IRS or activated in TaxNow, and renewed on time.
Forms by stage · click a stage to filter
| Client | Taxpayer | Form | Signer · contact | Stage | Exception | Sent | Returned | QC | Uploaded | CAF | TaxNow |
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Internal tracking only. Rows start from the Financial Cents records tagged S IRSMON. The tracker reads Financial Cents to follow each form through to its return. It changes Financial Cents only when a coordinator or admin clicks Publish. It sends nothing to clients, the IRS or TaxNow: the coordinator sends to clients from Financial Cents. Stage names, exceptions and fields come from Outscore's client authorization workflow of November 6, 2026, with Orlando's changes since. This tracker covers Forms 8821 and 2848. TINs are kept as the last four digits. Monitoring is not taxpayer representation: Form 8821 is information-only, and Form 2848 work is a separate engagement.
Outscore · IRS authorization tracker · Workflow reference
Every IRS Form 8821 and 2848 for every monitored client lives here, one row per form, from publish to signed, reviewed, filed with the IRS or activated in TaxNow, and renewed on time.
Section 1
Section 2
Section 3
Where a person is needed
Ownership by step
The coordinator publishes from the client page in one click, then sends from Financial Cents. Step 7's record is made by the tracker; the coordinator owns the step and its exceptions. The tracker checks every PDF in FC and records the send from FC's date. Step 8 splits by form: a licensed reviewer takes the 2848 to the IRS, the coordinator takes the 8821 to TaxNow. Step 9 confirms the IRS accepted the 2848. Step 10 confirms TaxNow accepted the 8821 and shows it Active.
A completed FC task never means monitoring is active. Only step 10, confirmed in TaxNow, does.
Section 4
Exceptions, tracked separately
Section 5
One row per form. The approved secure registry is the single record of authorization status; FC is the work queue and file archive.
Below the fold · retires when the campaign closes
Roughly 80 ready-to-sign IRS forms (8821s and offered 2848s) go to Palmer clients through their Financial Cents portal, to be signed, checked, and uploaded by November 25. Clients print, sign in ink, and upload. We check them, then the work splits by form: Laura uploads each 2848 to the IRS and confirms it recorded at the CAF unit, and Carolina uploads each 8821 into TaxNow and confirms the client active. IRS processing and TaxNow activation finish after that on a follow-up queue. Nothing above this section depends on it.
Current campaign
Target dates are planning targets for the coordinator and admin, set to hit the November 25 closure. Licensed reviewers work from the queue as packets arrive; nothing here asks them to act at a fixed time. Ticks are saved in this browser.
Every form signed, checked, and uploaded by Tuesday, November 25.
Outscore · Orlando Saez and Carolina Misle-Olivier · November 6, 2026 · Status: Official
Source: Outscore Client Authorization Delivery Workflow (Codex, review revision 2, Nov 6, 2026) and IRS Monitoring Work Brief v4. This page is the short operating version. When the two disagree, the Codex workflow governs, except for Orlando's changes of November 6 and 7: this tracker builds the FC project, the coordinator adds each PDF and sends from FC, the tracker records the send from FC's date, licensed reviewers join the chase, a licensed reviewer uploads 2848s to the IRS, the coordinator uploads 8821s into TaxNow, and steps 9 and 10 confirm that the IRS and TaxNow accepted them. Form 7216 is outside this tracker. These changes override both sources.