TRV Provider allows easy processing of IRS transcript requests. However, after you batch orders within TRV Provider to be sent to the IRS, you may discover a transcript request is no longer needed.
To cancel a form request that you have previously approved, use the Search field to locate the order. You can also use the View Previous Batches link to locate orders that have been approved.
Double click on the order to open and view the form requests associated with it.
Within the Order Details screen, select the Cancel Form button to delete this form request.
Enter the reason for the cancellation and click Send Message.
Please note: Cancelling a form that you have already sent to the IRS does not cancel it on the IRS’ side. Contact your IVES representative to cancel an order that has been sent to the IRS.
The system will prompt you to approve or decline a price change. Price changes will be reflected in the Price field, as well as in the user’s SharperLending account.
