How To: Pull Transcripts

1. Navigate to the 'Documents' tool. 
   1. The Documents tool allows you to pull real-time employment tax transcripts and business transcripts to review the activity on your account.
2. Select 'Request New Transcript'
3. Choose 'Tax Account Transcript' (ACTR)
   1. This can be changed to whichever type you prefer.
4. Select Tax Period '2020' and/or '2021'
   1. This selection can depend on which year(s) you are reviewing.
5. Select the form from the dropdown (Ex: Form 941)
6. Select 'Request New Transcript'

That's all there is to it!  If you have any additional questions, please see our related articles or reach out to us via live chat.