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Trace: • ASCENDER - Roll Balances Supplement • Connection
finance:utilities:iris:connection

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finance:utilities:iris:connection [2026/01/16 15:31] – emorenofinance:utilities:iris:connection [2026/01/16 16:16] (current) – emoreno
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 //**Finance > Utilities > IRIS > Connection**// //**Finance > Utilities > IRIS > Connection**//
  
-<WRAP round intro>ASCENDER interfaces with the IRS Information Returns Intake System (IRIS) system to allow authorized users to transmit information returns directly to the IRS via the Application-to-Application (A2A) transmission method. Through the A2A transmission method, users can perform the following:  +{{page>general:iris:connectionbody}}
-  * Electronic filing of information returns +
-  * Submit transmissions directly from their application to the IRIS application +
-  * XML Format +
-  * Bulk filing +
-  * Corrections and Automatic Extensions +
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-This utility is used to set up information that will be used when connecting and transmitting information to the IRS IRIS application via the Application to Application (A2A) method. +
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-For more information about using IRIS, refer to the IRS E-file information returns with IRIS webpage at: https://www.irs.gov/filing/e-file-information-returns-with-iris +
-</WRAP> +
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-====Set up connection information:==== +
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-VCV Under **Calendar Year**, the year populates the from **School Year** set on the [[finance:tables:districtfinanceoptions:financeoptions|Finance > Tables > District Finance Options > Finance Options]] tab and must exist in District Administration > Tables > District Information. +
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-VCV Under **IRIS Settings**: +
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-^ Field                                        ^ Description   ^  /*Table with two rows*/ +
-^Transmitter Control Code|Type the five character alphanumeric Transmitter Control Code (TCC) that identifies the business transmitting the electronic information return. This field is required.\\  \\  <WRAP box>**Note**:  An IRIS TCC is required before you can electronically file through IRIS and is **not** the same as a FIRE TCC.  For additional information about applying for a TCC, refer to the IRIS Application for TCC webpage: https://www.irs.gov/tax-professionals/iris-application-for-tcc.</WRAP>| +
-^A2A Client ID|Type the IRIS Application to Application (A2A) Client ID. This field is required.\\  \\  The IRIS A2A Channel uses the Application Program Interface (API) Client ID to authenticate and authorize access to IRIS A2A services. You can retrieve your IRIS Client ID in the IRS API Client ID Application on the IRS Application Summary page.| +
-^User ID|Type a complete IRIS User ID. This field is required.\\  \\ A full IRIS user ID must be entered to generate access tokens. You can retrieve your complete user ID from the IRS A2A Setup Complete page.|  +
-^Key Identifier|Type the key the client used to sign the JSON WEB TOKENS (JWT). This field is required. | +
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-VCV Under **Contact Information**, enter contact information for an individual who will be available for inquiries from the IRS on a daily basis. Per IRS, the contact listed on the application does not have to be the individual listed as the contact on the information return. +
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-^First Name|Type the contact's first name. This is a required field. | +
-^Middle Name|Type the contact's middle name. | +
-^Last Name|Type the contact's last name. This is a required field.  | +
-^Phone Area Code|Type the contact's three-digit phone area code. This is a required field.   | +
-^Phone Nbr|Type the contact's seven-digit phone number. This is a required field.    | +
-^E-mail|Type the contact's e-mail address. This is a required field.  | +
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-VCV Click **Save**. +
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-====Other functions and features:==== +
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-^Retrieve|{{page>general:retrieve}}|  +
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finance/utilities/iris/connection.1768577505.txt.gz · Last modified: 2026/01/16 15:31 by emoreno

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