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Go Paperless (New Account)

The Go Paperless option allows you, as an Account Manager (AM), to choose whether to receive all correspondence electronically or via the mail.

When you opt in to Go Paperless, letter notifications will be sent to you via email. Current Account Designees (ADs) will be copied on the email. AMs and ADs must complete the ID proofing and multi-factor authentication (MFA) process and log in using MFA to view the letters.

You may manually enter one additional email address to receive letter notification emails.

Notes: Once the Go Paperless option is set for an account, no further outgoing recovery letters will be mailed for demands associated with the account. Letters may be sent by mail for paperless accounts if the demand is not yet available for viewing on the portal.

The Go Paperless option affects mailing to all TINs associated with this account. For more information on this, see the help page for the TINs Associated to Account ID page.

FieldDescription
Go Paperless checkboxClick this checkbox to opt in to Go Paperless or leave unchecked if you do not want to go paperless.
Note: When this box is checked, the fields for Paperless E-mail Address and Re-enter Paperless E-mail Address are enabled.
Account Manager E-mail AddressDisplays the email address for the AM associated with the account.
Paperless E-mail AddressEnter an additional email address that you want to be copied on the letter notification emails. Optional.
Re-enter Paperless E-mail AddressRe-enter the additional email address that you want to be copied on the letter notification emails. Optional.

Click Previous to return to the Account Manager Login Information page.

Click Continue to proceed to the Account Summary Information page.

Click Cancel if you would like to cancel the account setup process; all data will be lost.