Approve Data Transfer Authorization Request on IRS.gov

If you selected Option 2: Allow IRS data transfer for your income verification method and authorized Blackbaud to receive your tax information directly from the IRS, you will receive an email from Halcyon after submitting your application with instructions to approve the data request.

Note: The IRS data transfer option is only available if a selected school is using Financial Aid Management's IRS integration. For more information on manually uploading documents, see Submit Application Documents.

Email sender: Halcyon Solutions (taxwallet@halcyonsw.com)

Subject: Important: Action Required for Your Financial Aid Application with BLACKBAUD

Generate and approve the Tax Information Authorization (TIA) request:

1. Open the email and select the Access Secure Borrower Portal link.

2. Follow the prompts to create or sign into your ID.me account.

   Note: The IRS uses ID.me for secure authentication and identity verification. For more information, see the ID.me help center.

3. Follow the prompts to generate the request.

4. Once you locate the request under Power of Attorney and Tax Information Authorizations, select Approve/Reject.

 

Tip: The request will display Mcgowan, James or Boonin, Elizabeth as the Requestor. Both are authorized by the IRS for this integration.

5. Select both checkboxes, then select Approve Request.

Tip: When finished, check your Documentation page in Financial Aid Management for any outstanding document requirements.