New sign in options for the QI Portal

Kirsty Pitkin

October 4, 2022|1 Minutes

The IRS is updating its login procedures on a number of online applications. They will soon transition the Qualified Intermediary, Withholding Foreign Partnership, Withholding Foreign Trust Application and Account Management System (known as the QI Portal) to a new sign-in system that requires new users to register or sign in with, the current IRS credential service provider.

Existing users don’t need to take any action at this time. QI Portal users with an active IRS username may continue to sign in after the transition until further notice. In the future, existing users will be required to use the new sign-in system to access the QI Portal.

New users will be required to create an account prior to accessing the QI Portal. The account creation process will include verifying an email address, creating a password, and setting up multi-factor authentication to secure their account. will provide several ways in which an applicant can obtain a multi-factor authentication code, including obtaining a code by receiving a phone call or text message. Users will then consent for to share their email address with the IRS before accessing the QI Portal.

Source: New Sign-In Options for Users Coming Fall 2022 – IRS Qualified Intermediaries News Issue 2022-04 (3rd October 2022)

Kirsty Pitkin

Kirsty is the CEO of TConsult Ltd.

Kirsty is passionate about communicating in simple, accessible language that everyone can understand. She specialises in translating complex tax technical documents into a form that allows financial institutions to make more informed compliance decisions.