---
title: "How to Access Tax Transcripts"
slug: "how-to-access-tax-transcripts"
tags: ["Tax Transcripts"]
updated: 2026-10-21T20:07:30Z
published: 2026-10-21T20:07:30Z
canonical: "docs.cotality.com/how-to-access-tax-transcripts"
excludeFromSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Access Tax Transcripts

## Overview

Access Tax Transcripts in just a few clicks to support your borrower’s income verification.

---

## Access Tax Transcripts

**AutomatIQ® Borrower Portal**

Follow these steps to access Tax Transcripts on the **AutomatIQ® Borrower Portal**.

[Embedded content](https://app.storylane.io/demo/mhfqsk4lhhtd?embed=inline)

1. Visit the [AutomatIQ® Borrower Portal](https://automatiq.corelogic.com/welcome) and sign in using your credentials.
2. Click **Start a New Loan**.
3. Enter your **Loan Number**.
4. Select **Tax Transcripts**.

**Encompass® Desktop**

Follow these steps to access Tax Transcripts on **Encompass® Desktop**.

[Embedded content](https://app.storylane.io/demo/ieuj1qez6o54?embed=inline)

1. Sign in to Encompass® Desktop using your credentials.
2. In your **Pipeline**, select the appropriate loan from the list.
3. From the **Services** tab in the left-hand navigation bar, select **Order Verifications**.
4. Select **CoreLogic Tax Transcripts** from the **My Providers** tab in the Verifications popup.
5. Click **Submit** to launch the application.

**Encompass® Web**

Follow these steps to access Tax Transcripts on **Encompass® Web**.

[Embedded content](https://app.storylane.io/demo/5pq5xpewo16i?embed=inline)

1. Sign in to Encompass® Web using your credentials.
2. In your **Pipeline**, select the appropriate loan from the list.
3. From the **Services** menu in the left-hand navigation bar, select **All Services**.
4. Click **Order Service**.
5. From the **Order Service** popup, select **Verifications** in the **Categories** column, then choose **CoreLogic Tax Transcripts** in the **Providers** column.
6. Click **Next** to launch the application.

---

## Outcome

You can access Tax Transcripts in just a few clicks to support your borrower’s income verification.