Receiving a notice from the IRS can feel intimidating. This guide walks you through the exact steps to collect evidence, craft a response, and stay compliant with the 30‑day or 90‑day deadline.
1. Identify the Letter Type
- 30‑Day Letter – Typically a request for clarification or missing documents.
- 90‑Day Letter – Often a notice of intent to levy or assess additional tax.
2. Assemble Required Records
Use our premium checklist to gather:
- Original invoices, receipts, and bank statements.
- Payroll logs, W‑2/1099 filings, and employee contracts.
- Prior year tax returns and supporting schedules.
3. Draft a Precise Response
Your response should include:
- Letter reference number and tax period.
- Clear statement addressing each IRS query.
- Attached supporting documentation (indexed).
- Contact information for follow‑up.
4. Submit on Time
Mail certified with return receipt, or submit electronically via the IRS portal. Keep a copy of the envelope and tracking number.
5. Follow‑Up & Escalation
If you do not receive acknowledgment within 7 days, call the IRS toll‑free number listed on the notice. Consider engaging a qualified tax attorney for 90‑day levy threats.