IRS Notice Response Preparation Checklist

Use this checklist to organize the key information after receiving an IRS notice. Being prepared before you respond — or before consulting a professional — makes the process significantly more efficient.

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Notice Information

Understand the Issue

Gather Your Records

Assess Your Response Options

Before You Respond

Relevant guides

→ I Received an IRS Notice. What Should I Do First?
→ What Documents Should You Gather After Receiving an IRS Notice?
→ Should You Call the IRS Yourself or Work With a Tax Professional?
→ What Does IRS Representation Mean?
→ What Happens If You Ignore an IRS Notice?

Need help responding to an IRS notice?

IRS notices have deadlines. If you are unsure how to respond or whether the IRS's position is correct, a consultation with a CPA can help you understand your options before the deadline passes.

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Educational tool only. This tool does not constitute tax, legal, or financial advice. Results are general in nature and do not account for your specific circumstances. Consult a qualified tax professional for advice specific to your situation. No information entered here is stored or transmitted.