IRS Tax Notice, Tax Return Audit, and Audit Appeals

by | Nov 14, 2018 | Top Accounting Tutorials | 0 comments

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IRS Tax Notice, Tax Return Audit, and Audit Appeals

Did you get one of those scary audit notices from the IRS in your mailbox? The good news is that you are not alone. Every year, the IRS mails millions of letters to taxpayers.

Did you get one of those scary audit notices from the IRS in your mailbox? The good news is that you are not alone. Every year, the IRS mails millions of letters to taxpayers.

Don't Panic Audit Not the Titanic

Don't Panic Audit Not the Titanic

The information below will help you prepare for an IRS tax audit and guide you through the Audit Appeal and Audit Reconsideration process. You will also find out how the IRS contacts taxpayers so you will know whether you’re communicating with an IRS agent or a scammer. 

The information below will help you prepare for an IRS tax audit and guide you through the Audit Appeal and Audit Reconsideration process. You will also find out how the IRS contacts taxpayers so you will know whether you’re communicating with an IRS agent or a scammer. 

Why Did I Receive an IRS Notice?

Why Did I Receive an IRS Notice?

What Do I Do If Received an IRS Tax Notice?

What Do I Do If Received an IRS Tax Notice?

How Do I Prepare for a Potential IRS Audit?

How Do I Prepare for a Potential IRS Audit?

How Does the IRS Contact Taxpayers?

How Does the IRS Contact Taxpayers?

You may receive an IRS notice for one or more of the following reasons: 

You may receive an IRS notice for one or more of the following reasons: 

If you received an IRS tax notice, you should do the following tasks: 

If you received an IRS tax notice, you should do the following tasks: 

You should not do the following in response to an IRS audit notice: 

You should not do the following in response to an IRS audit notice: 

It is most likely a tax scam. The IRS only sends notices and letters via mail. They do not contact taxpayers via email, social media, nor phone asking for personal or financial information (or demanding tax payments). If you receive any of these fake notices, report them to the IRS.

It is most likely a tax scam. The IRS only sends notices and letters via mail. They do not contact taxpayers via email, social media, nor phone asking for personal or financial information (or demanding tax payments). If you receive any of these fake notices, report them to the IRS.

If you are already in the midst of an audit, absolute compliance is the best way to help your situation. Making things easier for the auditor shows that you have nothing to hide and that you want to get the process over with as soon as possible.

If you are already in the midst of an audit, absolute compliance is the best way to help your situation. Making things easier for the auditor shows that you have nothing to hide and that you want to get the process over with as soon as possible.

If you are selected for an audit and the auditor determines an increase in your tax liability, you are entitled to an audit appeal. The IRS will send you a letter that explains the adjustments made to your tax return. The letter will also inform you of your right to meet with an Appeals officer and how to contact the officer. You must bring supporting documentation to your appeals conference with an Appeals officer.

If you are selected for an audit and the auditor determines an increase in your tax liability, you are entitled to an audit appeal. The IRS will send you a letter that explains the adjustments made to your tax return. The letter will also inform you of your right to meet with an Appeals officer and how to contact the officer. You must bring supporting documentation to your appeals conference with an Appeals officer.

efile.com offers free audit assistance for any tax returns you prepare and efiled on efile.com. Please contact efile.com and provide details about the audit so we can help you. On your personal, secure support page, you can attach a copy of the IRS and/or state notice you received so we can help you understand what the notice is requesting from you.

efile.com offers free audit assistance for any tax returns you prepare and efiled on efile.com. Please contact efile.com and provide details about the audit so we can help you. On your personal, secure support page, you can attach a copy of the IRS and/or state notice you received so we can help you understand what the notice is requesting from you.

If you need a copy of your tax return to prepare for an audit, sign into your efile.com account, click on “My Account” on the upper right corner, and click the appropriate link to download your return in a .PDF format.

If you need a copy of your tax return to prepare for an audit, sign into your efile.com account, click on “My Account” on the upper right corner, and click the appropriate link to download your return in a .PDF format.

If you have purchased the ProtectionPlus Audit Assistance service on efile.com during the preparation of your tax return, you will receive the following services for three years after the filing deadline of the tax year you efiled your tax return, including, but not limited to:

If you have purchased the ProtectionPlus Audit Assistance service on efile.com during the preparation of your tax return, you will receive the following services for three years after the filing deadline of the tax year you efiled your tax return, including, but not limited to:

If you purchased this tax audit assistance plan, please call 866-942-8348 for further assistance or contact efile.com with your tax audit questions.

If you purchased this tax audit assistance plan, please call 866-942-8348 for further assistance or contact efile.com with your tax audit questions.

If you did not efile your return on efile.com, please get a copy of your tax return in preparation of a tax audit.

If you did not efile your return on efile.com, please get a copy of your tax return in preparation of a tax audit.

There are many preventative steps that an individual can take to be prepared for a potential tax audit. The most important thing to do to prepare for a potential audit is to keep good records. Good records allow you to easily organize and accurately calculate your tax return. Good records also supply the physical proof for all and any unusual deductions. Don’t forget to print and/or save a PDF copy of your tax return for your tax records.

There are many preventative steps that an individual can take to be prepared for a potential tax audit. The most important thing to do to prepare for a potential audit is to keep good records. Good records allow you to easily organize and accurately calculate your tax return. Good records also supply the physical proof for all and any unusual deductions. Don’t forget to print and/or save a PDF copy of your tax return for your tax records.

On efile.com, you can print your completed and IRS accepted tax return(s) at anytime. Here’s how:

On efile.com, you can print your completed and IRS accepted tax return(s) at anytime. Here’s how:

If you efiled your previous year’s tax return on efile.com, you will be able to import this data into your new tax return. For example, during the current tax season you will be able to import the previous year’s tax return data into your new tax return. It is in your personal interest and it is very helpful to have your previous year’s return available when you start to prepare your tax return. It might also be helpful to have copies of your tax returns from earlier years handy in case there are any questions or if you need to provide documentation for schools, banks, etc.

If you efiled your previous year’s tax return on efile.com, you will be able to import this data into your new tax return. For example, during the current tax season you will be able to import the previous year’s tax return data into your new tax return. It is in your personal interest and it is very helpful to have your previous year’s return available when you start to prepare your tax return. It might also be helpful to have copies of your tax returns from earlier years handy in case there are any questions or if you need to provide documentation for schools, banks, etc.

You can get a copy of your tax returns in preparation of a tax audit from the IRS and/or state tax agency.

You can get a copy of your tax returns in preparation of a tax audit from the IRS and/or state tax agency.

Read these facts on how the IRS contacts taxpayers so you do not become an identity theft victim of a scammer pretending to be an IRS agent: 

Read these facts on how the IRS contacts taxpayers so you do not become an identity theft victim of a scammer pretending to be an IRS agent: 

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