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Client Resource

IRS & California Tax Notice Checklist

Do not ignore a tax notice. Gather the complete record before responding.

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Checklist

  • Every page of the notice or letter
  • Envelope or date received if timing matters
  • Tax year and tax type involved
  • Copy of the originally filed return
  • Amended returns, if any
  • Payment confirmations and canceled checks
  • Prior correspondence with the agency
  • W-2, 1099, K-1 or other forms relevant to the issue
  • Supporting accounting or deduction records
  • Power of attorney or authorization documents, if already executed
  • Any stated response or petition deadline
This resource is general information, not legal advice, and is not a substitute for review of your specific facts. Tax laws and agency procedures may change.