🧾 Tax preparation template
IRS notice response template
A checklist for responding to an IRS or state tax notice: the full notice, supporting documents and the facts needed to draft a response before the deadline printed on the letter.
Free. Once it's in your account you can rename it, add or remove items, and change anything.
- Each job is named
- "Tax notice response"
- Usually repeats
- As needed
Ask the client for
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Every page of the notice, front and back
Including the envelope date if the notice is undated.
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Documents supporting the item in question
For example the missing 1099, a receipt, or proof of a payment.
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Any earlier letters about the same issue
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Signed Form 2848 (power of attorney)
So we can speak to the IRS on their behalf.
Your steps
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Review the notice and draft a response
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Send the response before the deadline
Tips
- Put the response deadline from the notice in the due date so the timeline shows exactly how long is left.
How it works with Follow Up With
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1
Make it yours
Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.
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2
Start it for a client
Start a job for any client in one click. The list is ready; you just pick who it's for.
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3
The assistant does the asking
Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.
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Let the assistant do the asking
Add a template, start it for a client, and Follow Up With emails them the list, reminds them until it's done, and checks the files they send.
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