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UNITED STATES · TAX GUIDE

IRS notice checklist: what to do next

Read the notice number, tax year, proposed action and response deadline before responding to an IRS letter. Compare it with your return and records, verify the contact through IRS.gov and keep a copy of every response. Some notices require action; others provide information.

By Cavait · Updated October 4, 2026 · Content standards

Short answerRead the notice number, tax year, proposed action and response deadline before responding to an IRS letter. Compare it with your return and records, verify the contact through IRS.gov and keep a copy of every response. Some notices require action; others provide information.

THE ANSWER IN PLAIN LANGUAGE

Read the notice number, tax year, proposed action and response deadline before responding to an IRS letter. Compare it with your return and records, verify the contact through IRS.gov and keep a copy of every response. Some notices require action; others provide information.

WHAT TO KEEP IN MIND

  • ✓ Find the notice number and tax year
  • ✓ Record any response or payment deadline
  • ✓ Compare the issue with the filed return
  • ✓ Verify suspicious contact using official IRS channels

WHAT MATTERS

Organize the facts before choosing the tax answer.

These are the parts of the situation most likely to change the work.

01

Understand the request

Identify what changed, what information is requested and whether a response is required. Do not assume every letter is a penalty or an audit.

02

Prepare the evidence

Keep the relevant return, statements, payment records and previous correspondence together. Retain the notice and a copy of anything you send.

03

Get appropriate representation

A disputed amount, examination or appeal can require an authorized professional. Representation and disclosure permissions must be established before someone acts for you.

COMMON QUESTIONS

Answers you can scan.

Should I ignore an IRS notice I disagree with?+

No. Review its response instructions and deadline. Gather the records supporting your position and use the appropriate response process.

Can any tax platform represent me before the IRS?+

No. The representative must have the applicable authority and authorization. Cavait confirms professional coverage and engagement scope before representation work.

VERIFY WITH THE SOURCE

Tax rules, forms and deadlines change. These links go to the relevant government tax authority. This guide is general information, not personalized tax or legal advice.

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