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IRS Audit

IRS Audit Help When You’re Not Sure What the IRS Is Asking For

You received a letter from the IRS. Now you are looking at tax returns, receipts, financial records, and requests for information without knowing exactly what matters. Start with the audit request itself.

Understanding the tax year, issues being examined, and information requested can turn an undefined problem into a situation you can begin to address. On Tax helps you make sense of what is being reviewed so you can focus on the information that actually needs your attention.

Understand What the IRS Is Examining

An IRS examination may focus on particular items or information associated with a tax return rather than every part of your financial history. The important questions are:

  • What tax year is involved?
  • What income, expenses, deductions, or other items are being examined?
  • What information has the IRS requested?
  • Which of your records relate to those issues?

Once the scope is clearer, you can stop treating the audit like one large, undefined problem and start focusing on the specific matters under review.

Organize the Tax Records Related to Your IRS Audit

Identify the Documents the IRS Is Requesting

Start with the records connected to the specific items and tax period being examined instead of assuming you need to provide every financial document you have.

Bring Receipts and Supporting Tax Records Together

You may have saved the receipts. You may have the statements. The information may simply be scattered across different places.
Organizing the relevant records makes it easier to understand what documentation is available.

Connect Your Records to the Issues Being Examined

Receipts, statements, business records, and other supporting information become more useful when you can connect them to the specific items under review.

Identify Gaps That Need Your Attention

If something is missing or unclear, identifying the gap early helps you understand what needs attention before moving forward.
The goal is not simply to collect more paperwork.
It is to turn scattered records into information you can understand in the context of the examination.

A Clear Process for Addressing an IRS Audit

Review the IRS Communication

Determine whether the communication concerns an audit or another IRS matter and identify what the IRS is requesting.

Define What Is Being Examined

Identify the tax period and issues involved so you know where to focus.

Organize the Relevant Information

Bring together the tax records and supporting documentation connected to the examination.

Determine What Needs Attention

Identify what information is available, what may be missing, and what requires action based on the IRS request.

What If Your Business Records Are Not Organized?

OnTax

You may be looking at an IRS letter, an old tax return, receipts, and financial records without knowing where to start.
Start by making the situation clearer.
Understand what the IRS is examining. Identify the records that matter. Organize the information connected to the request. Know what needs your attention next.
Turn an uncertain IRS audit into a situation you can understand and address.