Accountants · Example workflow
Prepare the response to a client’s tax notice
Trace the amounts a notice questions and draft a response with supporting documents.
Example request
A client received a notice about an income mismatch on last year’s return. Read the notice PDF, match the amounts it cites to the return and the source documents in their folder, and explain where the difference comes from. Draft a response letter and a checklist of supporting documents for my review.
How the agent works through it
- Read the notice and identify each amount it questions.
- Trace those amounts through the return and source documents.
- Draft an explanation, a response letter, and a supporting-document checklist.
What comes back
A clear account of the discrepancy and a response package ready for your review.
What needs your approval
You decide what the response says and whether it goes out. Nothing is filed, sent to a tax agency, or paid without approval.
Sharing with others
Bring in the preparer who handled the return, with the notice and workpapers attached.