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Professional IRS response letter templates and post-filing resolution tools
The
Checkpoint IRS Response Library from Thomson Reuters allows you to quickly respond to IRS notices confidently and provide IRS representation for your clients in many types of engagements. You can quickly search by notice number or topic to respond to the IRS and clients using a variety of tax resolution tools, including scripts, response documents and practice aids. The Library includes expanded coverage of penalties including first time penalty abatement and taxpayer advocate services.
- Covers more than 500 IRS notices, forms, and letters
- Offers real-world expertise in 59 chapters
- Updated quarterly by CPAs who used to work for the IRS
IRS notices continue to be on the rise as the IRS shifts to enhance the taxpayer experience through the creation of online accounts; where taxpayers can independently resolve their issues.
Effectively respond to IRS notices for your tax clients
If your client receives a notice, they are likely to turn to you as their trusted advisor for guidance. With Thomson Reuters
Checkpoint IRS Response Library, you can simply search by notice number or topic to respond to the IRS and your clients using a variety of tax resolution tools. These tools include scripts, response documents and practice aids. In addition, you can confidently generate a step-by-step workplan so that you can project billable hours and resolve the issue efficiently and effectively.
Checkpoint IRS Response Library helps you quickly identify and resolve the post-filing issues that arise all year-round. The Library includes:
- Step-by-step Workplans, from Beginning to End, that provides insight into the IRS’ internal procedural steps. Whether your client just received a notice or you’re looking to appeal an IRS decision, you’ll get specific guidance and instructions to handle the issue appropriately.
- Comprehensive IRS Notice and Form Database — Quickly look up a sample Notice or Form to see what your client received, with guidance on what it means and what steps to take.
- Issue-specific Questionnaires for Gathering Facts — Outline exactly what questions to ask to get to the point and eliminate back and forth with the IRS and your clients.
- Sample documentation for responding to the IRS — Responses and sample document sets, including forms, letters, analysis tools and workpapers, created by former IRS employees.
- Powerful Search Tool — Search by issue, notice/form name or number, or keyword to find answers fast.
- Projections for Billable Hours — Tools to help you effectively project billable hours.
- Links to Primary Law — Verify recommended response against IRS Code, Regulations and Publications.
Checkpoint IRS Response Library covers over 17 major areas:
- Audits
- Identity Theft
- Taxpayer Advocate Service
- Liens and Levies
- Offers in Compromise
- Installment Agreements
- Other Collection Alternatives
- Past-due Returns
- Return Corrections and Adjustments
- Spousal Issues
- Affordable Care Act
- Trust Fund Recovery Penalty
- Penalties (including accuracy-related, estimated tax, failure to file, failure to pay, failure to deposit, information return, and return preparer penalties)
- Engagement Agreements
- Client Consents
- IRS Account Research
- IRS e-Services Transcript Delivery System
IRS Response Library is available on Thomson Reuters Checkpoint™ — the leading online information resource for tax and accounting professionals
