All About Audits
The following page is for informational and educational purposes only. It is not legal advice and it does not create an attorney-client relationship with our clinic. If you need help please Contact Us.
Did you get a letter from the IRS that says “CP75” or“CP75A” notice in the top right corner?
Did you get a letter from the IRS that says “Leter 525,” “General 30-Day Letter,” or “915, Examination Report Transmittal” in the top right corner?
The IRS is letting you know that they are going to audit you. They are asking you for documents that you need to send to them.
An “audit” is a review tool that the IRS uses to check if a person correctly filled out information on a tax return. During an audit, the IRS asks for documents and proof for different parts of the tax return. If the IRS audits you, then you must give the IRS this information. If you do not provide this information to the IRS, the IRS might tell you to pay additional taxes, fees, and interest. Sending your proof documents into the IRS by responding to your audit notice is the best way to make sure that the IRS does not tell you to pay more tax.
The IRS is letting you know that they checked your tax return and want to make some changes. The IRS will send you a report with this letter showing what changes the IRS wants to make to the amount of tax you owe.
These changes might change how much tax you owe or the credits you claimed. Read the report and decide if you agree with the IRS. If you disagree, you only have 30 days to tell the IRS you don’t agree with the change in your taxes. This is an “appeal.” To schedule your appeal with the IRS, follow the instructions and the end of the letter.
After you schedule your appeal with the IRS, call us at the tax clinic to help. In your voice mail, let us know the time and date of your appeal. Give us copies of all mail that the IRS sent you.
Did you not respond to either of these letters, and now the IRS sent you a new tax bill?
You may be able to request an “audit reconsideration.” This is a tool that reopens your audit so that you can disagree with the IRS.
You can request an audit reconsideration if:
You have new information to show the IRS about the audit of your income or expenses.
You disagree with the tax the IRS says you owe.
You never appeared for the audit appointment or sent the IRS your information
You moved and never got the IRS’s audit report.
How do I request an audit reconsideration?
You don’t need to complete a special form - just a letter explaining your request for audit reconsideration. Be clear about which changes you want the IRS to consider.
You should include:
You have new information to show the IRS about the audit of your income or expenses.
You disagree with the tax the IRS says you owe.
You never appeared for the audit appointment or sent the IRS your information
You moved and never got the IRS’s audit report.
Send this letter to the address of the last IRS letter you have received.
If you need more help or have any questions, call us at (503) 295-9499. In your voice mail let us know your first and last name, phone number, what letters the IRS sent you, and what steps you have taken to fix your tax problem.