Representation & Examinations

Representation & Examinations 

This page contains guidance, practice aids, tools, and educational resources to help you plan, manage, and execute representation engagements (audits, appeals, collection issues, and more).

Additional guidance and resources to assist members in IRS administrative challenges (such as guidance on resolving account discrepancies and common IRS notices, and best practices to contact the IRS) can be found on our IRS Procedure and Tax Administration page.

 Join the Tax Section today to gain access to these resources along with other benefits.


Featured Resources

ID theft

ID theft

ID theft

IRS Representation Log

Use this template to document all correspondence between you and the IRS. You can customize this spreadsheet for your firm.

Letter to Advise Clients on Partnership Audit Changes

Use this template letter to inform your partnership clients about the changes and advise them to contact you for additional guidance. 

Business IRS Examination Checklist

This in-depth 18-page checklist will help you effectively navigate office and field audits for your business clients; it's available in a fillable PDF format.


Checklists, Practice Guides, and Templates

Videos, Webcast Archives, and Other Media

Other Resources

External Resources


Learning

Self-Study

In-Person

  • AICPA National Tax Conference, Nov. 14-15, 2016 (Washington, D.C.): During our flagship 2016 National Tax Conference, hear from prominent tax experts who have unparalleled insights about our ever-changing tax landscape. This conference is also available online.

This symbol identifies tools and resources available exclusively for Tax Section members. When accessing premium member-only content within the Tax Resource Library, you will be prompted to enter your user ID and password to validate your Tax Section membership.

Save

Unable to find the resource you're looking for? Recommendation button

Copyright © 2006-2016 American Institute of CPAs.