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

Business IRS Examination Checklist

IRS Collection

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.

New! IRS Authorizations Quick Reference Guide 

Provides a summary of the various types of IRS authorizations, how and when each should be used, how to withdraw an authorization, and best practices/tips.

 New! IRS Collection Guidance and Resources

Have clients who owe the IRS? This one-stop shop contains the resources you need to help them obtain an agreement, deal with notices, liens and levies, and get the best outcome.


Checklists, Practice Guides, and Templates

Videos, Webcast Archives, and Other Media

Other Resources


External Resources



    Learning

    Self-Study


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    Reviewed May 25, 2017


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