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! Partnership Audit and Adjustment Rules 

Reference this resource center to help you navigate through the new rules for partnership audits and potential considerations for operating agreements.

 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



    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.

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

    Reviewed May 25, 2017

    © 2017 Association of International Certified Professional Accountants. All rights reserved.