Maintaining accurate records of communications with IRS is essential when representing a client (e.g., during an audit). For the process to run smoothly, tax practitioners must easily recall and check on previous interactions. Additionally, it is very important to note any IRS deadlines or requests. Being cooperative with the IRS can facilitate a more favorable outcome for your client.
Use this template to keep record of all information regarding each interaction and then save this document in your client’s file.