A complete copy helps the team see what the agency is asking. The notice handoff checklist is an intake aid, not an agency response or a decision about the letter.
Send the complete letter securely
Keep the original and upload clear copies of every page through Canopy, including reverse sides that contain text. Include the envelope if available. Add related correspondence, prior responses and payment proof if relevant. Use the checklist to explain what you have already done.
Flag dates directly
Copy any printed response date exactly as shown. Do not try to calculate a new deadline from this checklist. If the letter shows a response date, or you are unsure how urgent it is, call the office as well as uploading the records. The public one-business-day response commitment is not a substitute for a deadline check.
Wait for a clear next step
Do not assume that sending the file means the team has checked it or agreed to respond to the agency. Ask who is handling the matter and what is needed next. A person must examine the letter, verify the relevant dates and confirm the scope of the work.
Use Pay Your Taxes for agency-payment resources only after the payment and its purpose are clear. An office invoice and an agency letter are different matters.
Download the companion checklist
Download: IRS or state letter: what to send us (PDF). Fill it in digitally or print it, then upload any completed sheet and records through Canopy. The download supplements, rather than replaces, the current organizer or preparer request.
Frequently asked questions
What should I send when I receive an IRS or state letter?
Send every page securely through Canopy, plus relevant earlier correspondence and any payment proof. Keep the original and flag a printed response date directly to the office.
Does uploading a letter mean the firm will respond to the agency?
No. Ask the team to confirm receipt, the person handling it and the agreed next step. A person must check the letter and relevant dates.
Questions about your next step?
Kalish & Associates, P.A. is a Maryland family CPA firm serving clients nationwide. Call (410) 654-5770, use the Canopy Client Portal for private documents, or contact the team to book a time with our team. Do not put tax documents, Social Security numbers or account numbers in the contact form or email.
General information only, not tax, legal or financial advice. Contact the team about your own situation.
Related resources: Client forms and checklists · More help · Client Portal · Got an IRS or state tax letter? What to do first · What a CP2000 notice means.
IRS or state letter: what to send us