IRS or state letter: what to send us

By Jacquelyn Kalish, CPA

This checklist helps the team receive a complete letter. It does not determine a response deadline or authorize a response to an agency.

How to use

Keep the original. Upload clear copies of every page, front and back, through Canopy. Call the office if the letter shows a response date or you are unsure about urgency.

Download IRS or state letter: what to send us (PDF)Client Portal

Information to have ready

  • Agency and tax year shown
  • Date on letter / date received
  • Response date printed on letter (copy exactly; do not calculate)

Records or task checklist

  • Every page of the notice, including blank-looking reverse sides with text
  • Envelope, if available
  • Earlier letters or responses about the same matter
  • Related return pages or records requested by the team
  • Payment proof, if relevant (upload securely)
  • Short note about action already taken

Do not assume an upload has been seen or that the firm has agreed to respond. Call (410) 654-5770 to flag a date-sensitive letter.

Related resources

General information only; not tax, legal or financial advice. Contact the team about your situation.