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The word “audit” alone is enough to spike anyone’s blood pressure. This guide walks you through exactly what to do, in order, starting with the fact that 99.6% of returns are never audited at all, and most audits that do happen are resolved entirely by mail.
It identifies which of the 4 audit types you’re actually facing (correspondence, office, field, or a CP2000 notice) since each one calls for a different response. Then it covers the deadline rules that matter most, how to request an extension, and the golden rule of document gathering: send only what’s asked, nothing more. It closes with your 10 taxpayer rights, who to call and when (EA, CPA, tax attorney, or the free Taxpayer Advocate Service), the actual triggers that flag returns for audit, and a list of the mistakes that turn a manageable situation into a real problem.
The last two pages are a standalone, printable action checklist and quick-reference sheet, built to use in the moment, not just read once.
What’s inside:
Why most audits aren’t the disaster people imagine
The 4 audit types and what each one actually requires
Deadline rules and how to request an extension
Exactly which documents to gather, and which to leave out
Your 10 taxpayer rights under IRS Publication 1
Who can represent you, and when to call them
The real audit triggers, income side and deduction side
What NOT to do: the mistakes that escalate a problem
A printable action checklist + quick-reference sheet
Format: PDF, 6 pages
The word “audit” alone is enough to spike anyone’s blood pressure. This guide walks you through exactly what to do, in order, starting with the fact that 99.6% of returns are never audited at all, and most audits that do happen are resolved entirely by mail.
It identifies which of the 4 audit types you’re actually facing (correspondence, office, field, or a CP2000 notice) since each one calls for a different response. Then it covers the deadline rules that matter most, how to request an extension, and the golden rule of document gathering: send only what’s asked, nothing more. It closes with your 10 taxpayer rights, who to call and when (EA, CPA, tax attorney, or the free Taxpayer Advocate Service), the actual triggers that flag returns for audit, and a list of the mistakes that turn a manageable situation into a real problem.
The last two pages are a standalone, printable action checklist and quick-reference sheet, built to use in the moment, not just read once.
What’s inside:
Why most audits aren’t the disaster people imagine
The 4 audit types and what each one actually requires
Deadline rules and how to request an extension
Exactly which documents to gather, and which to leave out
Your 10 taxpayer rights under IRS Publication 1
Who can represent you, and when to call them
The real audit triggers, income side and deduction side
What NOT to do: the mistakes that escalate a problem
A printable action checklist + quick-reference sheet
Format: PDF, 6 pages