Reviewed and updated October 19, 2026
An organized response starts with the letter
An audit is a review, not an automatic finding of wrongdoing. The following steps help you prepare a clear response.
1. Verify the notice
The IRS initiates audits by mail. Verify unexpected contacts before sharing information.
2. Identify the scope
Mark the tax year, questioned items, and requested documents.
3. Calendar the response date
Keep the letter and deadline where you can track them.
4. Locate the filed return
Work from the actual return and its supporting schedules.
5. Organize your evidence
Group receipts and statements by the items under review.
6. Explain discrepancies honestly
Do not invent missing records. Discuss gaps with your adviser.
7. Use the specified delivery method
Follow the letter’s submission instructions and retain copies.
8. Keep delivery proof
Save confirmation that your response reached the IRS.
9. Request time promptly
Ask about an extension before the deadline; some statutory deadlines cannot be extended.
10. Consider authorized representation
You may represent yourself or use an eligible authorized representative.
11. Review the result
Understand proposed changes before agreeing. If you disagree, review available appeal rights and deadlines.
Your next step
Bring the notice, return, and supporting records to a consultation. Jacobwise can review the requested support and discuss the appropriate next step.
Official sources
This guide provides general information. Tax treatment depends on the year and your circumstances. Contact our team to discuss your situation.