FIELD NOTETaxFIELD NOTE · August 3, 2026
Received an IRS notice? Five safe first steps
Preserve the notice, identify the issue and response date, compare records, and obtain review before guessing.
What to do this week
- 1
Record the notice number and tax period.
- 2
Compare the notice with the filed return and payments.
- 3
Upload a complete, readable copy for review.
How to use this field note
Use the checklist to organize records and identify the question that needs attention. Confirm deadlines and federal requirements against the linked official source. State, local, entity-specific, and fact-specific rules may differ.
Educational informationThis ProTax resource helps you prepare and communicate. It is not a tax calculation, eligibility decision, legal opinion, or promise of a filing result.