IRS notice: five safe first steps

Preserve the notice, understand the due date, and gather facts before responding.

5 minute guide · Published and last reviewed September 3, 2026 · ProTax Editorial Team

Use this step-by-step checklist

1
Read the entire notice and record the notice number, tax period, response date, and requested action.
2
Compare it with the return, payment confirmation, or records involved.
3
Do not ignore it and do not send original records unless the notice specifically requires them.
4
Upload the notice securely for professional review when the issue is unclear or disputed.

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IRS notice: five safe first steps

Preserve the notice, understand the due date, and gather facts before responding.

5 minute guide · Published and last reviewed September 3, 2026 · ProTax Editorial Team

Use this step-by-step checklist

1
Read the entire notice and record the notice number, tax period, response date, and requested action.
2
Compare it with the return, payment confirmation, or records involved.
3
Do not ignore it and do not send original records unless the notice specifically requires them.
4
Upload the notice securely for professional review when the issue is unclear or disputed.