"IRS Letter 2202, IRS Audit Letter"

What Is an IRS Audit Letter?

Anyone who is required to file their yearly taxes with the Internal Revenue Service (IRS) may receive an IRS Letter 2202, IRS Audit Letter. However, for those who file their taxes with the most accurate information they have available, it is rare that this would occur. While this can be a very stressful experience, you will have the ability to fully contest each issue they mention. An IRS Audit Letter sample can be found through the link below.

An IRS Audit Letter will only arrive through the mail. It means that the IRS is asking to take a closer look at your tax return to check for errors. Once you receive this letter, you will need to send an "IRS Audit Letter Response" within 30 days of receiving the letter, to comply with their request and avoid penalties. It is also a good idea to work on your response with a tax professional who will be able to review your taxes, documentation, and help you prepare a response accurately.

ADVERTISEMENT

How to Respond to an IRS Audit Letter?

You will want to include the following information in your IRS Audit Letter response:

  1. The current date, your full legal name, and Tax Identification Number (TIN).
  2. Contact information (mailing address, residential address, phone number, and email address).
  3. Business or Employer Identification Number (EIN).
  4. The name of the IRS officer handling your case.
  5. Separate statements for each issue that the IRS has listed in their audit letter. For each of these statements, you will need to include supporting documentation, receipts, or other materials that support the claims or deductions you made on your tax return. You may need to describe some of the deductions in more detail, so you will need to be truthful in your response. It is also important at this time to carefully double-check your figures in each of these sections to ensure a mistake has not been made that could result in a penalty if the IRS finds you at fault.
  6. Close with a request for a date where you can meet with your IRS officer to review your response and supporting documentation.

As with any important documentation sent through the mail, you will want to send your response as an IRS audit certified letter to prove that you sent it within the 30-day time limit.


Not what you need? Check out these related topics:

ADVERTISEMENT

Download "IRS Letter 2202, IRS Audit Letter"

Download PDF

Fill PDF online

Rate (4.7 / 5) 15 votes
Internal Revenue Service
Department of the Treasury
Date:
Taxpayer Identification Number:
Tax Year:
Form Number:
Person to Contact:
Employee Identification Number:
Contact Telephone Number:
Fax Number:
Dear
We have selected your federal income tax return for the year shown above for examination. We examine tax
returns to verify the correctness of income, deductions, exemptions, and credits.
What You Need To Do
I have scheduled an appointment for you as shown below. If you are unable to keep this appointment, please
call me at the contact number above within 10 days.
Appointment Information
Tax Year:
Date:
Day:
Place:
Time:
Room Number:
Issues To Be Reviewed During The Examination
Your examination will primarily be focused on the following issues:
1.
2.
3.
Letter 2202 (Rev. 10-2010)
Catalog Number 63747W
Internal Revenue Service
Department of the Treasury
Date:
Taxpayer Identification Number:
Tax Year:
Form Number:
Person to Contact:
Employee Identification Number:
Contact Telephone Number:
Fax Number:
Dear
We have selected your federal income tax return for the year shown above for examination. We examine tax
returns to verify the correctness of income, deductions, exemptions, and credits.
What You Need To Do
I have scheduled an appointment for you as shown below. If you are unable to keep this appointment, please
call me at the contact number above within 10 days.
Appointment Information
Tax Year:
Date:
Day:
Place:
Time:
Room Number:
Issues To Be Reviewed During The Examination
Your examination will primarily be focused on the following issues:
1.
2.
3.
Letter 2202 (Rev. 10-2010)
Catalog Number 63747W
What To Bring With You To The Examination
Attached to this letter is Form 4564, Information Document Request, that lists the items on your return we will
examine and the supporting items you need to provide. Please bring copies of your
and
individual
income tax returns. For additional information see the enclosed Publication 1, Your Rights as a Taxpayer, and
Notice 609, Privacy Act Notice.
Why The Information Document Request Is Important
It is important that you read and fully understand the attached Information Document Request. It lists the items
you should bring with you to the appointment. To ensure an efficient examination and to save you time, please
organize the requested items according to the issues identified above in this letter. If you have any questions or
need additional guidance, please feel free to contact me.
What To To Expect At The Examination
Generally an examination is scheduled to last approximately
hours. During the examination, I will review the
information you provide. My goal is to complete your examination at the initial meeting. However, depending
on the results of the initial meeting and the supporting items you provide, I may ask you to provide additional
information or schedule a follow-up meeting. When the examination is completed, you may owe additional tax,
be due a refund, or there may be no change to your return.
A video presentation, "Your Guide to an IRS Audit", is available at http://www.irsvideos.gov/audit. The video
explains the examination process and will assist you in preparing for your audit.
Who May Come To The Examination
If you filed a joint return, you and/or your spouse may attend. You may also have someone represent you at the
examination. If you will not be attending with your representative, you must provide a completed Form 2848,
Power of Attorney and Declaration of Representative, or Form 8821, Tax Information Authorization, before
the examination. You can get these forms from our office, from our website, www.irs.gov, or by calling
1-800-829-3676.
What Will Happen If You Do Not Respond
If you do not respond to this letter, we will issue an examination report based on the information available to us,
which will result in additional tax due. Therefore, it is to your advantage to keep your appointment and to
provide the requested records. If you are uncertain about the records needed or the examination process, please
call me.
Sincerely,
Examining Officer
Enclosures:
Form 4564
Publication 1
Notice 609
Letter 2202 (Rev. 10-2010)
Catalog Number 63747W
Please bring records to support the following items reported on your tax return for
.
Automobile Expenses
Sale or Exchange of Residence
Energy Credit
Bad Debts
Exemptions (Child/Children, Other)
Taxes
Capital Gains and Losses
Uniform, Equipment, and Tools
Filing Status
Casualty Losses
Income
Contributions
Interest Expenses
Credit for Child and
Medical and Dental Expenses
Dependent Care Expenses
Miscellaneous Expenses
Education Expenses
Moving Expenses
Employee Business Expenses
Rental Income and Expenses
Schedule C
Books and records about your income, expenses, and deductions
Workpapers used in preparing your return
Savings account passbooks, brokerage statements, and other information related to foreign and domestic investments
Bank statements, canceled checks, and duplicate deposit slips covering the period from
to
.
Information on loans, repayments, and other nontaxable sources of income
Salaries and Wages
Gross Receipts
All Business Expenses
Insurance
Supplies
Bad Debts
Interest
Taxes
Car and Truck Expenses
Travel and Entertainment
Legal and Professional Services
Commissions
Rent
Cost of Goods Sold
Repairs
Depreciation
Schedule F
Books and records about your income, expenses, and deductions
Workpapers used in preparing your return
Savings account passbooks, brokerage statements, and other information related to foreign and domestic investments
Bank statements, canceled checks, and duplicate deposit slips covering the period from
to
.
Information on loans, repayments, and other nontaxable sources of income
Insurance
Repairs and Maintenance
All Farm Expenses
Inventories
Supplies Purchases
Depreciation
Labor Hired
Taxes
Feed Purchases
Machine Hire
Fertilizers and Lime
Other Farm income
Gross Receipts
Letter 2202 (Rev. 10-2010)
Catalog Number 63747W
Page of 3