Template Category: Templates/Forms

This IRS Account Research Worksheet is a structured tool designed for tax professionals and taxpayers to track and document conversations with the IRS regarding past-due tax returns. Whether you’re working with Automated Collection Systems (ACS), the Field Collection division, or the ASFR (Substitute for Return) unit, this worksheet ensures you capture critical information during your interaction.

Updated: June 23, 2025

Appeal template to request hearing with IRS Independent Office of Appeals on proposed adjustments/changes of $25,000 or more, including penalties proposed in an audit or CP2000 notice.

Updated: June 23, 2025

This template can be used to request abatement of the failure to file and/or pay penalties. The template can be used as an attachment to Form 843 or as a separate Penalty Abatement Request Letter. This template allows the taxpayer to outline his or her reasonable cause for penalty abatement.
Can also be modified to use as a Service Center Penalty Abatement appeal or as an attachment to Form 12153 when requesting penalty abatement through a Collection Due Process hearing.

Updated: June 23, 2025

This easy-to-use T-Account Analysis Template helps taxpayers or their representatives clearly document and reconcile total income and expenses for a given tax year. Often requested during IRS audits—especially when there is a question about unreported income or financial lifestyle support—this form assists in demonstrating how a taxpayer funded personal and household expenses.

Updated: June 23, 2025

This downloadable template is designed to help taxpayers or their representatives formally request a hearing with the IRS Independent Office of Appeals when the IRS proposes tax and penalty adjustments exceeding $25,000. Structured to meet IRS requirements and support a well-organized protest, this letter provides a framework to outline all disputed items, legal positions, and supporting facts.

Updated: June 23, 2025

Respond confidently to an IRS CP2000 notice with this structured and comprehensive response letter template. The CP2000 notice is part of the IRS Automated Underreporter (AUR) program and is issued when income reported to the IRS does not match the taxpayer’s return. This template allows you to formally agree, partially agree, or disagree with the proposed changes, while clearly laying out corrections and supporting documentation.

Updated: June 23, 2025

Use this customizable letter template to professionally respond to an IRS correspondence examination (mail audit). This template is designed to help taxpayers or their representatives clearly present supporting documentation, explain positions on selected audit issues, and request appeals or contest penalties when appropriate.

Note: This template is for general guidance and should be tailored to your specific tax situation. Always consult a qualified tax professional when responding to IRS examinations.

Updated: June 23, 2025