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Tax Problems and Solutions Handbook

IRS Account Research Worksheet Template

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IRS Account Research Worksheet – Past-Due Return Contact Log (Phone/In-Person)

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