IRS News - Keep All Information for a Complete Tax Record

21 Apr 2018 8:53 AM | Anonymous

As a tax professional, you know how important it is to keep good records. Did you know that includes records of electronic and telephone contacts with the IRS? If questions later arise, having a complete record of all documents and contacts may speed up resolution of your issue.

If you need to contact the IRS by telephone, note key information from the conversation, such as:

  • The date and time of the call
  • The name and employee identification number of the contact representative
  • Any resolution or information you received from the representative. 

Before you call, also check IRS.gov for the topics and information people ask about most. You may find the information you are looking for without having to call the IRS.

©2024, Virginia Society of Tax & Accounting Professionals, formerly The Accountants Society of Virginia, 
is a 501(c)6 non-profit organization.

8100 Three Chopt Rd. Ste 226 | Richmond, VA 23229 | Phone: (800) 927-2731 | asv@virginia-accountants.org

Powered by Wild Apricot Membership Software