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RESPONDING TO IRS NOTICES

Course Description

Every year the IRS mails letters or notices to taxpayers for many different reasons. Typically, it’s about a specific issue with a taxpayer’s federal tax return or tax account. This course discusses how to help your clients respond to certain notices received from the IRS including what to do if you disagree and what your client’s rights are as a taxpayer.

Lesson Objective

Upon completion of this course, “Responding to IRS Notices”, the participant will be able to:

  • Review various IRS Notices to determine the course of action required to resolve issues
  • Assist clients with responding to IRS Notices
  • Identify who to call to resolve issues
  • Understand the taxpayer’s right to appeal
  • Collect and remit the information necessary to respond to IRS audits
  • Help clients handle collection notices including making payment arrangements
  • Know the processes involved when disagreeing with a notice
  • Determine if your client is eligible for a penalty abatement
  • Recognize when the client may file an appeal
  • Decide when to contact the Taxpayer Advocate

Course Guidelines

  • The self-study format allows you to access the material online 24/7 and study at your own pace
  • All Self-Study courses are to be completed, and the final exam submitted, within 1 year from the date of purchase as shown on your invoice. No extensions will be allowed.
  • To obtain CE credit, the participant must obtain a passing score of at least 70%.  Test takers will not be provided feedback on incorrect answers
  • Complete your final exam at any time and get graded instantly. You can retake the exam up to three times at no additional charge.
  • Upon passing the exam, you will be able to print your own certificate of completion.

Disclaimer

This course material deals with complex matters and may not apply to particular facts and circumstances.  As well, the material contained reflects laws and practices which are subject to change.  For these reasons, the course material should not be relied upon as a substitute for specialized professional advice