Letter and checklist templates for IRS representation
Penalty abatement letters, a formal protest, CDP and offer checklists, BBA AAR and push-out checklists, an IDR cover letter and a client notice intake form. Each is built from what the IRM, the regulations or the form instructions say the IRS needs to see. Preview it on the page, then download it as a Word file and replace the highlighted text.
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First Time Abate letter
A written FTA request that states each IRM criterion the IRS will check, for one tax period, with the alternative reasonable cause request built in.
Reasonable cause letter
A penalty abatement statement structured around the questions the IRS reviewer is told to ask, with a timeline, documents and a perjury declaration.
Interest abatement request
A line 8 statement for Form 843 that classifies the IRS error or delay as a ministerial or managerial act, dates the abatement period and states every IRM 20.2.7.5.1 criterion.
CP2000 response letter
A cover letter for the CP2000 response form that reconciles each information return to the filed return, states the position per item, handles the penalty and sends copies to the right fax or address.
Formal protest letter
A protest to a 30-day letter that contains every element Publication 5 lists, with both representative declarations and an issue-by-issue structure.
IDR response cover letter
A cover letter and index that answer an IDR item by item, flag partial responses with dates, and ask the examiner to confirm the IDR is closed.
Audit reconsideration request
A written request that states the five acceptance criteria the Central Reconsideration Unit screens for, with an issue-by-issue dispute list keyed to Form 12661.
FOIA request for the exam file
A FOIA letter for the administrative file that contains the nine required elements, the identity and representative proof the IRS insists on, the fee category and the fax and portal routes.
CDP request attachment
A signed statement attached to Form 12153 that lists the required items, each reason for the hearing and the collection alternative being proposed.
Offer in compromise checklist
Every item the Form 656 booklet requires, plus the IRM 5.8.2 processability tests that decide whether the offer is even accepted for review.
CAP statement (Form 9423)
An attachment for Form 9423 block 15 that records the manager conference, states why the action is inappropriate and proposes the resolution, in the form Appeals reviews under IRM 8.24.1.
Lien withdrawal request
A section 12 statement for Form 12277 that names the IRC 6323(j) ground, gives the facts IRM 5.12.9 tells Advisory to check, and includes the creditor notification authorization.
2848 / 8821 fax cover sheet
A one-page CAF fax cover with the Memphis, Ogden and Philadelphia numbers and the checks that prevent rejections and duplicate submissions.
Client notice intake form
A one-page form for logging a client's IRS notice: identifiers, dates, amounts, deadlines, IRS contact and next steps, plus a deadline key by notice type.
AAR (Form 8082) checklist
Each step a BBA partnership needs for a valid AAR: timing, who signs, the imputed underpayment computation, push-out statements and payment.
Push-out (8988 / 8986) checklist
The 45-day election and 60-day statement deadlines, with each required item from Treas. Reg. 301.6226-1 and 301.6226-2 and the IRS review steps.