IRS Notice Copilot
AI-powered analysis and response drafting for IRS notices.
12+
Notice Types
30+
Response Templates
24/7
AI Assistance
Overview
IRS Notice Copilot is a post-filing support tool that helps tax professionals respond to IRS notices efficiently. Upload an IRS letter, and AI instantly identifies the notice type, extracts key information, calculates response deadlines, and generates a professional response letter.
Part of the Complete Workflow
Tax Document Automation: Pre-filing document processing
IRS Notice Copilot: Post-filing compliance support
Key Features
Instant Notice Detection
Upload a PDF, image, or paste text. AI instantly identifies the notice type (CP2000, CP504, LT11, etc.) and extracts all key information.
Deadline Extraction
Automatically extracts response deadlines and calculates days remaining. Critical dates are highlighted with urgency indicators.
Professional Response Drafting
AI generates IRS-compliant response letters customized to the specific notice type and your client's situation. Edit and download as needed.
Document Checklists
Dynamic checklists show required and optional supporting documents for each notice type. Conditional items appear based on your situation.
How It Works
Upload Notice
Upload the IRS letter as a PDF, image (JPG, PNG), or paste the text directly.
AI Analysis
AI identifies notice type, extracts amount due, deadline, tax year, and other key details. Severity and risks are highlighted.
Gather Documents
Review the customized checklist of required documents. Check off items as you gather them.
Answer Questions
Answer context-specific questions about the client's situation to customize the response.
Generate & Send
Review the AI-generated response letter, make edits, and download or copy for sending.
Supported Notice Types
| Notice | Type | Deadline | Priority |
|---|---|---|---|
| CP2000 | Income Discrepancy | 30 days | high |
| CP14 | Balance Due | 21 days | high |
| CP504 | Intent to Levy | Immediate | critical |
| LT11 | Final Notice - Levy | Immediate | critical |
| 5071C | Identity Verification | 30 days | high |
| CP501 | Payment Reminder | 21 days | medium |
| CP503 | Second Reminder | 10 days | medium |
| CP521 | Installment Reminder | Per agreement | medium |
| CP05 | Return Under Review | None | low |
| CP75 | EITC Exam | 30 days | high |
| 4883C | Identity Theft | 30 days | high |
| 1058 | Final Notice - CDP | 30 days | critical |
See IRS Notice Guides for detailed information about each notice type.
Response Generation
AI generates professional response letters customized to each notice type and situation.
Response Letters Include:
- Proper IRS formatting and required elements
- Reference to notice number and tax year
- Clear explanation of taxpayer's position
- List of enclosed supporting documents
- Request for specific resolution
Export Options:
- Copy to clipboard
- Download as .txt file
- Save to dashboard (Pro users)
Note: All AI-generated responses should be reviewed by a qualified tax professional before sending to the IRS. TaxAutomate does not provide tax or legal advice.