Respond to IRS notices and letters faster with AI-assisted drafting, analysis, and structured response workflows. While TaxAutomate automates document-to-return workflows before filing, IRS Notice Copilot helps your firm resolve issues after filing.
Require immediate action to prevent levy or seizure
Intent to Levy Notice
Final notice before the IRS levies your state tax refund or other assets. Urgent action required.
Final Notice of Intent to Levy
Final notice before levy. You have the right to request a Collection Due Process (CDP) hearing.
Final Notice - Right to Hearing
Final notice of intent to levy with notice of your right to a Collection Due Process hearing.
Require response within 21-30 days
Income Discrepancy Notice
IRS proposes changes to your return due to unreported income from 1099s, W-2s, or other information returns.
Balance Due Notice
You owe money on unpaid taxes. This is the first notice for a balance due on your account.
Exam Notice - EITC
IRS is examining your return, often related to Earned Income Tax Credit claims. Documentation required.
Identity Verification
IRS needs to verify your identity before processing your return. Verify online or by phone.
Identity Verification - Potential Theft
IRS received a return with your information and needs to verify it was filed by you.
Medium and low priority notices
Reminder Notice
First reminder that you have an unpaid balance. Interest and penalties continue to accrue.
Second Reminder Notice
Second reminder of unpaid balance. Immediate action needed to avoid further collection action.
Return Under Review
IRS is reviewing your return to verify income, withholding, or credits claimed. No action needed unless requested.
Installment Agreement Reminder
Reminder of your monthly installment agreement payment. Make payment to avoid default.
IRS Notice Copilot analyzes notices, extracts deadlines, and drafts professional response letters following IRS response procedures in minutes. Stop spending hours on IRS correspondence.
Upload any notice — AI identifies type instantly
Automatic deadline extraction and tracking
Professional response letters drafted for you
Documentation checklists for each notice type
IRS Notice Copilot
Analyzing notice...
Notice Detected
CP2000 - Income Discrepancy
Response Deadline
February 15, 2025 (21 days)
AI Recommendation
Request 1099-B to verify cost basis reporting. Gather brokerage statements for disputed transactions.