Upload any IRS notice. Get instant analysis, deadline tracking, documentation checklists, and AI-drafted response letters. Included with the TaxAutomate Platform.
IRS Notice Copilot
CP2000 Notice Detected
Income discrepancy for tax year 2023
AI Recommendation
Request 1099-B from broker to verify cost basis. Likely unreported wash sale adjustment.
12+
Notice types supported
5 min
Average analysis time
100%
Deadline tracking
15
Credits per notice
From analysis to response, IRS Notice Copilot handles it all
Upload any IRS notice. AI identifies the notice type, extracts key information, and explains what it means in plain English.
Automatically extracts response deadlines and adds them to your calendar. Never miss a critical IRS deadline again.
Get a customized list of documents needed to respond, based on the specific notice type and client situation.
AI drafts professional response letters following IRS guidelines. Review, edit, and send with confidence.
Cross-references notice claims against client records to identify discrepancies and verify IRS accuracy.
Handle multiple notices at once. Perfect for firms managing high volumes of IRS correspondence.
From notice to response in 4 simple steps
Scan or photograph the IRS notice and upload it to IRS Notice Copilot.
AI identifies the notice type, extracts key data, deadlines, and amounts claimed.
See a plain-English explanation of what the IRS is claiming and why.
AI drafts a professional response letter. Edit as needed and send.
IRS Notice Copilot handles the most common notice types
CP2000
Income Discrepancy
Proposed changes due to unreported income
CP14
Balance Due
You owe money on unpaid taxes
CP501
Reminder Notice
First reminder of balance due
CP503
Second Notice
Second reminder of balance due
CP504
Intent to Levy
Final notice before levy action
LT11
Final Notice
Final notice of intent to levy
Letter 1058
Final Notice
Final notice of intent to levy and right to hearing
CP05
Review Notice
Return is being reviewed
CP75
Exam Notice
Examining your return
5071C
Identity Verification
Verify your identity
4883C
Identity Verification
Potential identity theft
CP521
Installment Reminder
Installment agreement reminder
IRS Notice Copilot runs on the same shared credits as every TaxAutomate product — no subscription required.