Product / IRS & state notices
A photo or PDF of an IRS or state notice becomes one case in the TaxScout your firm already uses: facts with their source, a deadline a person confirmed, the return beside it, a response on your letterhead and a fee you can bill.
Dana R. · 2024
IRS CP2000 — proposed changes to the return
Someone has to find it, save it, and remember whose it is.
“Respond by”, “Pay by”, a 90-day window — read once, typed somewhere, trusted forever.
Matching a CP2000 means opening the return, the 1099s and a spreadsheet side by side.
Each response starts blank, and nobody can say which draft was the one sent.
Notice help is rarely quoted, so it is rarely billed.
How many letters are open, which are due, and what they are worth — nobody knows.
How it works
From your upload, your firm's notice link, the client portal or an email attachment — one case, on the client it belongs to.
Code, tax year, amounts and dates, each shown with the line it came from. Warnings when something does not fit.
Dates are proposed, never assumed. Statutory windows are marked. Only a confirmed date sets the due date.
A CP2000 is matched item by item with the return and documents already in TaxScout. You decide each item.
Every draft is a version. One is approved and printed on your letterhead; sending and the agency's answer are recorded.
A fee proposal from the case. The invoice is tax-notice revenue — kept apart from what the letter says the client owes.
01 · Intake
Upload it to the client, start one from Quick Create, or let clients and prospects send it themselves.
Your firm's notice link
02 · Facts
The letter is read like any other client document. Each fact sits next to the line and page it was taken from, so checking it takes seconds.
Before you rely on it
03 · Deadline
Printed dates and catalogue windows are proposals. Someone on your team confirms or corrects each one, and only then does it become the task's due date.
Confirm the deadline
Feb 1, 2027 · printed on page 1
Confirmed dates go to your firm's calendar feed — clients by initials only.
04 · The return
Because the return and the client's documents are already in TaxScout, each item the IRS lists is matched against them — no re-keying.
CP2000 · items the IRS lists
| 1099-INT · Harbor Credit Union | On the return | Agree with the IRS |
| 1099-B · Northbank Brokerage | Different amount | The IRS is wrong — basis |
| 1099-NEC · Lakeview LLC | Not in TaxScout | Need documents |
05 · Response
Your team writes and edits the response; every edit is a new version. A person approves one, and it is printed on your firm's letterhead.
Response
06 · Revenue
Send a fee proposal from the case. When the client accepts, the invoice is created as tax-notice revenue — without starting return onboarding.
Tax notices · this month
Letters say owed
$18,420
the clients' exposure
Your notice fees
$3,150
invoiced as tax-notice revenue
Any other tax letter is still read and becomes a case; it is described in general terms.
State tax agencies
A notice is stored and protected like any other client document in TaxScout and is visible only to your firm. The deadline calendar names clients by initials, and anyone without your firm's link sees nothing. Read how client documents are handled.
No. TaxScout drafts the response, keeps every version, and produces a PDF on your firm's letterhead once a person approves it. Your firm sends it — by mail, fax or the agency's portal — and records how and when. TaxScout does not file, sign or submit anything with a tax agency.
TaxScout reads the dates printed on the letter and, where the letter type has a known window, computes one. Neither counts until a person confirms it. Statutory deadlines — such as the 90-day window to petition the Tax Court on a notice of deficiency — are marked, and a confirmed date can go into your firm's calendar.
For a CP2000, each income item the IRS lists is matched against the return and the documents already in TaxScout, so you see which items agree, which are missing and which differ. You record a decision on each item — agree with the IRS, the IRS is wrong, need documents from the client, the return needs a correction — and the response is drafted and edited by your team from there.
IRS CP2000, CP2501, CP11, CP12, CP14, CP161, CP501, CP503, CP504, CP523, CP59, CP90, CP3219A, LT11, Letters 12C, 525, 531, 1058, 3219C, 4883C and 5071C, and notices from 14 state agencies (CA, NY, NJ, MA, IL, PA, GA, VA, NC, OH, CO, AZ, MN, OR). Any other tax letter is still read and becomes a case; it is just described in general terms.
Your firm. TaxScout organises the letter, the facts and the return beside each other and drafts wording from your decisions; it never takes a position on its own. Representation authority (Form 2848 or 8821) stays with your firm.
Tax notices are part of TaxScout for every firm. No add-on, no separate login.