IRS notice responsefor solo CPAs and EAs responding under their firm's PTIN.

CP2000 is the automated underreporter notice — the IRS information return (W-2, 1099, K-1) disagrees with the line on the return you filed. The draft response reconciles every prior-year line against the IRS number, attaches the corresponding IRC §-citation per line, and ships to the firm owner for a final accept / modify / reject decision before anything leaves the office. Owner-reviewed response is what the engagement file carries — not a draft the AI produces on its own.

CP504 is a balance-due reminder; the IRS has a record of an unpaid balance and is asking the client to pay or respond before the next escalation step (usually a levy notice). The platform captures the notice as a counsel-on-record row, reconciles against the firm-ledger balance, and surfaces the right escalation path — pay, dispute, installment agreement, currently-not-collectible — back to the firm owner for a final decision.

CP523 means an existing installment agreement is in default and the IRS is about to terminate it. The response window is shorter than for routine notices, so the platform flags the notice as CP523-class on intake, marks the engagement high-urgency, and short-circuits the response schedule so the owner-reviewed response ships before the termination date. Termination reverts the balance to standard collection posture, so fixing the default now is materially less expensive than reinstatement later.

Letter 566 is the information-request stage of an exam; the IRS is gathering facts on a return before deciding whether to open a full audit. The response collects the requested documents under engagement scope, attaches an IRC §-citation per asserted position, and ships the owner-reviewed response package before the deadline. The audit log captures every document exchanged with the IRS, including the firm owner who signed off on each response package before transmission.

Letter 569 is the third-party contact letter — the IRS has communicated with a person or entity outside the firm about the client (a bank, a 1099-issuer, a former spouse, a co-investor). The response confirms scope and authority, requests clarification on the third-party contact log, and ships an owner-reviewed package back to the IRS. The platform captures the third-party contact reference so the firm can show later who was contacted, when, and under what authority.

LT11 is the Notice of Intent to Levy — the IRS intends to seize wages, bank accounts, or federal payments unless the firm responses within the short window. The response is high urgency and routes through the same four-step review workflow (intake to owner-reviewed response draft), with the levy-clock date surfaced on every card so the firm owner sees the deadline before the response ships. CDP / Collection Due Process hearing requests, where appropriate, surface inline as one of the visible options.

CP91 is the intent-to-seize-state-refund notice; the IRS plans to redirect a forthcoming state refund to satisfy an outstanding federal balance. The response is mid-urgency and narrower than LT11 in scope, but the response still routes through the firm owner for sign-off and the audit log captures the state-refund offset reference so the client has one record to share with the state taxing authority.