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Information Document Requests

Form 4564 should be used to request information from the taxpayer. Each IDR should be specific, clear, and concise. IRM outlines the Individual Document Request Management Process. This is a structured process generally used when gathering information during an examination. The process encourages collaboration between the taxpayer and IRS personnel to agree on and provide information needed to support an examination. The IDR process will be discussed during the opening conference.

Click here to see a blank Form 4564.

IRM 4.46.4, see sections –

Page Last Reviewed or Updated: 16-Jan-2014