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EP Examination Process Guide - Section 4 - Communications During Examination

This section of the Guide provides a general explanation of the techniques and procedures used during an EP examination to effectively communicate with taxpayers and their representatives. This section also contains examples of communications involving compliance issues that may occur during examinations.

  • Sample Communications
    Samples of communications that may occur during an examination.

  • Sample Information Document Requests
    Sample Information Documents Request attachments to the initial contact (appointment letter) letter for a variety of plans.

  • Form 4564 - Information Document Request
    Form 4564 is used to request additional information during an examination.

  • Notification of the Status of an Examination
    An overview of what happens after the EP agent leaves your office and how you are notified of the status of the examination.

  • Rollout of Customer Satisfaction Initiatives
    An internal memorandum from Michael Julianelle, former Director, EP Examinations, Tax Exempt and Government Entities Division announcing to EP Examinations employees the rollout of several EP Examination products developed as a result of an ongoing initiative to address the feedback received from Customer Satisfaction surveys.  These products include revised appointment letters, information document requests and new EP publications to facilitate a better examination experience.

Page Last Reviewed or Updated: 21-Mar-2014