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HELPFUL HINTS

The below information may help to ensure continued participation in IRS e-file.

TIPS FOR PASSING IRS SUITABILITY CHECK

  • Anticipate suitability issues and avoid them or if necessary, correct them before they become problems
  • Update all addresses and phone numbers on your IRS e-file Application as changes occur
  • Respond timely and in writing with complete explanations and documentation to any letters you receive regarding suitability

TIPS FOR IRS e-file MONITORING VISITS

  • Adhere to IRS e-file rules and requirements
  • Adhere to applicable statutory and regulatory requirements
  • Cooperate by meeting with the IRS investigator and providing requested information and documents
  • Respond timely and in writing with complete explanations and documentation to any letters you receive because of a monitoring visit

Page Last Reviewed or Updated: 25-Apr-2013