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.