BALANCE
Balance due notice
The IRS says you owe tax, penalties, interest, or unpaid balances from a filed return, amended return, audit, or adjustment.
- Review whether the balance is correct
- Check payments and credits
- Consider installment agreement options
- Review penalty relief possibilities
CP2000
Income matching notice
The IRS proposes changes because reported income, credits, deductions, or withholding may not match third-party records.
- Compare IRS records with your return
- Review W-2s, 1099s, brokerage statements, and K-1s
- Respond if the IRS proposal is wrong or incomplete
- Pay or arrange resolution if the change is correct
MISSING
Missing tax return notice
The IRS believes a return was not filed for a required year. Filing the missing return is often the first step toward compliance.
- Confirm which years are unfiled
- Gather wage and income records
- Prepare accurate prior-year returns
- Address resulting balances or refunds
AUDIT
Audit or examination letter
The IRS requests documents, clarification, or examination of specific tax return items.
- Identify exactly what the IRS is examining
- Gather targeted documentation
- Prepare organized explanations
- Use representation when appropriate
PENALTY
Penalty notice
The IRS assesses or proposes penalties for late filing, late payment, estimated tax issues, payroll taxes, business returns, or information forms.
- Identify the penalty type
- Check whether the penalty is correct
- Review first-time or reasonable-cause relief
- Prepare a penalty abatement request if appropriate
LEVY
Levy or lien warning
The IRS may warn about collection action, including bank levies, wage garnishments, federal tax liens, or final notice deadlines.
- Check the notice deadline immediately
- Determine collection risk
- Review payment plan or resolution options
- Respond before rights are lost