What steps are needed to prepare for an IRS audit of your clients return? Pre-audit is recommended. Samples of Information Document Requests and tips on what to prepare in advance of the audit will be discussed. What the auditor can and cannot do will be reviewed. Due diligence up front before filing issues and examples will be cited. Also in this session, new Form 14950 the Premium Tax Credit Audit request of information will is reviewed.
CALT does not provide legal advice. Any information provided on this website is not intended to be a substitute for legal services from a competent professional. CALT's work is supported by fee-based seminars and generous private gifts. Any opinions, findings, conclusions or recommendations expressed in the material contained on this website do not necessarily reflect the views of Iowa State University.