Audit Letter From IRSKeep the only original

Read Mail is a place things disappear

People under stress put the only copy in an envelope because the letter said to send documents. Then the original notice is gone, the return is gone, and the next question asks for the thing you mailed. We do not do that. You keep the original where you keep the truck title, in a place you could find on a weekday. We work from a scan or a copy. If a clerk needs to see paper, they see a copy unless we have agreed otherwise in writing.

The same rule covers broker statements, closing packets, and the cost records behind a sale. Those papers are how a blank basis gets filled with a real number. If the only one is in the mail, the disagreement has nothing to stand on. A second statement can sometimes be ordered. Sometimes it cannot, not on the date you have left.

Photographing the notice number is not the same as giving away the page. A photo of the notice number and the date, with identification numbers covered, is enough to start. The full page can be shared on the call, in your hand, where you can put it back in the folder.

Read What a copy set includes

The notice. The date. The return pages the notice names, not the entire lifetime of the company. The bank month behind the line, if the question is about a deposit. The cost record, if the question is about a sale. A one line log of what was sent and when. That log is the part owners skip, and it is the part that saves you when someone says the reply never arrived.

We are plain about what we will not copy onto a public website. Your amounts stay off these pages. A sample of the shape, with every dollar blank, is as far as a public example goes. Your file is private. The method is not a secret. The numbers are.

If you have already mailed the only original, say so. The next step is a request for your own copy from the office that has it, and a calendar that does not assume the paper will bounce back by Friday. Read how the file is ordered once the copy is in hand.