How to Respond to an IRS Audit Document Request

IRS audit letters often come with tight deadlines. Start by listing every requested item in the IRS Audit Document Request Tracker so you can match each exhibit to a due date and delivery method.

1) Read the notice carefully

Highlight the due date, tax years, and the specific documents requested. Confirm whether you should mail, fax, or upload the response. Note any special formatting instructions or reference numbers on the notice.

2) Gather documents and label exhibits

Create clear exhibit labels (Exhibit A, B, C) and write a short description for each. Use the tracker to note which exhibits correspond to each request. This makes it easy to prove you satisfied the letter.

3) Choose a delivery method with proof

Certified Mail, UPS, or an IRS online portal with confirmations are best. Record the tracking or confirmation number in the tracker and keep the receipt with your PDF log.

4) Send a brief cover letter

Reference your notice number, list enclosed exhibits, and provide contact information. Mention that all materials are included as requested and that you are available for questions.

FAQ

What if I cannot meet the IRS due date?

Call the number on your notice immediately to request a short extension and document who you spoke with and when.

Should I send originals or copies?

Send copies unless the IRS specifically requires originals. Keep a full copy set for your records.

How do I organize exhibits?

Label each document as Exhibit A, B, C, and reference those labels in your response letter and tracker notes.

Before you mail or upload the response, download the PDF from the IRS Audit Document Request Trackerand store it with your shipping receipt. It is an easy proof packet if the IRS later claims something was missing.