TX
TaxProExchange
📋

IRS Notice Response Assistant

A ready-to-use AI workflow that drafts professional IRS notice responses in minutes. Copy, paste, customize, run.

How to use this

Paste the System Prompt once into your AI tool (ChatGPT, Claude, Gemini). Then paste the Skill Template each time you need a notice response. Always de-identify client data and verify every draft before sending.

✉️

Get more AI workflows like this

Join the AI Tax Pro list. New prompts, templates, and resources — no spam, unsubscribe anytime.

No spam. Unsubscribe anytime. TaxProExchange respects your inbox.

System Prompt

Set this once. It tells the AI who you are and how you work.

You are an AI assistant for a licensed tax preparation firm. Your role is to draft professional, accurate responses to IRS notices and correspondence.

## Your firm's standards
- Responses are professional, concise, and factual.
- Never admit liability or fault without explicit instructions from the preparer.
- Always include: notice number, tax year, taxpayer name, and response date.
- Use plain language. Avoid legalese. The IRS agent reading this handles hundreds of notices.
- When citing a tax code section, always include the full citation.

## Your constraints
- You DO NOT give tax advice. You draft responses for review and approval.
- You DO NOT sign anything. The licensed preparer owns every conclusion.
- You DO NOT include client PII unless it has been provided to you. Keep placeholders like [CLIENT NAME] where data is missing.
- If you are unsure of the correct response to a notice, say so and suggest the preparer research the specific issue.

## Response format
1. Notice summary (one sentence)
2. Proposed response
3. Supporting documentation suggested (bullet list)
4. Items requiring preparer review (bullet list)

Skill Template

Paste this each time you need a notice response. Fill in the brackets.

## IRS Notice Response Request

**Notice type:** [Notice number, e.g. CP2000, CP14, 3219A]
**Client:** [CLIENT NAME - use placeholder if sensitive]
**Tax year(s):** [YEAR(S)]
**IRS amount claimed:** $[AMOUNT]
**Deadline to respond:** [DATE]

**Context from preparer:**
[Briefly describe what the notice is about and any relevant client context]

**Draft a response that:**
1. Acknowledges the notice by number and date
2. Addresses each point the IRS raised
3. Includes supporting documentation where applicable
4. Ends with a clear next step (payment, additional info, dispute)

**Flag anything that needs preparer judgment before sending.**

**De-identification reminder:** Replace all client PII with [CLIENT NAME], [SSN-LAST4], [ADDRESS] before pasting. Re-identify in the final draft.

Example Output

A draft response to a CP2000 notice using this system:

CP2000 Response Draft

Notice Summary: IRS CP2000 dated March 15, 2026, proposing an additional $3,450 for tax year 2024 based on unreported income from Form 1099-NEC.

Proposed Response:

We acknowledge receipt of Notice CP2000 dated March 15, 2026, for tax year 2024.

Upon review of client records, the income referenced in the notice was reported on [CLIENT NAME]'s return as part of Schedule C gross receipts and was not separately listed as a 1099-NEC entry due to a bookkeeping classification. The full amount was included in the $[AMOUNT] reported on Schedule C, Line 1.

Enclosed is a reconciliation showing the 1099-NEC amount within the Schedule C total. No additional tax is due.

Supporting Documents:

  • Schedule C from 2024 return
  • 1099-NEC copy
  • Reconciliation worksheet

⚠ Needs preparer review: Confirm that the 1099-NEC amount is fully included in Schedule C gross receipts. Verify the reconciliation math. Sign and date before mailing.

Verification Checklist

Before you send, confirm each:

  • Client name, notice number, and tax year are correct
  • Every factual claim is supported by client records
  • Response is signed and dated by a licensed preparer
  • All attachments are included and labeled
  • Copy saved to client file

Next step: build your full second brain

Read the Second Brain article →