Skip to content
Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Tax

What to do when you get a tax notice

Get a letter from the IRS or a state agency to the team quickly.

Updated 2026-10-11

A letter from the IRS or a state tax agency usually has a response date printed on it. Do not ignore it, and do not wait until tax season to mention it.

Steps

  1. Scan or photograph the whole letter, front and back. Keep the original.
  2. Upload it in Documents and note that it is a tax notice.
  3. Open a support case under Tax preparation help, or send a request, and include the notice number and the response date.
  4. Check the response date on the letter and mention it right away, so there is time to respond before it passes.

The organizer has a section for IRS and state notices, so you can also record them when you complete it.

Why speed matters

The agency's deadline is on the letter. Tell us about it as soon as it arrives so there is time to respond.

Was this article helpful?

Tell us whether this answered the question you came with.

Related articles

Still stuck?

Tell us what you were trying to do and where it went wrong. If you are already a client, you can also open a support case from Help and support in your workspace.

We confirm who you are before we change anything on an account.