Tool 11: IRS Communication Log
Keep an IRS communication log with call dates, representative details, agreed actions and follow-up deadlines so important conversations are documented.
When to use this
Use this log from your first IRS call, letter or attempted contact, especially when several employees or offices are involved. It helps you keep a consistent account of what you requested, what you were told and what you still need to do.
Before a call, have the notice, relevant tax periods and your questions nearby. Record the employee's name and identification number, the date and time, requested documents, any stated deadlines and the next follow-up. Keep copies of correspondence and mailing or delivery records with the log.
A note of a conversation is not proof that an agreement was approved or entered on your account. Where appropriate, use the telephone-agreement confirmation letter and check for the promised written confirmation.
Worksheet
Scroll horizontally if needed to see all columns.
| Date | Time | Called or received | Office or unit | Name | ID number | What I asked | What they said | Documents requested and deadline | Confirmation or reference number | Follow-up due |
|---|---|---|---|---|---|---|---|---|---|---|
Also log every letter sent (date, method, tracking number, contents) and every notice received (date received, notice number, date on notice).
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