News & Press: The Iowa State Bar Association News

IRS reminds practitioners to keep records of electronic and phone contacts

Thursday, May 3, 2018   (0 Comments)
Posted by: Chris Fritz
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Most tax professionals know they need to keep good records of client information for a complete tax record. Good recordkeeping also extends to electronic and telephone contacts with the IRS. Having a complete record of all documents and contacts may speed up resolution of any issues.

In particular, practitioners needing to contact the IRS by telephone should note key information from the conversation including:
• The date and time of the call
• The name and employee identification number of the contact representative
• Any resolution or information received from the representative.

The agency also suggests that practitioners check the IRS.gov website before calling. Chances are the topics and information people ask about most can be found on the website, and there will be no need to call.


From the Iowa Lawyer Weekly