If you are facing an IRS audit, understanding the forms involved is crucial to ensure accuracy, compliance, and timely responses. The IRS uses various forms to request information, document audit findings, and communicate proposed changes to your tax return.

At Z Tax & Accounting, our IRS Enrolled Agents help taxpayers navigate audits, understand forms, and respond effectively to minimize penalties and interest.

Key Forms Commonly Used in IRS Audits

1. Form 4564 — Information Document Request

• Used to request supporting documents from the taxpayer.
  
  

• Can include bank statements, receipts, invoices, or payroll records.
  
  

• Helps the IRS verify income, deductions, and credits reported on your tax return.
  
  

2. Form 4549 — Income Tax Examination Changes

• Also known as the examination report, used after an audit to document proposed changes.
  
  

• Shows adjustments to income, deductions, and credits.
  
  

• Includes a summary of tax due, penalties, and interest.
  
  

3. Form 886-A — Explanation of Items

• Provides detailed explanations supporting audit adjustments.
  
  

• Used alongside Form 4549 to communicate IRS findings.
  
  

4. Form 12153 — Request for a Collection Due Process or Equivalent Hearing

• Filed when taxpayers want to appeal collection actions such as levies or liens.
  
  

• Initiates a hearing with the IRS Independent Office of Appeals.
  
  

5. Letter 525 / 30-Day Letter

• Not a formal form, but an important notice issued after an audit.
  
  

• Gives taxpayers 30 days to respond to proposed changes or request an appeals conference.
  
  

• Failure to respond leads to 90-day letter (Notice of Deficiency).
  
  

6. Letter 3219 / 90-Day Letter (Notice of Deficiency)

• Provides final notice of proposed tax adjustments.
  
  

• Grants the taxpayer 90 days to petition U.S. Tax Court before the IRS can formally assess the tax.
  
  

7. Form 2848 — Power of Attorney and Declaration of Representative

• Authorizes a tax professional or attorney to represent you during an audit or appeal.
  
  

• Allows your representative to communicate with the IRS, submit documents, and negotiate settlements.
  
  

8. Form 656 — Offer in Compromise

• Used when a taxpayer proposes a settlement with the IRS for less than the full amount owed.
  
  

• Often relevant after audit adjustments or when collection issues arise.
  
  

9. Form 9465 — Installment Agreement Request

• Allows taxpayers to request monthly payment arrangements for tax debt resulting from an audit.
  
  

• Can help avoid levies or liens while paying off taxes.
  
  

10. Supporting Schedules and Forms

• Depending on your tax situation, the IRS may request additional forms such as:
  
  

  • Schedule C / Schedule E (for business or rental income)
    
    

  • Form 1099s (income reporting)
    
    

  • Form W-2s (wage verification)
    
    

  • Form 1120 or 1065 for corporate and partnership audits
    
    

Tips for Managing IRS Audit Forms

• Respond on time: IRS deadlines are strict; late responses can increase penalties and interest.
  
  

• Organize records: Keep receipts, invoices, bank statements, and financial documents readily available.
  
  

• Consult a professional: IRS Enrolled Agents can help you prepare responses, interpret notices, and protect your rights.
  
  

• Understand your rights: Refer to the Taxpayer Bill of Rights when responding to audit forms or notices.
  
  

How Z Tax & Accounting Can Help

Facing an IRS audit can be stressful, but professional assistance ensures accuracy, compliance, and effective communication with the IRS. Our services include:

• Audit representation before the IRS
  
  

• Reviewing and responding to all audit forms and notices
  
  

• Preparing supporting documentation and schedules
  
  

• Negotiating settlements, offers in compromise, or installment agreements
  
  

• Protecting taxpayer rights and minimizing penalties
  
  

📞 Contact Z Tax & Accounting today for expert guidance on IRS audits and related forms.

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