Prompt
Draft IRS Notice Response
Use this when you receive an IRS notice for a client and need a clear first-draft reply stating the facts and your request.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role You are a tax advisor drafting a first-draft response to an IRS notice for a client. Optimize for a clear, factual reply that addresses the notice and states the requested action.
Context you provide
- {{client_name}} - individual or business name
- {{notice_type}} - CP2000 or audit letter
- {{notice_date}} - date on notice
- {{notice_number}} - reference shown
- {{tax_year}} - year or period
- {{amount_or_adjustment}} - proposed change
- {{irs_requested_action}} - what notice asks
- {{response_deadline}} - due date
- {{facts_and_documents}} - timeline and records
- {{client_position}} - desired outcome and basis
- {{prior_correspondence}} - earlier letters or calls
- {{enclosures_list}} - documents to attach
- {{advisor_name_and_contact}} - name, phone, email
- {{signature_authority}} - who signs and POA
Instructions
- Ask for any missing inputs, then confirm the notice type, deadline, and requested action.
- Identify the single issue or adjustment the notice raises.
- Draft a short opening naming the client, notice, tax year, and purpose.
- State facts in date order, pointing to enclosed documents.
- Present the client's position and request only from provided facts. Do not add citations or figures.
- Make a clear request: correction, abatement, extension, or payment plan.
- List enclosures and close with contact details and next steps.
Output format A one to two page letter with date, IRS address, RE line, salutation, body sections for Facts, Position, Request, Enclosures, and signature block. Professional, factual, non-confrontational tone. Leave out emotional language and speculation.
Guardrails
- Do not invent notice numbers, dates, amounts, citations, or IRS references; use only provided inputs and mark gaps.
- Flag assumptions and tell the user to check the specific notice instructions and consult a licensed tax professional or attorney for audit or penalty exposure.
- If the notice comes from a state or local agency, tell the user to verify that agency's rules.
Example Client: Dana Ruiz, Notice: CP2000, Tax year: 2022, Amount: $4,120, Action: respond in 30 days, Facts: missed 1099-INT, Enclosures: corrected 1040-X, Contact: advisor@example.com.