How to0:37

Track an IRS notice

In Tax Resolution, log the notice with its type and response due date; it shows on the list and on the client's case.

Steps

  1. Open Tax Resolution.
  2. On Notices, click Log notice and pick the client.
  3. Choose the notice type. Each code comes with a plain-English title.
  4. Add the amount owed, the tax year, when it arrived and when the response is due.
  5. Click Log notice, and it's on your list with its due date.
  6. Under Cases, open the client's case. Linked notices shows every notice logged for them.

Plan: Agency. Compare plans

4:10

Set up your firm in FinishTax

WalkthroughWebsite, booking, team and clients 7:31

A tax season in FinishTax

WalkthroughFrom first contact to getting paid, in one place 2:00

FinishTax quick fixes

WalkthroughWhen a client message won't go out

Still stuck?

Email us what you were trying to do and where it stopped.

Email us