A CP2000 notice is issued when a taxpayer fails to report all income on a tax return. While frequently this is an honest mistake or oversight, that explanation does not matter to the IRS. Automated Underreporter (AUR) exams impact millions of taxpayers each year—resulting in billions of taxes, penalties, and assessments being assessed by the IRS.
Imagine being able to notify a client months in advance that they might be subject to an Automated Underreporter (AUR) exam. Utilizing IRS transcripts, you can predict if your client may be about to receive a CP2000 notice, helping your client save money and stopping the blame game once and for all.
Recognize how the IRS Automated Underreporter (AUR) exam program works
Recall how transcripts, and transcript software, can assist you in spotting issues MONTHS before the IRS takes action
Summarize best practices and effective steps to address a potential AUR exam, potentially saving your client money
Tax Mentor
President
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Roger is considered the foremost authority on all things involving e-services and IRS transcripts since pioneering the IRS transcript analysis industry a decade ago launching Tax Help Software. Roger is a national speaker on tax industry best practices and consults with some of the largest tax software companies, accounting firms, tax resolution firms, and the IRS.
Tax Mentor
Head of Education
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Catharine is a skilled attorney with diverse experiences in managing client relationships and employees. Since 2012, she has successfully helped clients and employees navigate the complex and bureaucratic rules of the Internal Revenue Service.