IRS Offers Online Submission for Tax Notices – Here’s How

In response to nine notices released by the IRS, taxpayers and tax practitioners can now opt for online submission for tax notices.

The IRS unveiled this week a new option for taxpayers and tax practitioners to respond to nine agency notices online. This new feature allows taxpayers to upload requested documents rather than sending them through the mail.

IRS this week unveiled a new option allowing taxpayers to respond more easily to certain agency notices. (Photo: Forbes)

This change could help over 500,000 filers annually and is made available to taxpayers who received one of nine notices, as announced by the IR-2023-29 news release issued Thursday. Members of the military serving in combat zones and those who received credits like the child tax credit and the earned income tax credit (EITC) can also take advantage of this online submission for tax notices.

IRS Acting Commissioner Doug O’Donnell said that this online submission for tax notices means people can have their issues resolved much faster and get faster refunds to affected taxpayers.

Who can submit their documents online?

Taxpayers who received one of the following nine tax notices from the IRS will have the chance for the online submission of tax notices option:

  • CP04, a notice relating to combat zone status;
  • CP05A, a notice requesting information related to a refund;
  • CP06 and CP06A, a notice relating to the premium tax credit;
  • CP08, a notice relating to the child tax credit;
  • CP09, a notice relating to the EITC;
  • CP75, a notice relating to the EITC;
  • CP75a, a notice relating to the EITC; and
  • CP75d, a notice relating to the EITC and other credits.

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How to use the online submission for tax notices option

The tax notices sent by the IRS will inform the taxpayers to “send your documents” using the Documentation Upload Tool within 30 days from the date of the notice. The notice includes the link to the Documentation Upload Tool and a unique access code.

According to the IRS, taxpayers can open the link in any browser. Using the link, taxpayers will have to input the following:

  • unique access code
  • first and last name
  • Social Security/Individual Taxpayer Identification Number/Employee Identification Number

Once the details needed are complete, taxpayers will then be able to securely upload scans, digital copies of documents, and photos. Documents are limited to 40 files and the maximum size is 15MB per file. After uploading, the taxpayers will then receive a confirmation message that the IRS received their documents. The IRS employee assigned can now process the transmitted documents.

According to the news release, taxpayers who received the notices can respond securely to the IRS website even if they do not have an Online IRS Account.

The IRS plans to expand the use of online submission for tax notices to dozens of other notices in the coming months and years. IRS says they will offer digital correspondence of other taxpayer’s interactions. IRS employees will be able to give the link and unique access code to the taxpayers during phone calls and other live interactions. IRS fact sheet FS-2023-05 contains more information on digital correspondence for taxpayers.

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