How it works

1. ToNoticeClerk

   SubjectFwd: letter from the IRS??

   IMG_2041.jpg· redacted
   1

   Forward the notice

   When a client sends you a photo or PDF of a letter, forward it to NoticeClerk. Redacted copies are welcome: black out names and SSNs. We only need the notice code, the dates and the amounts.

   • Photos, scans and PDFs
   • IRS and state letters
   • Redacted copies welcome
2. CP2000 · 2024 Respond by 12 Jan 2027

   Proposed

   $1,240.00

   Reason

   1099-B income not on the return

   2

   It’s read and labelled

   Each notice gets one label and a short result: the tax year, the deadline and amount, and a plain-English reason. Anything that can’t be read with confidence is marked “Needs your eyes” and left unlabelled.

   • One label per notice
   • Deadline and amount pulled out
   • During early access, a person checks every result
3. Draft note to client

   Hi Maria, this letter is an IRS mistake that went out to many taxpayers this year. You don’t need to do anything…

   EditCopy
   3

   You send the client note

   Every result comes with a draft note for your client, written in plain English. You edit it and send it yourself. We never contact your client or the IRS.

   • Draft you can edit
   • Results go only to you
   • You decide what happens next

The labels

Every notice gets one of five labels.

The label is always written out. Colour is only a second signal.

IRS error

One of this year’s wrong notices. Nothing to do but keep it on file.

Wait for the check

The refund is coming, just not the way the client expected.

Not ours

For a different year, entity or preparer.

Respond by a date

Real work, with the date and amount pulled out.

Needs your eyes

Couldn’t be read with confidence, so it goes to you unlabelled.

NoticeClerk sorts and explains letters for the tax preparer’s review; it does not represent taxpayers, file anything or give tax advice.