IRS Audits: Records We Might Request

When conducting your audit, we will ask you to present certain documents that support the income, credits or deductions you claimed on your return. You would have used all of these documents to prepare your return. Therefore, the request should not require you to create something new.

Your notice will instruct you on how and when to present your records. If we’re conducting your audit by mail, the address to mail the requested records to will be on your notice. If we’re conducting your audit in person, bring the records with you.

Never mail original records. Send us copies.

How to organize the requested records

Organizing the records you bring or send us will speed the process and prevent errors or misunderstandings. Organize them by year and type of income or expense, and include a summary of transactions.

Examples of records we might request

Every audit focuses on certain aspects of a return, but the kinds of records we request will most likely be on the following list. No record can stand on its own. You must include the circumstances surrounding any document you send. Remember, only send us copies.

  • Receipts – Present these by date with notes on what they were for and how the receipt relates to your business. In addition to providing the dollars paid or received for a service or product, certain kinds of receipts can prove mileage.

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