AI Guides / AI for accountants

Make sense of tax notices with AI, for accountants

Tax notices land in your inbox with dense code numbers, vague warnings, and tight deadlines. AI reads the letter, pulls out the agency's main point, and drafts a plain summary for your client.

What to gather first

• Scanned PDF of the tax notice
• Client tax return for that year
• Notes on any recent payments made

Which app

For this one, a plain AI chat window is enough. Open the chat, paste what you gathered, and type the message below.

How to do it

1. Paste the notice text. Drop the text or upload the scanned page into AI. Redact the client's Social Security number or employer identification number first. Tell AI to read the document completely before writing.
2. Ask for the core facts. Have AI list the tax year, the proposed change, the dollar amounts, and the deadline to respond. AI separates the standard boilerplate paragraphs from the actual issue. You get a clean list to review.
3. Draft the client update. Ask AI to draft an email explaining the letter in plain English. AI frames the issue without technical tax jargon. You read the draft, verify the amounts, and adjust the tone.
4. List the required actions. Tell AI to outline the specific records needed to dispute or accept the notice. AI creates a simple checklist of documents for the client to track down. You review the list before sending it out.

What to type first

Change the words to match your business. AI follows what you say, so say what done looks like.

Before you trust it

• Match the proposed balance due against the page in the notice.
• Verify the exact deadline date shown on the first page of the letter.
• Confirm that the tax year matches the client's file in your records.

Once this works, try having AI draft your formal response letter back to the tax agency.

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