What should I do to prepare for my informal conference?

Please provide a written statement of the issues you would like to discuss in your informal conference at least two weeks in advance of your conference date. If you have additional documentation that an auditor will need to review, please provide that documentation to the auditor directly prior to the date of your conference.

Field and office auditors do not have to stop working with taxpayers after they have requested a conference. Auditors may continue to work with taxpayers throughout the conference process and can make appropriate adjustments to a proposed assessment.

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