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Specifies an interview date and time, contact instructions, and the taxpayer’s cooperation requirements, including preparation of documents from the attached Form 4564. Explains that a taxpayer may be represented using Form 2848 or Form 8821 and outlines taxpayer rights via Publication 1 and Notice 609. Requests records to verify Employee Retention Credit eligibility, including COVID-19 suspension documentation and gross receipts data for relevant quarters.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/employment-tax-examination-appointment-letter-irs-information-document-request/288580/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/employment-tax-examination-appointment-letter-irs-information-document-request/288580.png","ImageObject",442,249,{"name":88,"@type":89},"Finn","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-19","2026-09-17",true,{"@type":98,"interactionType":99,"userInteractionCount":76},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What should the taxpayer do to confirm the examination appointment?","Question",{"text":108,"@type":109},"Call to confirm the initial interview upon receipt and be available at the scheduled appointment time. If the time is not convenient, contact the agent to reschedule.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Can someone represent the taxpayer during the examination?",{"text":113,"@type":109},"Yes. Provide a completed Form 2848 (Power of Attorney and Declaration of Representative) or Form 8821 (Tax Information Authorization) at the first meeting or mail it before the first appointment.",{"name":115,"@type":106,"acceptedAnswer":116},"What documents are requested to support the Employee Retention Credit claim?",{"text":117,"@type":109},"Provide documentation of COVID-19-related full or partial suspension and copies of governmental orders, plus records showing gross receipts for relevant quarters (e.g., 2019–2021) to substantiate a significant decline in gross 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regarding this examination.  \nDate:November 2,2023  \nPlace:  \nWhat you need to do  \nPlease call me on or before September 12,2023,to confirm this appointment.You can reach me at the numbershown above between the hours of 6:00 am-2:30 pm.If this date and time is not convenient,please giveme a call so that we can schedule amore convenient time.  \nWe understand that the COVID-19 pandemic may present challenges that could impact your ability to effectivelyprepare for an examination.During our conversation we can discuss any concerns or questions you may have.  \nTo reduce the amount of time spent on this examination,please have available the items listed on the attachedForm 4564,Information Document Request,at our scheduled appointment.During our telephone conversation,we will talk about these items so if you have questions,feel free to ask.  \nSomeone can represent you  \nYou may have someone represent you during any part of this examination.If you want someone to representyou,please provide me with a completed Form 2848,Power of Attorney and Declaration of Representative,orForm 8821,Tax Information Authorization,at our first meeting or mail it to me prior to our first appointment.You can get these forms from our office,from our web site at www.irs.gov,or by calling 800-TAX-FORM(800-829-3676).If you decide you want to have someone represent you after the examination has started,wewill delay further examination activity until you are able to secure representation.  \nYour rights as a taxpayer  \nWe have enclosed Publication 1,Your Rights as a Taxpayer,and Notice 609,Privacy Act Notice.We encourageyou to read the Declaration of Taxpayer Rights found in Publication 1.This publication discusses general rulesand procedures we follow in examinations.It explains what happens before,during,and after an examination,and provides additional sources of information.  \nDate:08/29/2023Taxpayer ID number:Form:Tax periods:Person to contact:Emplovee ID number:Contact telephone number:  \nTime:9:00 am  \nThank you for your cooperation,and I look forward to hearing from you by September 12,2023.Sincerely,  \nInternal Revenue Agent  \n# Enclosures:\n\nPublication 1  \nNotice 609  \nPublication 5146  \nForm 4564  \n\n| Fom4564  \u003Cbr>(Rev.September 2006)   | Department of the Treasury—Internal Revenue Service  \u003Cbr>Information Document Request   |  |  | Request Number  \u003Cbr>1   |\n| --- | --- | --- | --- | --- |\n| To:(Name of Taxpayer and Company Division or Branch)  \u003Cbr>Please retum Part 2with listed documents to requester identified below   |  | Subiect   |  |  |\n|  |  | SAIN number   | Submitted to:   |  |\n|  |  | Dates of Previous Requests (mmddy)  \u003Cbr>None   |  |  |\n\n\n|  |\n| --- |\n\n# Description of documents requested\n\nPlease call to confirm initial interview upon receipt.  \nThe following information is being requested for the examination of      for the quarters ended.The information requested willbe used to verify the accuracy of the return and to determine whether:  \n## a)  The Employee Retention Credit is applied correctly.\n\nIf you will be represented by a Power of Attorney,the Form 2848 Power of Attormey should include the followingon Line 3 Tax Matters:Income/Excise,Exempt Status,Employment,Unrelated Business Income Tax.  \nBelow is an example:  \n\n| Description of Matter   | Tax Form Number   | Year(s)   |\n| --- | --- | --- |\n| Income/Excise,Exempt Status   | 990   | 2019-2023   |\n| Unrelated Business Income   | 990-T   | 2019-2023   |\n| Employment   | 941   | 2019-2023   |\n\nYou may list the current tax year/period and any tax years or periods that have already ended as of the date yousign the power of attorney.Check the box if the Power of Attorney is to be sent notices and communications.Indicate if all communication should go through the Power of Attorney or if they should receive copies only.  \n","cbCaiaKQCm9Q3pDh","https://ap.wps.com/l/cbCaiaKQCm9Q3pDh","pdf",3627447,"English","# Appointment and contact requirements\n## What the taxpayer must do\n## Representation options\n## Taxpayer rights and enclosed materials\n# Information Document Request\n## Requested documentation for ERC verification\n## Gross receipts and COVID-19 suspension evidence\n## Submission timing and correspondence details","[{\"question\":\"What should the taxpayer do to confirm the examination appointment?\",\"answer\":\"Call to confirm the initial interview upon receipt and be available at the scheduled appointment time. If the time is not convenient, contact the agent to reschedule.\"},{\"question\":\"Can someone represent the taxpayer during the examination?\",\"answer\":\"Yes. Provide a completed Form 2848 (Power of Attorney and Declaration of Representative) or Form 8821 (Tax Information Authorization) at the first meeting or mail it before the first appointment.\"},{\"question\":\"What documents are requested to support the Employee Retention Credit claim?\",\"answer\":\"Provide documentation of COVID-19-related full or partial suspension and copies of governmental orders, plus records showing gross receipts for relevant quarters (e.g., 2019–2021) to substantiate a significant decline in gross receipts.\"}]","Employment Tax Examination Appointment Letter - IRS Information Document Request | PDF",6]