If you receive an audit notice from the
IRS, you need to acknowledge it and respond promptly. If you had your taxes
prepared at Jackson Hewitt, then you should contact your local office before
sending information or additional money to the IRS in response to an audit
notice. The IRS may have made an error in the amount they state you owe and the
audit item may require the knowledge that only your tax professional can
How Are Returns Chosen for Audit?
Returns that are
examined are chosen either by computerized screening, by random sample or by an
income document matching program. There are circumstances that may cause the IRS
to examine your return more closely. For example, the IRS may request more
information if your itemized deductions are very high or if you claim tax
shelter losses. Your tax return may also be selected for examination on the
basis of information received from third-party documentation, such as a Form
1099 or a Form W-2, that does not match the information reported on your return.
You may also be selected to address the questionable treatment of an item on
your tax return. If your business expenses or charitable contributions of cash
are substantial in relation to your income, you may receive an audit notice.
Many examinations result in a refund or acceptance of the tax return without
change, but some may result in a change in tax liability.
The IRS audit notice may either require you to attend a
subsequent meeting in person or to send additional information by mail. You may
choose to have Jackson Hewitt assist you during your audit. A representative
will appear with you at an audit, at no charge, to explain how your tax return
was prepared. Jackson Hewitt cannot act as your legal counsel, financial advisor
or otherwise represent you in connection with an audit.
If the examination
results in a change to your tax liability, you may want the IRS to reconsider
your case. The IRS may reconsider your case if you are submitting additional
information that could result in a change to the additional amount they
determined that you owe, you are filing an original delinquent return after they
determined that you owe an additional amount, or you have identified a
mathematical or processing error they made. You should gather copies of your
records, tax returns, and canceled checks, and any other necessary information
to support your case. Your reasons for disagreeing cannot be based only on
moral, religious, political, constitutional, conscientious, or similar
If you cannot reach an agreement regarding the proposed changes
to your tax return, the IRS may send you Letter 525, General 30-day Letter,
notifying you of your rights to appeal, a copy of the tax examiner's report and
an agreement or a waiver form. If you do not respond to this letter, or if you
still do not reach an agreement with the appeals officer, the IRS will send you
a Letter 531, Notice of Deficiency. You have 90 days from the date of this
notice to file a petition with the Tax Court. If you do not file this petition,
you will receive a bill for the amount due. Please consult your local Jackson
Hewitt Tax Service office for more information.
If you filed a joint tax return, you are jointly and individually
responsible for the tax and any interest or penalty due on the joint return,
even if you later divorce. In some cases, a spouse may be relieved of the tax,
interest, and penalties on a joint return. You can request relief no matter how
small the liability. Three types of relief are available:
spouse relief - This may apply to all joint filers.
- Separation of
liability - This may apply to joint filers who are divorced, widowed, legally
separated, or have not lived together for the past 12 months.
relief - This applies to all joint filers.
Innocent spouse relief
and separation of liability apply only to items incorrectly reported on a joint
tax return. If a spouse does not qualify for innocent spouse relief or
separation of liability, the IRS may grant equitable relief. Each type of relief
is different and each has different requirements. You must file Form 8857,
Request for Innocent Spouse Relief, to request any of these methods of
Jackson Hewitt Tax Service office provides free audit assistance
for customers for whom we prepared returns. Contact your local Jackson Hewitt
office for more information or assistance. Use the Office Locator feature
available on this Web site or call 1-800-234-1040 to find the Jackson Hewitt
location most convenient to you.
Jackson Hewitt Tax Service office
provides free audit assistance for customers for whom we prepared returns.
Contact your local Jackson Hewitt office for more information or assistance. Use
the Office Locator feature available on this Web site or call 1-800-234-1040 to
find the Jackson Hewitt location most convenient to you.