Build a row for each tax year
List the agency, return type, filing status, and balance date. Add the notice number and any existing agreement. Keep proposed changes in a distinct column from amounts already reflected in the account. This working sheet is an organizing tool, not a substitute for an official payoff quote or a professional review of the tax calculation.
Reconcile the payments you made
Match receipts to the correct year and return type, then review account records for their application. Flag a missing or unexpected credit for follow-up. Save the amount, date, confirmation number, and payment method rather than relying on a bank withdrawal alone. A payment can leave your bank before the account record you are viewing has updated.
Use the map to set priorities
Place notices with response dates at the top of the review file. Then identify missing returns, disputed items, and balances you agree are due. Write one question beside each uncertainty. This structure makes a consultation more productive because the discussion can focus on records and available actions instead of reconstructing the history from a pile of mixed envelopes.
Your action checklist
Use the checks to plan. Do not send sensitive documents through this website.
Questions people ask
Is a transcript the same as my entire return?
Different transcripts show different information. Review the IRS explanation of transcript types and retain your complete filed return, attachments, and payment records alongside account information.
Why record the balance date?
Balances can change as payments and additions are posted. A dated figure helps you compare records accurately and decide when to request updated information.
Official resources
Agency rules and your facts control. Review current guidance before acting.