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Tax Notice Mismatch Reply With Documents (No Tax Advice)

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Reply to a tax notice that does not match your records, with documents and questions, and without giving tax advice.

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Write a reply to a tax notice that says my reported income or deductions do not match their records, asking for the basis and sending documents. Inputs I will provide: tax authority [TAX_AUTHORITY], notice number, date and tax year [NOTICE_DETAILS], what they say does not match [MISMATCH_DESCRIPTION], what my records show [MY_RECORDS], documents attached [DOCUMENTS_ATTACHED], response deadline in the notice [NOTICE_DEADLINE].

Please have the letter answer the specific item, attach documents with an index, ask for a corrected notice or an explanation of how the figure was reached, and ask for confirmation that it was received. It should avoid giving tax advice and suggest checking with a qualified tax professional.

Documents that usually matter: The notice with its envelope, the forms I filed, third-party statements such as employer or bank documents, and proof of when I sent the response. Remedies that are usually on the table: A corrected notice, a closed review, a request for more documents, or an appeal route and deadline. They will often answer: Authorities often require a reply by a fixed date and may adjust figures automatically if there is no reply; reply on time and mark the date [VERIFY deadlines with a tax professional].

To begin work on the tax notice mismatch reply with documents (no tax advice), take me through a short decision tree covering whether the problem is documented, who the right recipient is, and which remedy is realistic, show the branch taken, and then produce the letter. Return the letter plus a cover note of about 50 words, then the steps to take for silence or refusal (reply by the deadline, then follow up on receipt, then ask a professional about appeal rights), then a list of exhibits (notice, filed forms, third-party documents, proof of sending). Send it by a tracked route with a signature on delivery, and store the receipt and a scan of the letter.

Invent no statute or deadline; work from [JURISDICTION] and [RELEVANT_LAW_OR_POLICY_IF_KNOWN] and nothing else, and add a line telling me to confirm the rules with a professional or consumer agency. Write it in my own voice as a private individual, with no invented titles. Keep it firm, factual and polite, without exaggeration, put the date from [DEADLINE] on any request, and say where an outcome is uncertain. This is drafting help, not legal advice.

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Re notice CP-2204 dated 3 April, tax year 2023
Your notice says I did not report 2,300 of interest. My records show that 1,800 was reported on page 2, line 2b of my return (copy attached) and that the remaining 500 is from an account closed in January, for which I attach the bank's year-end statement showing 0 interest.
Please send a corrected notice or explain how you reached 2,300. The deadline in the notice is 3 May; I am replying within it. I suggest I confirm all of this with my tax adviser.

• tax