A CP2000 notice is issued when a taxpayer fails to report all income on a tax return. While frequently this is an honest mistake or oversight, that explanation does not matter to the IRS. Automated Underreporter (AUR) exams impact millions of taxpayers each year—resulting in billions of taxes, penalties, and assessments being assessed by the IRS. 

Imagine being able to notify a client months in advance that they might be subject to an Automated Underreporter (AUR) exam. Utilizing IRS transcripts, you can predict if your client may be about to receive a CP2000 notice, helping your client save money and stopping the blame game once and for all. 

Learning Objectives:

• Recognize how the IRS Automated Underreporter (AUR) exam program works


• Recall how transcripts, and transcript software, can assist you in spotting issues MONTHS before the IRS takes action


• Summarize best practices and effective steps to address a potential AUR exam, potentially saving your client money