Tax Authority Correspondence Agent
Reads notices from HMRC, the IRS and state authorities, works out what is being asked and drafts the response.
The challenge
Notices arrive unpredictably, carry short deadlines, and usually concern a return someone else prepared two years ago. Finding the context takes longer than writing the reply.
What the agent does
- Classifies the notice, extracts the deadline and creates the task with the right owner.
- Pulls the return, workings and earlier correspondence it relates to.
- Compares the authority’s figures with the firm’s and identifies the difference.
- Drafts the response and a plain-language note for the client.
Your people stay in control
A tax professional approves every response. Deadlines are tracked independently of the draft.
Works with
- Practice management
- Tax software
- Document management
- Authority online accounts via staff
How we measure success
- Time from notice to draft response
- Deadlines met
- Hours per notice
Kind of work
Drafting. The agent writes the first version of a document for a person to edit and approve.
More in Accounting & Audit
Workpaper Preparation AgentRolls forward last year’s file and prepares leadsheets, reconciliations and tie-outs for the associate to complete.Client Data Normalisation AgentTurns messy trial balances, ledgers and exports into clean financial data mapped to the firm’s own leadsheets.PBC Request and Evidence AgentBuilds the request list, chases the client, and checks each document received against what was asked for.Substantive Testing AgentSelects samples, vouches them to source documents and records each result with the evidence attached.
Want this working in your firm?
We can show it working on real examples from your business before you commit to a full build.