Question 1

Which notices does this cover?

Accepted Answer

Most IRS and state letters that call for a reply, like a CP2000 proposing changes, a CP14 balance due or a state notice of adjustment. Edit the questions and checklists by notice type, or keep one version of the flow for each notice you see often. Collection notices with appeal rights carry strict deadlines, so read the dates on the letter first.

Question 2

Does Hubflo send the response to the IRS?

Accepted Answer

No. Your team sends it by mail, by fax or through the IRS Documents Upload Tool, and pulls transcripts in Tax Pro Account or e-Services. Hubflo runs everything around that work: the notice, the 2848, the documents, the client's approval and the updates.

Question 3

Can clients sign Form 2848 electronically?

Accepted Answer

They can sign it in their portal, and on a joint return each spouse signs their own form. The IRS accepts electronic signatures on Form 2848 under its own rules, which depend on how the form is submitted. Check them before you rely on one.

Question 4

What if the response date is close?

Accepted Answer

The notice is the first thing the client uploads, so your team sees the date on day one. If you need more time, call the number on the notice and ask. Whether you get it is up to the IRS.

Question 5

Can this get my client's penalties removed?

Accepted Answer

The flow gets the notice, the 2848 and the documents in front of your team. Whether to ask for penalty relief, and whether the IRS grants it, stays with your firm's judgment and the IRS.

Question 6

Can I change the steps?

Accepted Answer

Yes. Add a call for clients who want to talk it through, move the fee to the end, or drop the 2848 step when one for those years is already on file. Every form and checklist can be edited to match how your firm works.

Answer every IRS notice before the response date

The workflow, step by step

Open the case

Engage and authorize

Build the response

Send and follow up

A notice response stalls on the signed 2848

The whole letter, first

The 2848 goes out early

Status without the phone call

Put this workflow to work

Questions, answered

Explore more workflows

Year-end close and financial statements

Accounting client onboarding

Monthly bookkeeping close