Welcome to the site. Different expert here, with a few tips for going to your audit.
You didn't describe your income
and expenses, but audits of wage earners are relatively straight forward and most items easy to support. People who have rental properties
, schedule C
businesses, and other incomes
or losses are more likely targets.
The best way to prepare
for your own audit is to contact the auditor and ask what specific items he or she wants to examine. This limits the scope of the exam, and allows you to assemble the supporting documents needed to answer those questions alone.
Just that limitation
request might limit the exam to one or two items, which you may be able to handle by mailing copies of your supporting documents in for support. It's a lot easier than a face to face audit. If the auditor is so busy, they will appreciate the opportunity to clear an audit without an appointment if possible.
I normally advise hiring a tax pro for audits, just for the peace of mind of not taking the audit personally. Your circumstances will dictate what you need to prepare for and the issues.
IRS employees are trained to treat citizens the way they do. It is intended to gather information and take an advantage in an audit environment. It's another reason why tax pros are better suited to audits. It's not personal
Also, do not volunteer any information to the auditor. If you must appear, and choose not to hire someone, be polite, dress appropriately, and answer questions relating to the limited scope you arranged before going. Make copies of your supporting documents (do not bring originals) and let the auditor make copies for their records. Casual conversation is not required.
Just a few tips on how you might handle things. If I can help further, please ask for me (I'm PDtax
) by name, and I will be able to assist tomorrow.
Thanks for asking at Just Answer.