Quick answer
Prepare the main documents that prove what happened, who is involved, what deadline applies, and what outcome you want. If you are facing a tax audit, start with the notice or agreement, identity details, payment or income records, messages, official correspondence and a short timeline.
Key takeaways
- Prepare the main documents that prove what happened, who is involved, what deadline applies, and what outcome you want. If you are facing a tax audit, start with the notice or agreement, identity details, payment or income records, messages, official correspondence and a short timeline.
- Create a one-page summary with names, dates, documents received, money involved, deadlines and the outcome you want. Put the strongest source document first. If there is a court date, referral date, expiry date, complaint deadline or payment deadline, place that date at the top of the file.