TSCPA News

IRS Announces Online Upload Option Now Available for 9 Notices

February 16, 2023

The IRS recently announced that taxpayers who receive certain notices requiring them to send information to the IRS now have the option of submitting their documentation online through IRS.gov

Initially, the online correspondence feature will be available to taxpayers who receive one of nine notices. The IRS has plans to expand the capability to dozens of other notices in the future. Language on the notice informs the taxpayer to "Send us your documents using the Documentation Upload Tool within 30 days from the date of this notice." It includes the upload link and a unique access code.

Taxpayers who receive one of the following notices with the link and access code can choose to upload their documents:

  • CP04, relating to combat zone status
  • CP05A, information request related to a refund
  • CP06 and CP06A, relating to the Premium Tax Credit
  • CP08, relating to the Child Tax Credit
  • CP09, relating to claiming the Earned Income Tax Credit (EITC)
  • CP75, relating to the EITC
  • CP75a, relating to the EITC
  • CP75d, relating to the EITC and other credits

The taxpayer can open the link in any browser and then input their unique code, their first and last name and their Social Security, Individual Taxpayer Identification, or Employee Identification number. They can then securely upload scans, photos or digital copies of documents (maximum of 15 megabytes per file, up to 40 files). The taxpayer then receives a confirmation the IRS received their documents.

Taxpayers receiving these notices can respond securely to the IRS online, regardless of whether they have an IRS Online Account.

For more information, see IRS Fact Sheet 2023-05.