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L1.07.21 – Intro to Exam – (2 CE)



Intro to Exam

IRS Program #: XQQU-T-00742-21-O/S
CE: 2
Speaker: Alan Pinck, EA

The IRS undertakes many different types of reviews of tax returns. This course discusses the two most basic types of inquiries, math error notices and automated underreporter notice, and how to effectively address them.

Learning Objectives:

  • Explain math error authority and how to resolve erroneous changes.
  • Understand the automated underreporter process and how to resolve inquiries.

Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at education@naea.org.

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