Respond to your IRS audit with a lawyer's toolkit

An IRS audit or notice is a documents problem: receipts, returns, bank statements, and deadlines. Use the same tools lawyers use to prepare their cases for trial to turn a shoebox of records into an organized, defensible response with powerful AI.

Get a demo
Casefleet document organization overview

The deadline is short. Your records span years.

  • Audit letters and CP2000 notices come with tight response deadlines, and extensions aren't guaranteed.
  • The records you need are spread across bank accounts, card statements, email receipts, and paper files from multiple tax years.
  • Every unsubstantiated deduction is money on the table, and one missing receipt can turn a question into an adjustment.

Every receipt, named and tagged by AI

Bulk-upload statements, receipts, invoices, and correspondence. Casey, Casefleet's AI assistant, proposes clear names and tags for every document, so "IMG_2047.jpg" becomes "2024-03 equipment receipt, $1,840" and your records sort themselves by year and category.

Audit documents tagged by type in the sources list
IRS audit chronology with receipts and statements as cited evidence

A transaction timeline matched to the years under audit

Build a chronology of the income and expenses in question, each entry linked to the statement or receipt that substantiates it. When the examiner asks about a specific deduction, you answer with a dated, documented record.

Turn the shoebox into a response file this week.

Find any document in seconds

Full-text search across every page, including scanned paper receipts processed with optical character recognition (OCR). Search by vendor, amount, or date instead of leafing through folders.

IRS CP2000 notice open in the document reviewer
Report builder generating an organized audit packet

An organized packet for the IRS, your CPA, or your attorney

Generate a clean report of your documentation, organized by issue and by year. Respond to the notice yourself with confidence, or hand your CPA or tax attorney a complete file and skip the hours they'd bill to organize it.

Product screenshots show an illustrative sample case. All names, documents, and details are fictional.

IRS audit documentation FAQs:

Is a CP2000 notice the same as an audit?

No. A CP2000 proposes changes when third-party income reports don't match your return; it is not an examination. An audit arrives as its own letter (such as Letter 566) identifying the years and items under review. Both come by mail, never by phone or email, and both define exactly what you need to document.

What documents do I need for an IRS audit?

Whatever substantiates the items under examination: receipts, bank and card statements, invoices, mileage logs, proof of payments, and prior returns. The IRS generally expects records that support the amounts on your return for the years in question.

How far back can the IRS audit you?

Typically three years from filing, extended to six for substantial underreporting, and unlimited in cases of fraud or unfiled returns. That's why keeping organized records for past years pays off.

What if I'm missing receipts?

Reconstruct what you can: bank and card statements, vendor records, calendars, and other contemporaneous evidence can often help substantiate expenses, though the substantiation rules vary by expense type (travel and vehicle expenses have stricter requirements). An organized timeline of what you have makes the gaps visible early, while there's still time to fill them.

Does Casefleet give tax advice?

No. Casefleet organizes your documents and builds a documented record. For advice on the audit itself, work with a CPA, enrolled agent, or tax attorney, and hand them an organized file instead of a shoebox.

Casefleet overview video

See Casefleet on your kind of case

Request a demo →