Extract data from IRS notices
Unstract reads IRS CP notices and letters, state tax notices and notices of assessment, scanned or photographed, and returns the tax year, proposed changes, amount due and response date as checked data in your tax software.
client: the NEC income is on her Sch C - call
Notice CP2000 · Tax year 2024 · Page 1 of 5
{ "notice": "CP2000", "tax_year": 2024, "taxpayer": "Marisol A. Bennett", "unreported_income": 9550, "proposed_tax_increase": 2101, "penalty": 420, "interest": 136, "amount_due": 2657, "respond_by": "SEP 23 2026", "confidence": 0.96}
Trusted by tax and accounting teams around the globe
Notices come in by mail, by photo and months after the return
The IRS writes to the client, not the preparer. By the time a notice reaches your firm, it usually looks like one of these.
Phone photos of the letter a client opened at home
A different layout for every notice number
Client notes and a ticked box on the reply page
The notice, the 1099s it cites and the return, in one file
State notices and foreign notices of assessment
Someone opens each letter and types the tax year, amount and response date into a tracker, and a notice left in the pile past its date turns into an assessment, more interest and a collection letter for the client.
Unstract reads each notice, pulls the proposed changes, amount due and response date, checks them against the filed return and puts the result in your tax software and your practice management system.
Parse, extract and automate the notices in your queue
Three products, used together or one at a time. Start by reading notices and add the notice workflow once the queue justifies it.
Parse IRS notices into layout-preserved text, proposed changes table included
LLMWhisperer reads a notice from a scan, a fax or a client's phone photo and keeps the page layout. The proposed changes table stays a table, each payer stays on the row with its reported amount, and the response date keeps its label instead of floating loose among the other dates on the letter.
Pass the text to your own LLM, or make it the first step of a larger notice workflow.
Learn more about LLMWhispererGet structured data from IRS notices, state notices and notices of assessment
Name the fields you track, and Document Studio returns every notice as the same JSON record: a CP2000, a CP14 balance due, a state assessment or a Canadian notice of assessment. Each income item the IRS cites is compared with the filed return, so an amount the client already reported under another payer's name arrives flagged.
Deploy it as an API or an ETL pipeline, or run it inside an orchestrated notice workflow.
Learn more about Document StudioTake every IRS notice from the mailbox to a tracked deadline
Describe how your firm handles IRS notices in plain English and Flow's agents build the workflow: scanned mail and client emails picked up, each notice classified by number and matched to the client and tax year, the proposed changes compared with the filed return, and a task with its deadline created in your practice management system, such as TaxDome or Drake Workflow. You approve the workflow once, and it runs the same way for every notice.
Every notice still reaches a person, because the reply is a judgment call. Collection notices such as CP504 and LT11, and any notice with a short deadline, go to a partner first.
Learn more about FlowRead a notice today. Hand the notice queue to Flow next.
Start for free to parse and extract your own client notices. Automating the notice workflow begins with a consultation.
IRS CP notices, IRS letters, state notices and notices of assessment
Documents
- CP2000 Proposed changes for underreported income
- CP14 Balance due
- CP501 Reminder of balance due
- CP503 Second reminder of balance due
- CP504 Notice of intent to levy
- CP11 Changes to your return, balance due
- CP12 Changes to your return, overpayment
- CP2501 Income discrepancy inquiry
- CP3219A Statutory notice of deficiency
- CP161 Request for payment (business)
- LT11 Final notice of intent to levy
- Letter 525 General 30-day letter
- Letter 566 Examination initial contact
- Letter 4883C Identity verification
- Income tax adjustment notices
- State tax notices and assessments
- Notices of assessment (Canada)
- Notices of assessment (Australia)
- Notices of reassessment
- Penalty abatement and installment agreement letters
Fields captured
Built for the people who answer the IRS for a client
Every client notice logged with its tax year and response date the day it arrives, and each CP2000 line set beside the return you filed.
CP14 through CP504 and LT11 read across years, so balances, penalties and levy dates for a resolution case sit on one screen.
A proposed adjustment or balance due spotted in the client's mail before month-end, so the books show the liability.
Federal and state notices for every entity logged by jurisdiction and due date, with the proposed amounts checked against the filed return.
Notices logged when they arrive, not when someone reaches the pile
Built for letters that carry a client's tax debt
An IRS notice carries the client's SSN, name and address, the income third parties reported and the amount the client owes. A missed response date costs the client money: the proposed tax becomes an assessment, and penalties and interest keep growing.
- Encrypted in transit and at rest.
- Client notices are never used to train models.
- Access by role and client: each preparer sees the notices for their own clients, and every correction and assignment is logged against the notice.
- Retention you control: processed notices are deleted on your firm's schedule.
- Self-hosted deployment keeps notices inside your own environment when a firm or tax department requires it.
What firms ask before they hand over the notice pile
The notice number and date, the tax year and form, the taxpayer, each income item the agency cites with the amount reported and the amount on the return, the proposed tax, penalties, interest, the amount due and the response date. Unstract returns all of it as one JSON record per notice.
Yes. The respond-by date and the amount you owe sit in fixed boxes on page one, and Document Studio returns both as their own fields. It also checks that the proposed tax, penalty and interest add up to the amount due, and flags a notice where they do not.
The SSN or EIN, name and tax year tie the notice to the client and the return. Each payer and amount on the notice is then compared with the filed return and the client's 1099s and W-2s, so the preparer sees which items the IRS says are missing and which already appear under another line.
Yes. CP2000 OCR through LLMWhisperer handles phone photos, skewed scans and faxes, and keeps each payer on the row with its amounts. A value read with low confidence goes to a preparer with the page image beside it.
Yes. Document Studio deploys IRS notice data extraction as an API endpoint: POST a notice, get the record back as JSON. It also runs as an ETL pipeline that picks notices up from a scanned-mail folder, email or an S3 bucket.
Yes. As a tax notice of assessment parser it reads CRA and ATO notices of assessment and reassessment, along with state notices, and returns them in the same record as IRS notices. Tax notice of assessment OCR keeps the summary table intact, so assessed tax, credits and the balance or refund stay on their own lines.
CP2000, CP14, CP501, CP503, CP504, CP11, CP12, CP2501, CP3219A, CP161 and LT11, Letters 525, 566 and 4883C, income tax adjustment notices, and penalty abatement and installment agreement letters. A notice number it has not seen before is still read, with no template to build.
Yes. Every record carries the notice type and response date, so a CP504 or LT11, or a notice due within days, can be routed to a partner ahead of routine balance-due reminders.
Yes. Describe the steps in plain English and Flow's agents build them: collect notices from mail scans and email, classify, read, compare with the return and assign a task with the deadline. You approve the workflow before it runs, and a person still decides every reply.
Unstract is SOC 2, ISO 27001, GDPR and HIPAA compliant. Notices are encrypted in transit and at rest, never used for model training, and deleted on the schedule your firm sets. Firms that need it can run Unstract self-hosted.
Bring last quarter's client notices to the consultation
CP2000s, balance-due reminders, state letters and a notice of assessment or two, scanned or photographed. We read them live and show the deadline, the amount and the return match for each one.