Preparation and Tact Are Keys to Promptly Resolving Tax Notices

Preparation is essential to quickly resolving employment tax notices and avoiding often long and unproductive phone calls, two payroll professionals said June 21, during PayrollOrg’s 2023 Virtual Congress

Employers generally receive tax notices when the IRS or local agencies note a discrepancy in reporting. The most common employment tax notices involve mismatched Forms W-2, incorrect reporting in Form 941, or reporting issues with Social Security deferrals, among others.

Once a tax notice is received, employers should perform their due diligence by gathering as much information as possible regarding the discrepancy. “You must research your issues prior to calling and figuring ...