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Receiving a letter from the IRS can be intimidating, especially if a Form 4564, officially known as an Information Document Request (IDR), is attached. This form is what the IRS uses for an audit to collect specific documents that support, or challenge, what you reported on your tax return.
If you’ve received an IRS Form 4564, don’t panic. It doesn’t mean you’ve done anything wrong. However, it does mean your return has been selected for review, and the IRS wants proof of your reported income, expenses, credits, or deductions.
Responding correctly, and on time, is essential to prevent penalties, avoid unnecessary scrutiny, and protect your rights.
IRS Form 4564 is a formal request from an IRS examiner asking for records related to a tax return that’s under audit. It tells you:
In most cases, Form 4564 accompanies an IRS audit notice—either as part of an initial contact or a follow-up once the examination begins. You may receive multiple IDRs during a single audit.
Form 4564 is one of the IRS’s primary tools for verifying taxpayer information across several types of audits:
Each of these audits requires detailed records to back up your claims. The IRS uses Form 4564 to request these supporting documents directly from you.
Facing an IRS audit? Let our partner tax professionals guide you. Call us now: 971-234-2400.
The IRS may send Form 4564 (IDR) for several reasons, including:
When the IRS sends Form 4564 (Information Document Request), it includes a detailed list of documents and explanations the agency needs to verify your tax return. Each request corresponds to a specific issue under review—whether it’s verifying reported income, confirming deductions, or validating eligibility for tax credits such as the Employee Retention Credit (ERC).
The IRS Form 4564 acts as a roadmap for the audit process. It shows exactly what the IRS wants to see and why. The more organized and complete your response is, the faster your audit can be resolved.
Received IRS Form 4564? Get expert help preparing your IDR response today.
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The specific documents you’ll be asked to provide depend on the type of audit and the items being examined, but most IRS 4564 requests include one or more of the following:
Every document requested on IRS Form 4564 is tied to a specific line item, transaction, or claim on your tax return. For instance, if you claimed a large deduction for advertising, the IRS may request related invoices and payment records. If you received an ERC credit, they’ll want payroll details and proof of the qualifying government order.
The IRS uses these records to confirm that each reported figure is accurate and that you’ve followed the proper tax laws and eligibility rules.
Failing to provide complete or organized documentation can lead to audit delays, credit disallowances, or even penalties if the IRS determines your records don’t substantiate your claims.
When responding to a Form 4564 Information Document Request, organization and clarity are key. Gather every requested record, label it according to the IRS’s numbering system, and present it in the order listed on the form. Include a brief cover letter summarizing your submission, and highlight any documents that directly support disputed items.
Providing a clear, professional response not only helps the IRS agent review your file faster but also demonstrates your cooperation and attention to compliance—two factors that can work in your favor during the audit process.
Our trusted tax attorney and CPA partners are to help you.
Call us today at 971-234-2400.
Most responses are due within 30 days. The deadline appears at the top of the form. Always request more time before that date if needed.
Ignoring Form 4564 can escalate your case quickly:
The IRS may issue a summons requiring in-person testimony.
Credits or deductions may be disallowed by default.
You could face additional taxes, penalties, and interest.
The audit could expand to other years or tax items.
Timely, professional responses help prevent unnecessary penalties and preserve your right to appeal.
No. The audit notice informs you that your return is under examination. Form 4564 lists the documents you must provide as part of that process.
Often yes. Many IRS agents allow uploads via secure email or portal. Always confirm your assigned agent’s preferred method.
Recreate records if possible or explain why they’re unavailable. The IRS values transparency over omission.
Yes. A CPA, Enrolled Agent, or tax attorney can represent you before the IRS, prepare your Form 4564 response, and ensure compliance with all deadlines.
The IRS reviews your materials and may:
Close the audit with no change.
Request more information.
Issue a disallowance letter if they disagree with your claim.
Our trusted tax attorney and CPA partners are to help you.
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If you’ve received Form 4564, don’t face it alone. Quick, professional action can make all the difference in protecting your ERC refund.
Don’t hesitate to reach out for help — we’re here to guide you every step of the way
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