What it is
A missed notice date costs the client money. A single log gives every notice its response date, status and result.
This workbook records each notice and its dates, checks that authority is on file, tracks amounts, and flags the notices that need a response now.
When to use it
- When a client sends a notice.
- In weekly review of open matters.
- At year end to measure results.
What’s inside
- Notices tab with 60 rows
- Days left and flag columns
- Summary by agency with open difference
- Checks that the summary agrees to the log
Standard cited
This template follows Notice management. It is written in our own words, except for phrases the standard requires the document to contain, with [bracketed placeholders] for client details, amounts in USD and dates as MM/DD/YYYY. Check it against the current standard and your firm’s methodology before use.
Questions
Which date do I enter?
The response date printed on the notice.
Why track authority?
The firm cannot talk to the agency without a signed power of attorney or authorization.
What is the open difference?
The amount proposed less the amount agreed and the amount removed.
Related templates
- IRS CP2000 Notice Response Letter
- IRS Penalty Abatement Request Letter
- IRS or State Notice Response Engagement Letter
- Tax Extension and Due Date Tracker (Excel)
Last updated 11/06/2026. All free templates.