
Loan agreements – Include a copy of the original loan with the following:.Divorce settlements including custody agreements.Legal papers – Include a description of what the case was about, when it happened and how it relates to your business, credit or deduction.

Canceled checks – Group these with copies of the bills they paid and any applicable employer reimbursement.Bills – Include the name of the person or organization receiving payment, the type of service and the dates you paid them.In addition to providing the dollars paid or received for a service or product, certain kinds of receipts can prove mileage. Receipts – Present these by date with notes on what they were for and how the receipt relates to your business.You must include the circumstances surrounding any document you send. Examples of records we might requestĮvery audit focuses on certain aspects of a return, but the kinds of records we request will most likely be on the following list. Organize them by year and type of income or expense, and include a summary of transactions. Organizing the records you bring or send us will speed the process and prevent errors or misunderstandings. If we’re conducting your audit in person, bring the records with you. If we’re conducting your audit by mail, the address to mail the requested records to will be on your notice. Your notice will instruct you on how and when to present your records.

Therefore, the request should not require you to create something new. You would have used all of these documents to prepare your return. When conducting your audit, we will ask you to present certain documents that support the income, credits or deductions you claimed on your return.
