Tax letters and notices: how to handle the paper
If a tax letter arrives, this guide explains how to preserve it and pass it to your preparer. It does not interpret your letter.
Guide · Version 1 · 2 min read · Reviewed by Meridian Review Team · Sep 15, 2026
First, do not panic
A notice is a written message from a tax agency. Many are routine. Some ask you to act by a date.
What to do with the paper
- Keep the original, unopened pages together, including the envelope if it shows a postmark.
- Note the date it arrived.
- Scan every page, front and back.
- Upload it through the secure portal to your preparer.
What not to do
- Do not post the letter or any detail from it in this community.
- Do not ignore a response date. Tell your preparer promptly so the date is not missed.
- Do not call numbers listed in an email or text that claims to be from a tax agency. Real notices arrive by mail.
What the hub can and cannot do
The hub explains what notices are in general terms. It cannot tell you what yours means or what to do about it. That is a question for your preparer, through the secure portal.