Start with the year and the notice
Prior-year return questions can involve missing income documents, old returns, IRS letters, Oklahoma Tax Commission notices, or records that need to be reconstructed.
- Which tax years are involved
- Any IRS or Oklahoma Tax Commission letters
- Prior-year returns if available
- Income documents and business records for the year in question
Call before sending documents
Because prior-year matters may involve sensitive information, call the office before sending tax documents, IDs, Social Security numbers, or financial records.
- Do not email sensitive documents
- Call for instructions
- Bring records only after confirming what is needed