Prepare for a Form 5472 IRS Inquiry

Short answer: Read the request, calendar its deadline, preserve records, and assemble a reconciled factual file. Preparation is not the same as IRS representation.

What this guide covers

Prepare records for a Form 5472 IRS examination or inquiry, understand notice deadlines, and distinguish document preparation from representation.

This guide addresses: Prepare responsibly for an IRS Form 5472 inquiry or examination.

Continue your review

Use current IRS instructions and your own records for a fact-specific review. Browse all guides or read the Form 5472 complete guide.