Tax Audit Lookback Period Record Request Form
Submit your request for records relevant to a tax audit lookback period. Please provide accurate details to ensure timely processing.
Full Name
*
First Name
Last Name
Organization or Business Name (if applicable)
Email Address
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Audit Lookback Period (Start Date)
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Audit Lookback Period (End Date)
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Type(s) of Records Requested
*
Invoices
Receipts
Payroll Records
Tax Returns
Bank Statements
Contracts/Agreements
Other
Preferred Delivery Method
*
Secure Email
Physical Mail
In-Person Pickup
Additional Notes or Instructions (optional)
Submit Request
Should be Empty: