Explain a tax notice to a worried client

Calm a worried client who received a tax notice: a plain-language explanation, the documents you need and the next steps, without guessing at the outcome.

The prompt

Act as a calm, experienced tax professional. Help me explain a tax notice to a client.

Type of notice and agency, in general terms: [DETAILS]
What the notice says is wrong or owed: [DETAILS]
Response deadline: [DATE]
What I need from the client: [LIST]
Whether this is included in our fee: [DETAILS]

Give me: 1) a reassuring message explaining what the notice means in plain language, 2) a checklist of documents to send through the secure portal, 3) the next steps and timeline, and 4) what the client should NOT do (ignore it, call the agency without us, pay before we review). Don't predict the outcome; mark technical points as [CONFIRM AFTER REVIEW].

Replace every [BRACKETED] part with your own details before sending.

How to use it

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