EO Information Document Request Cover Letter (Exams Only)

This letter replaces the Letter 3606 (Rev. 11-2003), historically used as a cover letter for Form 4564 during the conduct of the audit. This is not to be used as an initial contact letter.

Department of the Treasury

Date:

Internal Revenue Service

[Insert date]

TE/GE Exempt Organizations Examinations

Taxpayer Identification Number:

[Insert street address]

[Insert TIN]

[Insert city, state, and ZIP code]

Form:

[Insert form]

[Insert name of entity]

Filing periods ended:

[Insert street address]

[Insert tax years]

[Insert city, state, and zip code]

Person to Contact / ID Number:

[Insert name and ID number]

Contact Numbers:

Phone Number: [Insert phone number]

Fax Number: [Insert fax number]

Manager's Name / ID Number:

[Insert manager's name]

[Insert manager's ID number]

Response Due Date:

[Insert date]

Dear [insert name of entity]:

Why I Am Sending You This Letter

I am in need of additional information from you to help in completing my audit of your organization. I ask that you send me the items I am requesting by [insert date].

Information Document Request

Enclosed is a Form 4564, Information Document Request, listing the items I need. Please mail this information to me at the address shown above. Original documents aren't required, but please ensure all copies are legible.

Communication

Please call me to discuss any potential issues and keep me informed of unavoidable delays. I’ll do likewise. The audit will proceed faster if we address questions and concerns and provide information to each other in a timely manner. You may also speak to my manager at any time. My manager’s name and phone number are also shown in the heading of this letter.

Thank you for your cooperation in this matter.

Sincerely,

[Insert name]

Internal Revenue Agent

Enclosures:

Form 4564