Generate a cross-referenced IDS/IDR response log that maps each IRS Information Document Request line item to the exact ledger entries, supporting schedules, and digital evidence file paths within the taxpayer’s QuickBooks Online rebuild for a Schedule C sole-proprietor under audit for substantiating vehicle expense mileage deductions

Generate generate a cross-referenced ids/idr response log that maps each irs information document request line item to the exact ledger entries, supporting schedules, and digital evidence file paths within the taxpayer’s quickbooks online rebuild for a schedule c sole-proprietor under audit for substantiating vehicle expense mileage deductions for Accounting, Tax Preparation, Bookkeeping, and Payroll Services industry

Accounting, Tax Preparation, Bookkeeping, and Payroll Services

Agent Configuration

Login required: You need to sign in to execute this agent.

Click to upload or drag and drop

Allowed: ZIP

Max size: 250MB

Export the complete QBO company file archive (Accountant’s Copy or .QBW backup) plus supporting Receipt, PDF, and Mileage Log folders directly from QuickBooks. Include any accountant adjustments for the tax year under audit so that all ledger entries, journal memos, and attachment links remain intact—crucial for proving an IRS IDR trace path.
Select the proper tax year the IRS Information Document Request (IDR) targets. Correct year ensures the AI maps Line-Item responses to the right period’s ledger and eliminates prior-year residue that auditors can misinterpret.

Click to upload or drag and drop

Allowed: PDF

Max size: 15MB

Upload the official IRS Form 4564 (Information Document Request) or the agent’s IDR letter with clear Line References (e.g., 4a—Vehicle Expenses). Preferably OCR-ready PDF. Ensures the AI knows the exact scope the auditor is validating.
Choose how granular the IRS agent’s scope is. Determines the depth at which ledger entries, sub-schedules, and source docs are cross-mapped for each IDR line item.
Identifies the Schedule C filer’s type so the AI can correctly apply Substantiation & Record Keeping rules for mileage and §274 business-expense substantiation while matching QBO chart-of-accounts logic.
Select how the finalized IDS/IDR map should be packaged for the client’s tax preparer or directly for IRS review. File structure affects cross-referencing clarity.
Specifies what method the client used to track mileage. Influences what DI evidence files the AI must locate and cross-parameterize for each IDR vehicle line item.
Determines whether the AI should incorporate adjusting-journal-entry work-papers already in the CPA’s tax file. Controls whether MAP-99 or TB maps are pulled from QBO and decrypted for mapping.
Describe any defensive positions or concessions the client wishes to assert, e.g., partial disallowance acceptance, §274(d) exception reliance, or anticipated §6662 accuracy-related penalty mitigation arguments. Promotes targeted mapping of evidentiary files that support strategic narrative.
Enter up to three industry-standard metrics the IRS agent might apply for passive regression testing (e.g., cents-per-mile for last three years). Used to pre-check respondent support before IDR meeting.