Build a document index for an IRS audit response
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- Index each document to the request item it answers, with the date and a one-line description taken from the document, and flag a request item that has no document.
- What the lawyer must review
- Formal Opinion 512: test an index of this kind on a sample, by reading the documents against the index, before you rely on a later index of the same kind. You still choose what is produced. Office of Professional Responsibility Issue 2026-19: verify facts before anything is sent to the IRS. The index is not the response. Model Rule 1.6: do not put the records into a public tool.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes extracting and organising information and identifying points for review. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use. |
Checklist
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| IRS Form 2848 power of attorney and declaration of representative | Form | AI use Red | Link to IRS Form 2848, which authorises an eligible person to represent the taxpayer before the IRS and to receive and inspect confidential tax information. |
| IRS Form 8821 tax information authorization | Form | AI use Yellow | Link to IRS Form 8821, which authorises a named person or organisation to inspect or receive confidential tax information for the tax types and periods listed, or to revoke an earlier authorisation. |
Signed-in accounts can read the full text of each one. All precedents.