FREE TOOLS & STATUTORY SIMULATORS
Free tools for the first hour after an IRS notice
No-signup utilities and statutory workpaper simulators for the moment a client forwards a notice. Workflow support only — they don't give advice or draft responses.
Workflow support only. Not legal or tax advice.
First-hour notice workflow tools
IRS Notice First-Hour Checker
Pick a notice type and date — get the deadline, days remaining, and a starter document checklist. No signup required. Open the tool →
Escalation Summary Generator
Fill in the notice details — get a pre-formatted escalation summary ready to forward to your senior partner or log in your practice management system. No signup required. Open the tool →
Civil or Criminal Risk Screener
Six questions that capture escalation indicators and route the file out of the routine checklist lane when review is needed. Workflow screening only. Open the screener →
FTA Penalty Abatement Screener
Four questions that capture penalty type, prior-penalty history, return-filing status, and balance status for practitioner review. Open the screener →
393-Notice IRS Reference Library
Plain-language explainers and a 393-notice searchable catalog with typical response windows, controlling IRC sections, and starter document checklists. Free to browse. Browse the library →
Interactive statutory workpaper simulators
Browser-based interactive previews of the 4-sheet Flagship TaxRiskOS Excel Workpaper Engines.
S-Corp Reasonable Comp & Form 7203 4-Gate Basis Simulator
Simulate multi-hat officer wage benchmarks and the 4-gate loss limitation cascade (§ 1366(d) → § 465 → § 469 → § 461(l)). Open the simulator →
IRC § 6672 Form 941 Trust Fund & Payment Designation Simulator
Split quarterly Form 941 balances into non-trust-fund and statutory trust-fund portions and compare Rev. Proc. 2002-26 voluntary payment designations. Open the simulator →
IRC § 469(c)(7) REPS 750-Hour & § 183 9-Factor Scorecard
Track both prongs of Real Estate Professional Status (>50% services and >=750 hours) alongside the nine factors of Treas. Reg. § 1.183-2(b). Open the scorecard →
How the tools relate to the full product
The deadline math in the Notice Checker is the same rule-based engine inside the full TaxRiskOS first-hour workflow — not a simplified approximation. The escalation summary generator produces the intake record the full product builds automatically. The civil-criminal screener captures escalation indicators that route a file out of the routine checklist lane. The FTA screener captures the abatement-review fields recorded at intake. The notice library is the same catalog that powers notice-type selection across all tools. If any of these are useful in 60 seconds, the full workflow is what an hour of practice intake looks like.
See the full first-hour workflow →
Download the complete Excel Workpaper Suite & Clean-Room Book →