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Print B-notices

If you get a "B" notice from the IRS, follow the steps in this article to request the recipient to send you their correct information.

Read more about the different types of "B" notices and the sequence of notices.

Tip: If a recipient's name or TIN has been corrected or changed since the original submission, you might not be required to send them a "B" notice. Read more about what actions to take if you receive a B-notice.
  1. Click Print on the side menu.
  2. In the Print identity management forms section, click B-notices.
    The B-notices button is highlighted.
  3. Enter the following information:
    • B-notice info section:

      • Notice date: the later of the following options:

        • The date listed on the CP2100/CP2100A notice.

        • The date the letter was received by the payer.

      • Response date: The date you want the documents to be returned by the recipient.
        Tip: The IRS states that this date should be 15 business days after the selected notice date.
    • Return info section: The address the B-notice information should be mailed back to.

  4. Click Next.
  5. Add recipients to the B-notice print order. Use the search bar to look up recipients by name, TIN, or account number.
    The recipients added to the B-notice print order should be the same as the ones listed in the "B" notice.
    • To change a recipient's status from 1-BN to 2-BN, or the other way around, select the checkbox next to the recipient, then click 1-BN or 2-BN. Read the "Notice sequence" section in the article about B-notices for more details on when to assign each status.The checkbox in the recipient's row and the 2-BN button are highlighted.

    • If you want to remove a recipient from the B-notice print order, select the checkbox next to the recipient, then click the Delete icon.

  6. Click Next.
  7. Review your print order in the Order info section:
    • The number of recipients of first and second B-notices. Click View sample to view the B-notice sample documents.

    • The flat fee and print and mailing fee.

    Note:

    The B-notice info and Return info sections show the information you previously entered. If you need to change it, click Setup B-notice order to go back to that step and edit the information.The Setup B-notice order step is highlighted.

  8. Click Submit.
  • Track the status of the print files in the Print status column of the Print activity section on the Print page.

  • To download the PDFs, click the B-notice print order's row, then click the Download button.