Use cases / Accounting
Know why you filed it that way, years later
A notice can arrive three years after the return went out, long after the person who made the call has moved on. Korium keeps each judgment call with its reason, its evidence and who signed off, so the answer is there when the letter comes.
Every return is a stack of judgment calls. The numbers live in the tax software. The reasons live in someone's head, and people move on after busy season.
What goes wrong today
The letter outlives the preparer
The notice asks about 2023. The person who decided left the firm last spring.
The reason was a sticky note
Why the home office was claimed sits in a workpaper comment nobody can find.
Review notes vanish
The partner fixes the same mistake every season, because last year's notes went with last year's file.
Every client has quirks
Who sends documents late, who wants a call, which brokerage always sends a corrected 1099.
While the return is prepared
Every judgment call keeps its reason
The first thing Korium asks is what the firm already decided for this client, and why. The preparer starts from last year's calls instead of a blank file.
When the letter comes
Answer the notice from the record, not from memory
The position, the reason, the evidence and the sign-off were saved with the return. Whoever opens the letter starts from all of it, even if they never met the client.
Ask Korium
The questions every notice raises
| THE QUESTION YOU ASK | WHAT KORIUM ANSWERS FROM |
|---|---|
| "Why did we take the home office deduction for this client in 2023?" | The position, its reason, the evidence and who signed off. |
| "What does this letter question, and what do we have?" | The notice matched to the return line and the record behind it. |
| "What is this client still missing for this year?" | Documents asked for, received and still owed. |
| "What did the partner change on returns like this last season?" | Review notes, and the firm rules they became. |
| "Has this client had a notice before?" | Past letters, how each was settled, and when. |
| "Who signed off on this election?" | Every sign-off carries a name, a date and what it replaced. |
Example
The reason, the proof and the sign-off, in one answer
The person answering the letter gets what was decided, why, and where the proof is. They still check the return and the law before anything goes back.
2023 return, 1099-K from a payment app
Why
The $4,200 was the client selling used furniture for less than they paid, so it was not income. Dana decided, Pat signed off, March 28, 2024.
Evidence
The client's list of items sold with what each originally cost, and their email of March 20.
Watch out
Since this notice, the firm reports these sales and backs them out, so the totals match what the payment app sent. Firm rule, added May 2026.
The return says what. The memory says why.
01 Years, not seasons
The reason outlasts the person
Notices arrive years later. The call, its reason and who made it are still there.
02 Review that sticks
Notes become rules
What the partner corrects once is what the next preparer sees first.
03 Your assistant
ChatGPT or Claude
Ask in the assistant your staff already uses. The memory stays the firm's.