The IRS asked for records after we filed Form 5472. What should we send first if the file is large?
We are not dealing with an empty file. The problem is almost the opposite: there is a lot of support, but it lives across bank exports, contracts, owner spreadsheets, invoices, and cloud folders built over time by different people. Now that the IRS has asked for records, I am worried that sending too much without structure will make the response look sloppy even if the documents technically contain what they need.
I want to know how experienced teams stage that response. If the right first move is a transaction index plus the core related-party support rather than a random dump of attachments, I would rather build that deliberately and make the file easier to review from the start.
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