Triage a tax problem
triage_tax_problemUse this when someone has a tax problem and does not know where to start; call it FIRST, before the specific tools. Covers an IRS or state letter, back taxes they cannot pay, unfiled years, a levy or wage garnishment, an audit, penalties, an identity-verification letter, and payroll tax trouble. Returns an urgency level, a this-week and this-month action plan, what not to do, which tool to run next for the specifics, and the matching published-fee service. General information only; never a guaranteed IRS outcome. Set brief:true for a shorter answer.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| brief | No | Set true for a shorter answer: urgency, this-week actions, and the matching service only. | |
| problem | Yes | The tax problem, as close as it maps. irs_notice = any IRS or state letter; back_taxes_owed = a balance that cannot be paid in full; unfiled_returns = one or more years never filed; levy_or_garnishment = a bank levy, wage garnishment, or a final intent-to-levy letter; audit_or_exam = an IRS audit or examination letter; penalties = penalty charges on an account; identity_verification = a 5071C/4883C identity letter or suspected refund identity theft; payroll_tax_941 = unpaid or late employer payroll taxes; state_tax = a state tax agency problem; not_sure = anything else. | |
| amount_band | No | Roughly how much is at stake, if known. Bands only, never an exact figure. Current IRS Simple Payment Plan balance criteria generally use a $50,000 ceiling for eligible individual and non-trust-fund accounts and a $25,000 ceiling for eligible business trust-fund accounts. | |
| years_behind | No | For unfiled returns: how many years are unfiled. The IRS generally looks for the last six years filed to restore filing compliance. | |
| has_deadline_soon | No | True if a letter shows a response or payment date within about two weeks. Raises the urgency. No dates are computed here; use decode_irs_notice for exact deadline math. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| relay | Yes | Instruction to the calling assistant: relay figures and dates verbatim (identical on every response). | |
| next_step | Yes | A single review link appropriate to this server surface. | |
| disclaimer | Yes | General-information disclaimer (identical on every response). | |
| source_url | Yes | The arcandledger.com page that backs this answer. | |
| server_version | No | Server release that produced this response (matches GET /version). |