Extract to table

]," "[Date]," "[Number]") must be completed with the applicable information before the response letter is finalized and transmitted to the IRS examination team

Filing and Record-Keeping Requirements Upon execution and transmission of each IDR response letter, the following filing and record-keeping steps must be completed: 1

A copy of the signed response letter (in PDF format) must be saved to the matter file on the firm's document management system under the folder path: Matter 1018-00009 > IDR Responses > IDR [No

The details of the response — including IDR number, date of response, Bates number ranges, number of documents and pages produced, and any objections or privilege assertions — must be entered into the master IDR tracker (idr-tracker-master

The Bates number ranges and document descriptions must be entered into the document production index (document-production-index

All privilege log entries must be cross-referenced with and entered into the master privilege log (idr-privilege-log