Prepared: 26 October 2026 · Proxima Legal Editorial
Use the checklist to collect facts and questions for your adviser. The correct solution depends on your documents, timing and circumstances; always verify the current law.

What to do before you begin

  1. Collect audit notices, requests, contracts, invoices, acceptance acts and account records into a dated chronology.
  2. Separate disputes about facts from disputes about the legal interpretation of those facts.
  3. Identify the specific version of the Tax Code that applies to each assessed period.
  4. Record procedural deadlines and verify the proper authority and route for each appeal.
  5. Use concise, source-linked arguments; preserve proof of each submission.

Typical mistakes

  • Replying with conclusions instead of primary evidence.
  • Missing an objection window while waiting for additional documents.
  • Citing a later amendment for an earlier taxable event without checking transitional rules.

Practical use of this guide

Use the checklist to collect facts and questions for your adviser. The correct solution depends on your documents, timing and circumstances; always verify the current law.

Important

General legal information, not advice on an individual matter. Check the current version of the law and obtain tailored advice before acting.