Understand sources and requirements behind settlement review.
A possible offer considers the account circumstances rather than a desired reduction or a convenient summary alone.
Financial figures retain a source and purpose
Income, expenses, assets and ability to pay may be relevant to IRS review. Keep a copied figure connected to its period, purpose and supporting evidence. Identify uncertain ownership or timing where it matters. A stable reference can make an unusual entry findable, but its account meaning still needs context. Ask which material would clarify the question rather than assign a favorable category from the hoped-for result.
An understandable reference keeps the original evidence available for a later explanation. It does not decide the meaning of an entry or supply missing account facts.
Ask what the review needs to explain
The official process information helps you ask why a particular record is needed and how it relates to the financial question. Keep that source findable with its original context for the proposed review. Clarify the work and its terms before proceeding, and distinguish an introductory explanation from a formal offer decision. Suitability and acceptance require individual consideration; organizing references is useful preparation without itself deciding the IRS result.