[Expert Solution]: What should you do next

What should you do next? Access the Second Look job aid for step-by-step guidance, review both taxpayers’ transcripts if applicable, and contact the client to share your findings. Let the client know the review is complete and that no action is needed unless they have questions, then file the summary report for future reference. Skip the follow-up unless the summary report shows major issues, since clients will see the results in their paperwork automatically. Wait until the client reaches out about their return, then check the Documents tab to see if the summary report is available for discussion.