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TAS - About Advocacy
| Question | Answer |
|---|---|
| What sets a call up for satisfactory resolution? | Case building is determined by how well I interact with the caller. That interaction should be keen on listening and also asking relevant questions. |
| What is my role as an intake advocate? | To empathize, allay concerns, determine the issue, assess eligibility, create a case or refer the caller, then explain what caller can reasonably expect. If a case is created advise that TAS works until their issue is resolved. |
| How accessible is TAS? | TAS maintains a presence in every state; as well as in D.C. and Puerto Rico. TAS also has an office in each of the ten IRS Campuses. TAS also maintains a toll free line; and local lines for each of its locations. |
| What are some of the areas in which Intake Advocates must be proficient? | 1) Listening actively 2) Expressing empathy 3) Researching IRS Systems 4) Determining TAS eligibility 5) Case building/perfecting 6) Case routing |
| What does IRC ss 7811 do? | It defines "significant hardship" as: 1) Immediate threat of adverse action 2) Incurring significant costs 3) Irreparable injury |
| A "significant hardship" can also include what? | A systemic hardship such as a delay of 30 days or more to resolve a problem. |
| What do all TAS cases have in common? | Some sort of hardship. Either significant (as defined by ss 7811) or other than significant. * As an IA, I will never enter an "N" in the checkbox for whether or not a case meets 7811 criteria. I will either enter a "Y" or I will leave it blank. |
| List the avenues to advocacy, from the most authoritative to the least. | The highest authority for advocacy is the U.S. Constitution. Followed by Case Law (i.e. precedent set via Court decisions). Then published guidelines, opinions of those guidelines as per the IRS Cheif counsel, and least of all the Internal Revenue Manual. |
| What did the Vinatieri decision establish as a matter of law? | That if economic hardship will occur as a result of an IRS levy, then the IRS may not levy, and must consider alternatives. Regardless of any unfiled returns. |
| What do incoming correspondence, calls, and in person contacts all have in common? | They require that the IA ask questions to determine what the issue is, and to answer if it meets TAS criteria or not. |
| Who submits SAMS tickets? | While the IA is the one tasked with identifying a SAMS situation, it is the lead or manager who will elevate the issue to the SAMS (Systemic Advocacy Management System). |
| How does the IA spot SAMS cases? | By asking: 1) What issue is the caller experiencing? 2) Have I seen this issue befor? 3) Have any of my coworkers encountered the same issue? |
| What is a Systemic issue? | A systemic issue is one that impacts a segment of taxpayers, either locally, regionally, or nationally. |
| What is the tool used, by leads and managers, for submitting SAMS tickets? | The SAMS link. Which can be found on the TAS Case Advocay page under the heading of "Automation Systems". First, find the "Create" link and then click on "Issue". |
| What is the TAS CCI toll free number? | 877-275-8271 |
| Where are calls to 877-275-8271 routed to? | Cincinnati, Dallas, Fresno, Memphis, Ogden, and Puerto Rico. |
| What is the first right under TBOR? | The right to be informed. |
| What is the second right under TBOR? | The right to quality service. |
| What is the third right under TBOR? | The right to pay no more than the correct amount of tax. |
| What is the fourth right under TBOR? | The rigbt to challenge the IRS position and be heard. |
| What is the fifth right under TBOR? | The right to appeal an IRS decision in an independent forum. |
| What is the sixth right under TBOR? | The right to finality. |
| What is the seventh right under TBOR? | The right to privacy. |
| What is the eighth right under TBOR? | The rigbt to confidentiality. |
| What is the ninth right under TBOR? | The right to retain representation. |
| What is the tenth right under TBOR? | The right to a fair and just tax system. |
| What must an IA always bear in mind? | That the IRM is not always the last word on whether or not an action can (or cannot) be taken. |
| What opportunities does the Intake Advocate role afford me? | The opportunity to protect taxpayer rights by identifying advocacy opportunities. |
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