click below
click below
Normal Size Small Size show me how
Clarify via research
| Question | Answer |
|---|---|
| What are some of the principal determinations that I must make when researching to clarify the taxpayer's issue? | 1) AMS history of transferring rep 2) Issue related AMS history 3) Determine if there's a case on file 4) Review ACS history 5) Review AUR notices 6) Review CIS cases 7) If any pending TC's 8) If any notices sent or qued 9) If any Open Controls |
| What can be said to the taxpayer to give them confidence? | Inform them that the information they provided is valuable, and that they are on their way to getting their issue resolved. |
| From an IA perspective, what does thorough research accomplish? | First, it will ensure that I properly identify whether or not any collection, examination, or other account related issues exist. Second, whether or not any of them meet TAS criteria for acceptance. |
| If their is an open TAMIS case, what must I provide to the taxpayer? | The CA's title, their last name, and contact telephone number. |