SERP
Where would you find Prior Feedback on SERP IRMs?
SERP>Select SERP IRMs>Select Feedback>Select Prior Feedback.
Create a Favorites Folder and name it Training.
Star icon in address bar>Favorite added dialog box pops up>More>New Folder> Enter Training in the field.>Select Save.
What is the title of Correspondex (CRX) Letter 2267C?
Answer: LTR 2267C – Delinquent Return Requested
Find the IRM reference titled Additional Taxpayer Authentication in IRM 21.
Answer: 21.1.3.2.4, Additional Taxpayer Authentication.
You receive a call about how to report a 401(k) Distribution. What English transfer number would you transfer the caller to?
SERP>TTG Quick Link>Enter 4 or 401 in the Page Filter field. Locate the topics for 401(k).
Answer: 1120
(The TTG answer could change depending on Out of Scope (OOS) procedures).
What is the title of IRM 21.3.6?
Answer: Forms and Information Requests
What is first link under Chapter 1?
Answer: Where to File Paper Tax Returns With or Without a Payment.
Locate the Exam Project Code Search page.
SERP>Select Job Aids & Supplements (red) tab.>Select E>Select Exam Project Code Search.
What does the SERP acronym stand for?
IRS Source>Research Tools>Select Acronym Database>Enter SERP in the Acronym field>Select Submit.
Answer: Service wide Electronic Research Program
Locate the Accounts Management IRM 21 Job Aids.
SERP>Select Job Aids & Supplements (red) tab>Filter Job Aids by Category – Select Accounts Management>Select Customer Accounts Services – Part 21.
What does the SNIP acronym mean?
Answer: Service wide Notice Information Program
Locate the AM IMF Portal page.
SERP>Select Portals.>Select IMF AM Research Portal.
Where would you find the date of an Alert on SERP?
SERP homepage>Select Alerts calendar on the right side of the page.
Locate the IRM Procedural Updates (IPU) Lookup.
SERP>Select Job Aids & Supplements (red) tab>Select IRM Procedural Updates (IPU) Lookup.
Or
SERP>Select SERP IRMs>Select IPU Lookup (located on the left sidebar).
Using SNIP, look up the title for IMF CP14.
Answer: Balance Due, No Math Error
A taxpayer called you to get help checking her refund status on irs.gov. She is having trouble with the “Where’s My Refund” portion. Search for help using SERP:
Use the AM IMF Portal to access Where’s My Refund (WMR).
What Technical Communication Document (TCD) focuses on navigating irs.gov?
SERP>Select Portals.>Accounts Management (AM) – Select IMF AM Research Portal.>Select W.>Select Where’s My Refund (WMR).
Select Where’s My Refund (WMR) page from above>Scroll down to the Technical Communication Documents (TCD).>Select TCD 1141, Navigating IRS.GOV (Individuals).
What are the four sections on the main SERP homepage?
Answer:
1. Top Section: Search etc.
2. Left: Sidebar
3. Right: News/Content
4. Bottom/Footer
Use the SERP search to locate the IRM reference in IRM 25 that addresses Form 2848.
Answer: IRM 25.25.6.3.1, Taxpayer Protection Program (TPP) Procedures for Power of Attorney or Third-Party Callers
Find the IMF refundable credits IRM reference in IRM 21.6 using SERP’s Advanced Search.
Answer: IRM 21.6.3.4.2, Refundable Credits.
Locate the Code Retriever for Document 6209.
SERP>Select Document 6209> More – Code Retriever.
Or
SERP>Select Job Aids & Supplements (red) tab.>Select D.> Select Document 6209 Code Retriever.