FORMS CHECKLIST
How would you complete/close out F2848/8821 when box 4 is checked?
What is....No Action/Treat As Classified Waste ...
What are the 3 main forms CAF process?
What is....Forms 2848 , 8821, 706!
T/F
You can accept the words income and penalty if a tax form isn't listed for SSN?
What is...True!
How many representatives can receive notices on a taxpayer's account?
Best CAF processing center in the world?
What is...MEMPHIS
How would you treat a F8821 when an individual don't list their title on Line 7?
What is...Process! (You would reject if they were an EIN listed even if the title appears on INOLES)
How would you input your receive date if it's listed as 6/10/2026 2:00AM
T/F
You can process a confirm fraud or pending review on an 8821.
What information is required on Line 2 of Form 2848?
What is...Representative Name and Address!
What gets wetter the more it dries?
What is...A towel!
Provide 2 out of 3 Examples Of Classified Waste?
3=Double Points
What is...
-Box 4 Checked
-A More Current Dated Signature On CFINK
-MFT's That Aren't Listed On MFT Chart
Memphis two-digit location code is represented by ___ in a SDLN.
What is....49!
T/F
You receive a F2848 & Box 6 is checked you can't process it when research shows there aren't any prior authorizations on file and no prior F2848 is attached.
What is...False (If there aren't any modules on file there's nothing to add or replace, you'll process like normal)
If the representative's address is listed as:
5333 GETWELL ST
TK, JAPAN 44483
What would you do?
What is...ROUTE to INTERNATIONAL!
I am tall when I'm young but short when I'm old. What am I?
What is...A candle.
You receive a F2848 and the individual request for F1040/MFT 30 only for the years 2017-2026, You check IMFOLI during research what are you picking up? IMFOLI SHOWS
31 202512 31 202712 35 201512 35 201612 35 201712 35 201912
What is...Pick Up 31's 202512 & 35's 201712 (Note you can only pick up within the years requested for
When a taxpayer requests authority removal...
What is...revocation! (revoke or withdrawal)
T/F
F2848 the taxpayer listed forms 1040,1120,990 and Separate Assessment with an SSN present. You can't process this form.
List all 3 representatives that require a title, position, or relationship.
What is...E , D , and F !
Can you process F2848 w an H-Rep listed, requesting for the years 2027-2029 ?
What is...No ( H rep can't be given any future years/periods)
When processing a Form 2848 and Box 5A sign a return box is checked what are 3 out of 4 acceptable reasons...
4=Double Points
What is...
-Disease or injury
-Continuous absence from the U.S. for a period
of at least 60 days prior
-Specific permission is requested of and granted by the IRS for other
good causes.
-Incarcerated
When processing forms 2848/8821 and box 6 is checked what are you changing your ACTION to on your caf input tool and why??
What is...ADD...so you won't revoke out previous authorizations or because the taxpayer wants to keep the old poa on file as well
T/F
You need a reason to sign in Box 5 of a F2848 with a Durable POA attached.
What is...False! (if they have permission to sign for the taxpayer a reason is not required when the sign a return box is check)
How would you treat Form 2848 when 4 reps are listed, and 1 rep is missing part 2 information?
What is...Partial Process! (Process all reps expect the one with missing information send letter 861c)
You received a F2848 with an H-Rep listed but research shows that an 8821 is already on file, are you able to process F2848?
What is...No (This only goes for H-REPS - A Form 2848 is NOT required since a form 8821 and is already recorded on CFINK.)