Targeting
These are the 4 steps of targeting.
What is listening, asking clarifying questions, paraphrasing the issue and confirming the issue with the taxpayer.
These extensions in the TTG signify that the topic is OOS.
What is 3013 and 3014?
This skill will lead to less repeated information and fewer returned calls.
What is active listening?
These inquiries cannot be expeditiously resolved by referencing IRS publications, procedures, forms, instructions or through IRM research within a reasonable amount of time.
What are highly complex inquiries?
These four areas are beyond the level of service that AM provides.
What is Tax form and schedule preparation, Tax planning, Legal opinions and Highly complex tax issues (limited service)?
This IRM (#) Exhibit lists out-of-scope topics and forms that apply to both toll-free and non-toll-free calls.
What is Exhibit 21.1.1-1: Out of Scope Topics and Forms?
AM and FA assistors do NOT help in the preparation of these worksheets.
What are the Shared Responsibility Payment and Affordability worksheets?