Work Items
Forms
What the "L"
Nice Asset!
Ring, ring
100
Collectors add this work item to track dollars collected when you are expecting payment or resolution on bill items in billing.
What is Collection Division Tracking
100
Power of Attorney
What is Rev 184
100
Issued on Bank Accounts, Rents or wages.
What is a Levy
100
Wages over $4500 are reported
What is issue a wage levy.
100
The three things you need to do before you verify the call.
What is - Identify the department •Introduce yourself •Offer assistance
200
Open Menu Collectors add this work item when they leave a message with the general ACD phone number and there is a levy source to pursue if the call is not returned.
What is Contact Follow Up
200
Payment plan Application
What is C58 P or B
200
This allows the Minnesota Department of Revenue to take property from an individual or business to pay a tax or other state agency debt.
What is lien
200
Checking and Savings Account are reported
What is issue a bank levy
200
The three things you need to verify with an caller before getting his contact information.
What is - Name, Social Security and Date of Birth.
300
GenTax adds this work item to collections staged to Levy Issued or Levy Monitoring when there is an open levy with a balance staged to Follow Up.
What is Levy Follow-Up Needed
300
Individual Income Tax Amended Return
What is M1X
300
This can be helpful if you cannot understand Spanish.
What is the Language Line
300
Debtor is receiving rents.
What is issue a third part levy.
300
The three things you need to ask a Payer of a Levy that calls.
What is Letter ID or SSN of the customer •First and last name •Position of the caller
400
Partnership Form
What is M3
400
The "L" in SOL.
What is Limitations
400
1099 income over $18,000 is reported with a registered MN agent.
What is issue a continuous levy
400
What four things do you need to ask a in-house business employee for verification.
What is MN ID, FEIN, or Letter ID •Business name •First and last name •Position at the business
500
Open Menu GenTax adds this work item when all of the following are met: •The collection balance increased by more than $5,000 •The agreement letter did not include sales tax waiver language •The pay plan's ending balance is less than the starting balance
What is Payment plan default
500
Authorization to Communicate through E-mail Transmission
What is Rev187
500
Another term for the "Tax Delinquency List"
What is Liquor Posting.
500
Dividends are reported. Payer is in Minnesota
What is issue a Third Party Levy on Securities.
500
What do you enter when a customer wants to speak to a Supervisor?
What is a Call Request.
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