ACD
Levies
Addresses and Registration
POA
Audits and Tax Orders
100
Besides the Social Security Number and the Date of Birth, what other piece of information must a collector request when identifying a caller.
What is the name of the caller.
100
The levy type that is issued when a debtor is receiving rental income.
What is a Third Party Levy
100
When adding or changing an address, you should be on this level in Gentax
What is the Customer Level
100
The Minnesota Power of Attorney form is also known as form number what?
What is REV184
100
Regarding audits and tax orders, debtors most often call for one of two reasons: They don't understand why they owe or do this.
What is an appeal
200
When a payer for a levy calls, you need to ask for the Social Security number of the debtor or letter ID, the name of the caller and what else.
What is the position of the caller.
200
The levy type you would issue if a debtor has "Unclaimed Property".
What is a Commerce Levy
200
The MN ID Level should only be used for a QJV, what does QJV stand for
What is a Qualified Joint Venture.
200
No power of attorney authorization is needed to disclose tax debt or OAD matters with this person.
What is parent or legal guardian of a minor.
200
These type of audits were done on returns as they are processed (for example, when a debtor claimed a tax credit without adequate documentation). If the tax order date was close to the filing date, it probably resulted from this.
What is a machine audit.
300
Summarizing important informaition is essential to good customer service, what else should you do when closing a call?
What is ask if they have any further questions.
300
Enter a note in the CRM using this type when reviewing for a levy
What is Review for Levy.
300
This type of address is required on all cases and cannot be deleted.
What is mailing address.
300
This is the first place you should check to see if we have a POA on file.
What is - Customer Springboard, CRM tab, Indicators.
300
(TOPS) Audits were usually done long after returns were processed (for example, when an IRS audit causes additional Minnesota tax to be owed). TOPS stands for this
What is Tax Order Processing System
400
How many rings should you answer your ACD call in.
What is 2
400
When a spouse calls regarding a levy on the other spouse it is okay to talk to the caller as long as the debt is what.
What is a joint tax liability
400
In the customer level, what header hyperlink should you click on to change an address.
What is the structure header hyperlink.
400
POA addresses can be recorded at the Customer level, MN ID level and what other type level.
What is Account Type level.
500
If you are unable to find a case for a caller, what should you do?
What is call the coaching line.
500
When a debtor calls and wants to pay in full to release a levy, what type of payment is acceptable?
What are secured payments. Bank wire transfer •Cash •Cashier’s check •Credit and debit card payments after verifying the payment has been completed •Escrow payment from a title company after a closing •Levy payments •Money order •State tax refund •Vendor Offset
500
If an FEIN change is being made at the request of the debtor because they changed their FEIN on record with the IRS, you must obtain a copy of what?
What is the IRS confirmation letter from the debtor.
500
If a caller is requesting a POA you should tell them to go to where?
What is MN DEPT of REVENUE website.
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