IAT
Besides manual input, use this IAT tool to update TP address.
What is the Address tool?
Search for the status history of a case.
What is CC AMDISA?
Hold code for case is in the file server.
What is hold code R?
Status for case is closed.
What is status 90?
2 forms accepted for signed agreed.
What is?
a. 4549 report
b. 5564-A (from SNOD)
Used to research what freeze codes, EXAM project codes, transaction codes mean.
What is the CSI tool?
CC for name/address but no TIN.
What is CC NAMES?
Access all cases in one screen in your group.
What is Query?
Section to find the sent letters, 4549 reports, workpapers, 5344, etc.
What is case file documents?
CC to find TP's previous years of audit.
What is IMFOLZ?
Besides manual input, use this IAT tool to update TP phone number.
What is the Phone Number tool?
Find POAs.
What is CC CFINK?
Retrieve prior transmittals.
What is view saved LAN reports?
View last TE who worked the case.
What is case history assignment.
When working an agreed, must have the followings saved in case file documents:
a. Case history
b. Workpaper
c. _____
d. _____
What is 5344 and Variance?
Use to search for possible reject conditions.
What is the ACE Filter tool?
CC to manually update TP address and FS.
What is CC ENREQ?
CC will overlay itself with INCHG.
To find discrepancy report:
a. RGS
b. Tools
c. _________
d. Reports
What is CEAS?
CEAS is updated through IDRS. True/False
What is false?
CEAS is updated through RGS.
In RGS, after updating TP phone number in case information, must also update in this other tab as well.
What is Administrative tab?
Most useful tool to retrieve information stored on IDRS.
What is Quick CC?
3 common CC with ASED date.
What is?
a. AMDISA
b. TXMOD
c. IMFOLT
(RGS) Statute alert code when statute date is approaching.
What is S?
Report that shows mismatch of case information between RGS and AIMS.
What is discrepancy report?
(RGS) Statute alert code when statute date has expired.
What is X?