Moving Money
Paper Trail
(correspondence)
Who to Contact?
Roles
(ETE1s, ETE2s+, or Both)
Daily Tasks
100

This has a timeframe of the current year plus four years.

What is the Statute of Limitations?

100

When writing one of these on an account, please ensure you are using allowable abbreviations. 

What is a note?

100

Using the Convenience of the Department penalty waiver reason requires approval by them.

Who is your supervisor[/manager/TAM]?

100

These floor examiners are able to complete Reseller Permit applications. 

Who are ETE1s?

100

This form allows businesses to authorize the Department of Revenue to disclose their confidential tax information to any individual, corporation, firm, organization, or other party the taxpayer designates.

What is a Confidential Tax Information Authorization (CTIA) form?

200

This indicator may need to be added prior to issuing a Credit Notice if a credit is less than $25.

What is the Stop SBA indicator?

200

An item added to an account as this, will not be edited once uploaded, and available in picture format. 

What is an image?

200

Penalty waiver requests that are a direct result of an apportionment reconciliation should be sent to them.

Who is the ARESA (& AWE) team(s)?

200

These examiners are able to complete Amended Penalty Waivers.

Who are Both?

200

This allows users to quickly access a window or springboard in the system.

What are bookmarks?

300

You should do this to the payment if the credit exists and the payment effective date does not need to be changed.

What is transfer the payment?

300

When reprinting one of these, the date stays the same, but when resending it, it has today's date.

What is a letter?

300

If you are trying to add or change a NAICS code, but the Add/Change buttons are not visible and the NAICS Chg Security Rqd indicator is active, you would contact them. 

Who is the BRMS team or the BRMS TAM?

300

These examiners are able to edit attachments.

Who are Both?

300

This should be added when the taxpayer tells you they have an additional location.

What is a site?

400

This letter should be used when a bill has already been issued and you make an adjustment to the period that results in a change to the balance due.

What is Corrected Notice letter?

400

"Period/Year I called and spoke with Name, Title, regarding XXXXX. TP stated that..." is an example of what can be found in this document. 

What is the Approved Notes handout [aka ATLAS Copy & Paste notes]?

400

A period that is not past the due date cannot be billed without manually staging the work item by them.

Who is the Warrant team?

400

These examiners are able to determine if a Short Pay is needed.

Who are ETE2s+?

400

When releasing a task, the work item will be reassigned to them.

Who is your manager[/supervisor/TAM]?

500

Use this instead of clicking on Credit Notice Transfer Out or Credit Notice Transfer In to reverse a Credit Notice. 

What is the Refund Springboard?

500

If selected, this message topic will not come back to TAA, but instead will go to an Audit division queue. 

What is Manually Sent Message?

500

Bill due extensions can be worked by them.

Who is the SC&A team?

500

These examiners are able to complete site updates.

Who are ETE2s+?

500

This feature provides you quick access to Help Manager topics from any springboard.

What is Help Assistant?