A
Summary Exercise 1
What actions should be taken before closing an account on ACSWeb?
a) Check the inventory assignment and the follow up date
b) Always reassign an account to the enforcement function
c) Send out any letters that the taxpayer has not received yet
d) Leave all history on the Comments screen and do not update AM
Answer: a) Check the inventory assignment and the follow up date
Summary Exercise 2
True or false? More than one employee can access the same account on ACSWeb at the same time
Answer: b) False
Summary Exercise 11
Using IRM 5.19.5-1, ACS Alerts Reference, what does the alert “BFS3” identify?
a) One or modules are in the Federal Levy Program
b) The taxpayer is subject to backup withholding
c) Caution should be used when talking to the taxpayer
d) Indicates that the primary taxpayer is deceased
Answer: a) One or modules are in the Federal Levy Program
Summary Exercise 3
What screen and link on ACSWeb is used to obtain details on a levy source, such as
the name, address, or Employer Identification Number?
Answer: d) NLS
Summary Exercise 4
Of the following statements, select which one is true regarding History Codes, follow-up
parameters, and Definers / Literals.
a) Follow-up parameters can be added to a case based on whatever time a CR
feels is appropriate
b) It is always required to leave a History Code, even if the account does not need
to be updated
c) History Codes, follow-up parameters and Definers / Literal are used when
needed, and are defined by the IRM and related job aids
d) A Definer / Literal can be any short phrase or word a CR wants to use
Answer: c) History Codes, follow-up parameters and Definers / Literal are used
when needed, and are defined by the IRM and related job aid
Summary Exercise 12
Use the following Reassign Case screen to answer the question.
Observe the TSIGN on this account. What does this Collection Assignment code
indicate? See Document 6209, Section 11, 2D – Assignment Codes if needed.
a) The account was sent from ACS to the field’s ICS system
b) The account was sent for Automated Substitute For Return assessment
c) The account is in the Queue
d) The account is over ACS dollar amount authority
Answer: c) The account is in the Queue
A TSIGN of 26007000 means the account is in the Queue. Any XXX7000 means Queue
assignment. After opening the link to the 6209, click on “Branch and Group Codes.” The
Branch and Group codes are the last four digits of any TSIGN. (The Area Office /
Territory Office are the first four.) “70” means Queue and “00” means ACS. So this is an
ACS case that was moved to ST24. The screenshot above would therefore be from an
archived ACS account
Summary Exercise 5
What screen is used to input journal entry updates, such as the required case inventory
follow-up time?
a) Comments screen
b) History Codes screen
c) TIN Entry screen
d) Close Case
Answer: b) History Codes screen
Summary Exercise 6
True or false? CHME allows you to switch to a different inventory without signing off
ACSWeb. True or False.
a) True
b) False
Answer: a) True
Summary Exercise 13
Use the following History Codes screen to answer the question:
On 11/30/2022, which Function and Inventory was the case moved to and from?
a) I7 to A1
b) I2 to S9
c) I2 to I7
d) S9 to A1
Answer: c) I2 to I7
Summary Exercise 7
Before issuing a levy, a CR must check the Levy & Release screen for the C1 coding to
ensure the levy source address is correct. Of the following statements, select the one
that is false.
a) First check the National Levy Source (NLS) Match indicator – If it is a “Y,” you do
not need to complete further research on the address
b) If the NLS Match Indicator is an “N,” review the C1 coding. If the C1 value is
other than “1,” additional research is needed
c) Use the NLS, Command Code IRPTR, or online research to perfect a levy source
address.
d) CRs must do this type of research on incoming calls
Answer: d) CRs must do this type of research on incoming calls
Summary Exercise 8
What information can be located on the Levy & Release screen?
a) The name of the Levy Source
b) If the source was confirmed by the taxpayer; if so, when
c) The Levy Type – Wage, interest, etc.
d) All the above
Answer: d) All the above
Summary Exercise 14
Use the following ACS Modules screen to answer the question:
True or false? An LT11 letter was issued for all the TDA modules listed.
a) True
b) False
Answer: b) False
An LT11 was only issued on the 201612 module. It is the only module with a date of
issuance (08/23/2021) in the “Final Notice” column
Summary Exercise 9
Use the following Reassign Case screen along with IRM 5.19.5-12, ACS Inventories to
answer the question
Define the current Function and Inventory that this case is in.
a) The account is assigned to the Taxpayer Advocate
b) A manual levy needs to be issued
c) The account is being transferred out of ACS
d) The account is awaiting an outcall by the Predictive Dialer system
Answer: c) The account is being transferred out of ACS
Summary Exercise 10
Use the following Case Overview screen to answer the question.
You are speaking to this taxpayer on 07/07/2023. When you are done, will ACSWeb
automatically close out to the TIN Entry screen?
a) Yes – No action is needed
b) No – The account follow up date will need to be updated, as it has expired
Answer: b) No – The account follow up date will need to be updated, as it has
expired
Summary Exercise 16
Use the following Levy View screen to answer the question.
Of the following statements, select which one is correct regarding the five levy sources listed.
a) Levy Source 01 shows an amount earned by the taxpayer in 2020
b) All of the levy sources have been confirmed
c) Three of the levy sources are for the Primary taxpayer and the other two are for
the Secondary taxpayer
d) The Levy Types for all sources are wages
Answer: c) Three of the levy sources are for the Primary taxpayer and the other
two are for the Secondary taxpayer