Besides the Social Security Number and the date of birth, this is the other piece of information a collector must request when identifying a caller.
What is the name of the caller?
100
This is 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 this form number.
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 they want to do this.
What is file an appeal?
200
When a payer for a levy calls, you need to ask for the debtor's Social Security number or letter ID, the name of the caller, and this.
What is the position of the caller at the business?
200
This is the levy type you would issue if a debtor has unclaimed property.
What is a commerce levy?
200
When it comes to customer types, QJV stand for this.
What is a qualified joint venture?
200
No power of attorney authorization is needed to disclose tax debt or OAD matters with this kind of person.
What is parent or legal guardian of a minor?
200
The customer has this many days after a tax order is sent to file an appeal.
What is 60?
300
Summarizing important information is essential to good customer service. This is the other thing you should do when closing out 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 the POA indicator on the customer springboard?
300
If a customer does not appeal by the due date, and the tax order did not result from an IRS audit, this is the only remedy we can offer them.
What is a courtesy review?
400
This is how many rings you should answer an ACD call in.
What is two?
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 this type.
What is a joint tax liability?
400
In the customer level, this is the hyperlink you should 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 this other level.
What is the account level?
400
TOPS audits are usually done long after returns are processed (for example, when an IRS audit causes additional Minnesota tax to be owed). TOPS stands for this.
What is Tax Order Processing System?
500
This is the percentage of points given in a call review for accurately summarizing your call.
What is 5%?
500
Name four types of payment that are acceptable for releasing a levy.
What are:
Bank wire transfer
Cash
Cashier’s check
Money order
Credit and debit card payments after verifying the payment has been completed
Escrow payment from a title company after a closing
Levy payments
State tax refund
Vendor Offset
500
If a debtor requests a FEIN change because they changed their FEIN with the IRS, you must obtain a copy of this.
What is the IRS confirmation letter?
500
If a caller is requesting a POA form, you should tell them to go to here.
What is our website?
500
This type of audit is done on a return as it is processed (for example, when a debtor claims a tax credit without adequate documentation). If the tax order date was close to the filing date, it probably resulted from this.