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Partial/Disallowance Procedures
Reason Codes
AUR
Communication Skills
Resolving -R Freeze
100
105C Letter
What letter is used for a fully disallowed claim?
100
Reason Codes definition
What is used to identify the reason for an adjustment notice?
100
AUR is an acronym for what
What is Automated Underreporter?
100
This time should be no more than 5 to 7 minutes.
What is hold time?
100
A payment is received after an account is paid in full.
What is the reason for a -R freeze to be set?
200
Certified or Registered Mail
What is how is a disallowance letter is sent?
200
RC 007
What is the reason code for adjusting wages?
200
TC 922
What is the AUR transaction code?
200
"Good Afternoon, My name is ____ ID#, How may I help you?
What is Greet the caller?
200
TC 570
What is the transaction code to hold a refund?
300
106C letter
What is a partial disallowance letter?
300
RC 006
What is the reason code for adjusting the total number of Exemptions?
300
TC 971 AC 015
What is the 971 action code used when routing cases to AUR?
300
Verify SSN, Name, Address, and DOB
What is required authentication/disclosure questions?
300
TC 971/AC 134 AND TC 971/AC 199
What is a -R freeze with IVO involvement?
400
Input TC 290 .00, Use blocking series 98 or 99, attach a copy of the disallowance letter.
What is action for inputting the adjustment for a fully disallowed claim?
400
RC 051
What is the reason code used for adjusting the withholding?
400
7:00 AM - 8:00 PM LOCAL TIME
What are the hours of operation for AUR?
400
Ask the appropriate questions to determine the customer's inquiry.
What is targeting the reason for the call?
400
TC 571
What is the transaction code used to release the -R freeze and reverse the TC 570?
500
Blocking Series 00 or 18
What is what blocking series to use for a partially disallowed claim?
500
RC 054
What is the reason code used to disallow Earned Income Credit?
500
PROCESS CODE 20,53,67,68,87,88,90 OR 94
What is one of the process codes that indicate a case was worked and closed with an adjustment to tax?
500
Electronically filed return-3wks Mailed Return-6wks In-House Referral-30days
What is timeframes?
500
-R freeze with TC 570 and blocking series 92
What is when a -R freeze set due to an injured spouse claim received with the original return?