AUR
This transaction code indicates AUR activity?
What is a TC 922.
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Document 6209
This function is responsible for handling accounts in Status 22?
What is Automated Collection System. ACS
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21.5.4.1.6
We use this when generating correspondence?
What is a letters?
Attributes:
Use this field to identify if the employee initiated any required correspondence (non-statutory) including appropriately selected paragraphs, attachments, and enclosures when applicable.
What is attribute 707?
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21.10.1-5 EQRS/NQRS Attributes
Transaction Code 840 represents this _________.
What is a Manual Refund?
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21.4.4.2(1) What Is a Manual Refund?
When a TP fully agrees to an AUR assessment you will find these processing codes on TXMODA?
What is processing code 67 & 87?
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21.3.1.5.53 Status of Individual Master File (IMF) Underreporter Cases BOX 14 of the If/Then Chart
While reviewing TXMODA you find the abbreviation SFR on the right of the TC 150. SFR means.
Substitute for Return.
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21.3.1.1.5 Acronyms
Click this Icon when updating or verifying the TPs telephone contact information...
What is PHONE NUMBER?
An interim letter is required to be sent within 30 days of the received date if a final response cannot be issued. CIS will send this automated letter.
What is the 2645C letter?
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21.3.3.4.2.2(4) Interim Responses
You will find this_________ ACTIVITY code on TXMOD when a manual refund request is being monitored.
There are three questions?
What is "WT840", "MONITOR", "IDRSREFUND". ?
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21.4.4.5 Preparation of Manual Refund Forms
The TC 922 is updated with this processing code if the account is assessed by default.
What is processing code 90?
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21.3.1.5.53 Status of Individual Master File (IMF) Underreporter Cases BOX 14 of the If/Then Chart
When generating a manual letter there are pre-written paragraphs which are also know as CPs?
What are computer paragraphs?
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21.6.1.1.5 Acronyms
While working phone and/or paper this tool is used to process request for credit elect.
What is the Credit Transfer Tool?
A Letter ______ is an interim letter required to be used to notify a taxpayer when their correspondence is being transferred to another office (outside your directorate) for resolution. This letter advises the taxpayer there may be a delay in receiving a final response or action taken on the account(s). Fill in the blank
What is the 86C letter?
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21.3.3.4.2.1 Use of 86C Letter - Referring Taxpayer Inquiry/Forms to Another Office
This form # is used to request a manual refund via IDRS.
Form 5792
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21.4.4.5.1 Preparation of Form 5792, IDRS Generated Refund
If this is a telephone contact and the taxpayer does not understand why they owe, explain reason for the notice. If they still do not understand, or disagree, you will not discuss the AUR issue any further, instead you will transfer the call to AUR: This transfer number is for a Spanish speaking caller.
What is extension 1842 Spanish.
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21.3.1.5.53 Status of Individual Master File (IMF) Underreporter Cases BOX 12/14 of the If/Then Chart
When a return is processing but is still missing information once the information is received and an adjustment is made we are required to enter the RPD, which will determine the amount of credit or debit interest assessed on an account. The RPD is also known as?
What is the return processible date or return processable date.
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21.3.1.1.5 Acronyms
Your CIS case has all 000-00-0000s for the TIN. What tool can be used to locate the correct SSN based on the documentation included on the case?
What is NAME SEARCH?
Send the taxpayer this _____ disallowance letter for fully disallowed or this ______partially disallowed claims.
21.5.3.4.6.1(1) Disallowance and Partial Disallowance Procedures
NOTE:
This form is used to request a manual refund for a deceased taxpayer when no surviving spouse is claiming the return.
Form 1310
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21.6.6.4.22.2 Processing Decedent Account Refunds
If the taxpayer files a claim or amended return requesting a refund or abatement of tax previously assessed by AUR. The case has to be routed and this TC/AC is entered to document reroute to AUR.
What is the Transaction Code 971/ Action code 015
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21.3.1.5.53 Status of Individual Master File (IMF) Underreporter Cases BOX 12 & 14 of the If/Then Chart
If you have a suggestion for an acronym you can email SPDER which means?
Servicewide Policy, Directives and Electronic Resources
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Acronym Database on IRS Source
This tool can be used to monitor adjustments on accounts?
What is the Erroneous Manual Refund Tool (EMT Case Monitor Tool)
If the correspondence is can't pay, won't pay, or will pay later, regardless of the account status outside of Status 22/24 the case will be routed to what function?
CSCO
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21.3.3.4.9.2.1(8) Box 2 of If/Then Compliance Criteria for Amended Returns/Claims and/or Balance Due Correspondence
When issuing a manual refund to a person or address other than that shown on Master File (CC ENMOD or INOLE) this transaction and action code is used.
TC 971 AC 037
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21.4.4.6 (3) Other Manual Refund Requirements