TAS Criteria
NTA
100

How Many TAS Case Criteria's

there are TAS Case Criteria 1-9 

13.1.7.3 TAS Case Criteria

100

WHAT is NTA hours of operations AND number 

 Taxpayers may call the TAS NTA Toll-free Line (1-877-777-4778) your local time 7AM -7PM  

200

how many TAS Case Criteria categories 

there are 4 TAS Case Criteria  

13.1.7.3

Economic Burden 

Systemic Burden 

Best Interest of the Taxpayer 

Public Policy

200

 when you refer a case to TAS, prepare Form WHAT form 

prepare Form e-911, Request for Taxpayer Advocate Service Assistance (And Application for Taxpayer Assistance Order) via AMS (or Form 911 if AMS is not available or you are not an AMS user) and refer to TAS.

300

what is Criteria 5

The taxpayer has experienced a delay of more than 30 days to resolve a tax account problem. 


300

 what screen are you Researching for a case 

Researching the TAMIS CASE INFO Screen on AMS

400

WHAT TAS category when a taxpayer needs to pay a medical bill  

what is Economic Burden  Criteria 1 

400

If the call is related to an Open TAS case, transfer to extension to 

 transfer to extension 1791 (English) or 1792 (Spanish).

500

 taxpayer will suffer irreparable injury or long-term adverse impact if relief is not granted

what is Criteria 4: Economic Burden 

500

If TAS has an open case for the taxpayer see WHAT  IRM  Research the employee screen and provide the caller with the case advocate's contact name and local/toll-free and fax numbers.

If TAS has an open case for the taxpayer see IRM 13.3.1.3, Steps to Take for Specific Situations. Research the employee screen and provide the caller with the case advocate's contact name and local/toll-free and fax numbers.