IDRS
The command codes used for entity information.
What are CCs ENMOD & BMFOLE.
The name of the system used to manage accounts.
The program is accessed using this tab.
What is Inventory?
Alerts and IPUs can be found on this page.
What is the SERP Homepage?
This tool is mandatory for determining authorization.
What is Disclosure Tool?
The buttom used to transmit a command code or perform a request.
What is [Page Up]?
The form used to refer a taxpayer to another department.
What is E-4442?
This tab shows cases that have been assigned to the user to be processed.
What is the Active Tab?
AM BMF specific information can be found on this page.
What is BMF AM Research Portal?
This tool contains one-click button action for using command codes in IDRS.
What is Quick CC Tool (QCC)?
The command code that displays the users profiled command codes.
What is CC SFDISP?
The tool used to determine if reasonable cause abatement of penalty can be applied.
What is RCA?
This selection will send the case to the team lead to review and approve cases before closing.
What is Suspend to Manager (SUSPEND> 2MANAGER)?
These paragraphs cover the necessary procedures before sending faxed information to the taxpayer.
What is 21.1.3.9 (6, 7 & 8) Mailing and Faxing Tax Account Information?
The only tool that does not require IDRS to be used.
What is Code Search Index (CSI)?
The command code used to transmit a letter to the taxpayer.
What is CC LPAGE?
This system is accessed through AMS and is used to research payments received by check.
What is Remittance Transaction Research (RTR)?
The category used for correspondence cases.
What is PHZ1?
The TCD that provides guidance on changing an address over the phone.
What is TCD 0144 - Address Change Via Oral Statement?
The tool used to prepare the letter verifying entity information to be faxed to the authorized caller.
What is Fill Forms?
* Potential for Double Points
IDRS is required for these programs to work properly.
What are AMS, CII, and IAT?
* List all three programs.
* Potential for Double Points
This Issue would be input in the History section if the caller is NOT authorized on the account and requests a 147C letter.
What is Other Entity Issue?
* Do we send this letter by mail to the AOR?
* Potential for Double Points
A method with which to locate other cases received from the same taxpayer.
What is CC SUMRY or Case Search on the left hand side?
* Both answers provided.
* Potential for Double Points
This is where you would lookup the contact information for local Taxpayer's Advocate Service based on the TP location.
What is WHO/WHERE > Taxpayer Advocate Service Local Taxpayer Advocate > Lookup Zip Code?
* What is the phone # we would provide to a TP for zip code 41051?
* Potential for Double Points
This program is used for comprehensive account research, with the ability to narrow searches with specific parameters.
What is TC Search Tool?
* What action do the binoculars on the left hand side of the tool perform?