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4.1.6.6
(10-24-2006)
Deletions From the CSDB
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Returns may be deleted from the CSDB for a number of reasons, including:
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Transfers to other Areas;
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Special requests from Areas or Campus, such as training;
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Errors appearing on CSDB Update Error Items; or
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Manual orders.
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Centralized Files and Scheduling is organized to use the CSDB, including
computerized listings, taxpayer contact letters, and appointment schedules
on a weekly operating cycle. Therefore, requests for manual orders are discouraged.
A manual order or pull requires special handling by the CFSU, such as manual
identification of the returns, deletion from the database, and preparation
of manual letters if required. Manual pulls can create problems with the accuracy
of the CSDB, as well.
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An AIMS update of the status and employee group code alone will not
delete a return from the CSDB.
4.1.6.6.1
(10-24-2006)
Surveys from the CSDB
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The PSP Territory Manager has sole authority to approve the survey of
previous file year returns from the CSDB. CFSU managers must have written
authorization from the PSP Territory Manager before surveying returns from
the Areas CSDB. The survey letter should be sent to the Department Manager,
Classification.
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Although surveys are normally done on an Area-by-Area basis using the
tax year as the main criterion, surveys may be requested for a specific activity
code, specific POD, specific year or a combination thereof. A survey may be
done any time the PSP Territory Manager and the Field Territory Manager determine
the returns are not needed.
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Prior year returns should be surveyed as soon as there are sufficient
current year returns in the inventory, normally by December 31st.
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As the first step in the survey process, the CFSU will request an extract
of Blue Tab returns. Blue Tab returns cannot be surveyed.
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Blue Tab returns (priority code 4) will be immediately
assigned to Area offices.
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Other returns prioritized via Block D of Form 6754 may or may not be surveyed depending on the
instructions issued to CFSU by the PSP Territory Manager.
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The CFSU will pull the surveyed returns, stamp them with a survey stamp,
and package them for closing. Disposal Code 35 will be used to close the returns
off AIMS. Late Filed Returns (those with statute dates in the calendar year
following those being surveyed) will remain on the CSDB. They will not be
surveyed.
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