 |
5.1.1.2
(01-24-2001) Transmittal of Revenue Officer Assignments
-
Revenue Officer assignments consist of the following:
-
Balance Due Accounts (Bal Dues)
-
Delinquent Return Investigations (Del Rets)
-
Courtesy Investigations (OIs)
-
Federal Tax Deposit Alerts (FTD Alerts)
-
Compliance Initiative Projects (CIPs) — formerly
Returns Compliance Programs
-
Offers in Compromise — Form 656, Offer in
Compromise, and Form 2525, Record of Offer in Compromise
-
Campuses and field offices use Form 3210, Document
Transmittal, to transmit assignments and other tax related items.
-
Compliance Services Collection Operation is to
transmit items to field offices for assignment as appropriate:
-
Case assignments are attached to Form 1976, Assignment
Slip, for routing to the proper responsibility unit and then batched for shipment
to the field office on Form 3210.
-
Other work items, such as Offers in Compromise,
estate tax extensions and CP-44s, are attached to Form 1725, Routing Slip,
and then transmitted on Form 3210.
-
Delinquent Investigation/Account Listings (DIALS)
are attached to Form 3210.
-
Field offices are to use Form 3210 to transmit
all tax related documents to the campus. Use of Form 3210 is not required
for intra-office routing of tax related documents in the same territory.
-
Cases will be assigned to revenue officers either
automatically by use of the ICS assignment grid or by group managers using
the ICS reassignment process.
|
|
 |