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8.1.3.2
(10-23-2007)
Automated Systems Used to Control or Research Appeals Cases
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Cases are established, updated and closed using the following automated systems:
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ACDS (Appeals Centralized Database System).
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AIMS (Audit Information Management System).
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IDRS (Integrated Data Retrieval System).
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CDPTS (Collection Due Process Tracking System).
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ISTS (Innocent Spouse Tracking System).
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The following systems provide additional research information on cases being handled by Appeals:
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CATS (Counsel Automated Tracking System).
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PACER (Public Access to Court Electronic Records
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AOIC (Automated Offer in Compromise System).
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Generally, Appeals Processing Services (APS) utilizes the systems to establish, maintain and close cases in Appeals. However,
all Appeals employees have an interest in the information on some of the systems. The following subsections briefly describe
the more commonly used systems.
8.1.3.2.1
(10-23-2007)
Audit Information Management System (AIMS)
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Appeals receives some cases from Compliance that may be controlled in AIMS. These cases may have been audited for possible
additional tax and penalty liabilities. See IRM 4.4, AIMS Processing, for information relating to AIMS processing of examination
returns. Also see Document 6209.
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Each AIMS input form is identified by a number, a command code, and a color code as explained in text below. The Audit Information
Management Systems Manual contains instructions and screen examples for all AIMS input codes. The terminal operator uses the
command code to tell the terminal what information is being input and how the data file should treat the information.
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Listed below is a description of the AIMS command codes most often used by Appeals:
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AMCLS A/F/I/S/U - used to adjust, correct or close returns on AIMS. (form 5403)
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AMSTUA - updates the record to an active Appeals status (80 or 82) from 81
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AMSTUB - Appeals Update Command code AMSTUB - changes the status and statute date of any return already in an Appeals status.
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AM424A - used to establish a master file record on the AIMS database.
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AMAXUA - corrects the Appeals sections on the AIMS database.
8.1.3.2.2
(10-23-2007)
Integrated Data Retrieval System (IDRS)
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IDRS provides extensive research capability to taxpayer account information. Refer to IRM 2.3.1, IDRS Terminal Responses,
Section Titles and Command Codes for IDRS Terminal Responses. For the source document for command code information see Document
6209 ..
8.1.3.2.3
(10-23-2007)
Appeals Centralized Database System (ACDS)
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ACDS is a web-based work center application used by all Appeals employees. It is a web based application accessible using
internet explorer and the IRS Intranet.
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ACDS incorporates programming functionality for various employee occupations including but not limited to: executives, headquarter
analysts, APS employees, Appeals Managers and Technical Advisors, Appeals/Settlement Officers, Appeals Team Case Leader, Appeals
Tax Specialist, and Tax Computation Specialist, etc.
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Workcenter functionality includes occupation related personal inventory systems, timekeeping, reports, inventory updates,
forms and letter generation and electronic notification.
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ACDS is a relational database management system that incorporates the various employee modules into a single integrated database
model eliminating duplicate entry, maximizing security functionality and consolidating administrative tasks and duties into
one system.
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ACDS is used for all Appeals management statistics and produces management information reports.
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The following are some of the functions available to all ACDS users:
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Home — This returns the user to the ACDS home page. It identifies your home area in relationship to the Field Areas.
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ACDS Memos — This is where all ACDS MEMOS that have been issued can be accessed.
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SEARCH — This allows an employee access to search the ACDS open or closed database using various options i.e. TIN, TPName, docket
number, WUNO, etc.
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Utilities — This has a variety of options includes: Closing Codes, Feature Codes, Statute Date Computation Calendar, Customized 5402
instructions, TCS codes, CARATS codes, ACS codes etc..
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APGolf is the function which provides the ability to generate various forms and taxpayer correspondence.
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Print — This option prints the current screen.
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LOGOUT — It is a security requirement for employees to log out when exiting ACDS.
8.1.3.2.4
(10-23-2007)
Counsel Automated Tracking System (TL-CATS)
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TL-CATS is an automated system used by Counsel to control US Tax Court cases from the time the taxpayers files a petition
until a decision is entered and their case is closed.
8.1.3.2.5
(10-23-2007)
Processing Employees Automated System (PEAs)
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PEAs is a sub-system in ACDS. It is used by APS employees as an inventory control and timekeeping system.
8.1.3.2.6
(10-23-2007)
Technical Automated Control System (TACS)
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The Technical Automated Control System (TACS) within the Appeals Centralized Database System (ACDS) is used to control the
inventory of the Tax Computation Specialist and to record their time
8.1.3.2.7
(10-23-2007)
Case Activity & Automated Timekeeping System (CARATS)
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CARATS is a sub-system within ACDS. The Technical Employees, as defined in IRM 8.1.3.3, use the system control their inventory,
record case activities, record time spent, and establish follow-up actions etc.
8.1.3.2.8
(10-23-2007)
Collection Due Process Tracking System (CDPTS)
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The Collection Due Process Tracking System (CDPTS) is a cross-functional inventory system to track CDP Inventory from time
of receipt through resolution
8.1.3.2.9
(10-23-2007)
Innocent Spouse Tracking System (ISTS)
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The Innocent Spouse Tracking System (ISTS) is a separate application built within the Taxpayer Information File (TIF) database
system. The ISTS application is designed to track the inventory and progress of all innocent spouse claims (Forms 8857). Examination,
field Collection and/or Appeals will do all updates to the ISTS within three processing days of the status change date.
8.1.3.2.10
(10-23-2007)
Public Access to Court Electronic Records (PACER)
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PACER is an automated system used to research CDP cases to determine if the taxpayer has petitioned District Court.
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