| AAB |
Advocate Advisory Board |
| ACS |
Automated Collection System |
| AD |
Area Director |
| Adj or adjmt |
Adjustment |
| Advocacy Initiative |
The overall advocacy process: from identification of the underlying Advocacy Issue through implementation of the accepted
Advocacy Proposal.
|
| Advocacy Issue |
The underlying problem or issue that creates disservice or inequity to taxpayers or otherwise adds to taxpayer burden. |
| Advocacy Memoranda |
A memorandum issued by the National Taxpayer Advocate to an operating division to request a change in procedure. |
| Advocacy Project |
An Advocacy Submission after it has been accepted for further development and assignment on the Systemic Advocacy tracking
system. Projects requiring immediate intervention, administrative or legislative change, and those identified as proactive
advocacy assignments fall under the umbrella of being an Advocacy Project.
|
| Advocacy Proposal |
A formal, written memorandum of a recommended change that is presented to an operating division (or area empowered to implement
the change) after completion of an administrative Advocacy Project.
|
| Advocacy Submission |
An idea, suggestion, or problem report that may lead to an Advocacy Project which results in a change in legislative proposal,
improvement in taxpayer service, or a reduction in taxpayer burden.
|
| AFI |
Alpha Function Indicator |
| AIMS |
Audit Information Management System |
| AM |
Answering machine |
| AMS |
Account Management Services |
| A/P |
Action Plan |
| APR |
Apology rendered or Applicable Rate |
| APTS |
Advocacy Project Tracking System |
| BMF |
Business Master File |
| BOD |
Business Operating Division |
| Business Days |
Weekdays (does not include weekends or holidays) |
| CAP |
Congressional Affairs Program or Collection Appeals Program |
| CC |
Canceled check(s), courtesy copy or carbon copy |
| CEP |
Coordinated Examination Program |
| CI |
Criminal Investigation |
| CK/CKD |
check/checked |
| Calendar days |
Actual number of days including holidays and weekends |
| Case advocate (CA) |
TAS caseworker |
| Casework |
Work related to resolving taxpayer problems that meet criteria. |
| Circumvent the System |
Not using normal procedures to correct the problem |
| Cong |
Congress person or Congressional |
| Cross Operational Bodies |
Groups that provide coordination, technical resources on sponsorship for developing advocacy issues |
| CNTA |
Counsel to the National Taxpayer Advocate |
| CTA |
Campus Technical Advisor |
| CRU |
Centralized Reconsideration Unit |
| DBA |
Doing business as |
| DV |
Disclosure of taxpayer verified- Taxpayer Authenticated |
| Designee |
Individual delegated authority to perform duties of someone else |
| DI |
Desktop Integration |
| DNTA |
Deputy National Taxpayer Advocate |
| ECD |
Estimated Completion Date — Projected date for case resolution communicated to the taxpayer/representative. |
| EDCA |
Executive Director, Case Advocacy |
| EDSA |
Executive Director, Systemic Advocacy |
| Employee Number |
This is either your badge number or IDRS number |
| Enforcement Actions |
Liens, levies, and seizures |
| External Transfer |
To transfer ownership of a TAS case to another TAS Office |
| FAA |
Field Advocacy Analyst |
| FMS |
Financial Management Services |
| FP |
Fully paid |
| FPLP |
Federal Payment Levy Program |
| Form 8821 |
Tax Information Authorization Form |
| Form 911 |
Request for Taxpayer Advocate Service Assistance (And Application for Taxpayer Assistance Order) |
| Form 9102 |
Taxpayer Assistance Order (TAO) |
| FSA |
Field Systemic Advocacy |
| FUD |
Follow up Date — An internal date used by the case advocate to manage the movement of the case to resolution. Used to document
when the advocate plans to follow up on the action taken. The FUD is determined on the date of the action. The time-frame
is based on the required action.
|
| FU/FD |
Functional Unit/Division |
| GAO |
Government Accountability Office |
| GL |
Governmental Liaison |
| GM |
Group Manager |
| History Screen |
Screen on TAMIS where case actions are documented with corresponding dates. |
| HR |
Human Resources |
| IA |
Intake Advocate |
| ICP |
Integrated Case Processing |
| ICS |
Inventory Control System or Integrated Collection System |
| ID/self/TAS |
Identified self, name, badge #, phone and fax # and TAS handling. |
| IDRS |
Integrated Data Retrieval System |
| IMF |
Individual Master File |
| Immediate Intervention |
An expeditious response to an operational issue identified internally or externally that adversely affects customers for which
there is not enough time for the normal corrective process to work.
|
| Initial Research |
Research on IDRS or other systems to determine status of case and location for assignment. |
| Initiating Office |
The point of contact office |
| Internal Transfer |
To transfer ownership to a particular unit or operation within the same Local TAS Office. |
| ITAP |
Internal Technical Advisory Program |
| i-trak |
Document tracking application which replaced the Executive Control Management System (ECMS) |
| Legislative Proposal |
A formal, written memorandum of a recommended change to an existing law or enactment of a new law that is presented to the
National Taxpayer Advocate after completion of a legislative Advocacy Project.
|
| LMOAM |
Left message on answering machine |
| LMTCB/LCBM |
Left message to call back/Left call back message |
| LTA |
Local Taxpayer Advocate |
| MF |
Master File |
| M&PA |
Management and Program Analyst |
| MTCB |
Message to call back |
| MSG |
Message |
| NCD |
Next Contact Date — A promised date given to the taxpayer or representative as to when next contact will be made by the TAS
employee.
|
| NDA |
No data available |
| NFTL |
Notice of Federal Tax Lien |
| NLT |
No later than |
| NMF |
Non Master File |
| NTA |
National Taxpayer Advocate |
| OAR |
Operations Assistance Request — Request for action/assistance from the Operating Division or Function. |
| OD |
Operating Division |
| OIC |
Offer in Compromise |
| OOO |
Out of office |
| Operating Divisions and Functional Units |
Divisions outside of TAS (e.g., Wage & Investment, TE/GE, Small Business/Self Employed, Appeals) |
| Oral Evidence |
Information given by either phone or in person without the benefit of written evidence (e.g., receipts) |
| Open Control |
IDRS/AIMS/ACS, etc. open assignment control. Before any action is taken on an account with an open control, make contact with
the person controlling the account.
|
| PA |
Program Analyst |
| PCIC |
Primary Core Issue Code |
| PI |
Positive identification |
| PANG |
Phone, address, name given |
| PFANG |
Phone, fax, address, name given |
| PFANBATGA |
Phone, fax, address, name given, badge (ID), apology, TAS statement of independence given (including statement, TAS reports
to Congress through the NTA) and TP authenticated.
|
| POA |
Power of Attorney — Document used by taxpayers to have an authorized representative act on their behalf. This authority is
normally granted when a Form 2848 is submitted to IRS.
|
| |
OR |
| |
Plan of Action |
| P & I |
Penalties and Interest |
| PSD |
Problem Solving Day |
| QCTL |
Questions the constitutionality of the tax law |
| QRDT |
Questionable Refund Detection Team |
| RAM1PI |
Request Answering Machine; Taxpayer is the only one with access to the answering machine; Positive Identification |
| RATA |
Revenue Agent Technical Advisor |
| Rec'd/recd |
received |
| Receiving Office |
The office that receives a referral or transferred case |
| Referral |
Action taken when assistance is needed to resolve a case from another operation, campus, or another TAS Office. Ownership
remains with the initiator of the referral.
|
| |
OR |
| |
The process of elevating an Advocacy Submission to the next level for additional assessment, development, or implementation. |
| Rep |
Congressional Representative |
| RDO |
Regular day off |
| Relief Determination |
Decision to change/no change an IRS action, after review of pertinent facts. |
| R/O or RO |
Revenue Officer |
| ROTA |
Revenue Officer Technical Advisor |
| RPS |
Revenue Protection Strategy |
| SA |
Systemic Advocacy |
| SAMS |
Systemic Advocacy Management System |
| SBA |
Small Business Administration |
| SBREFA |
Small Business Regulatory Enforcement Fairness Act |
| SCIC |
Secondary Core Issue Code |
| Sen |
Senator |
| SFC |
Senate Finance Committee |
| SWAP |
Standard Web Based Action Plan |
| TAGM |
Taxpayer Advocate Group Manager |
| TA INV |
Taxpayer Advocate involvement |
| TAMIS |
Taxpayer Advocate Management Information System |
| TAO |
Taxpayer Assistance Order, Form 9102 |
| TAP |
Taxpayer Advocacy Panel |
| TARD |
Taxpayer Advocate Received Date |
| TAS |
Taxpayer Advocate Service |
| TIC |
Taxpayer Issue Code |
| TC or PC |
Telephone call |
| TCM or PCM |
Telephone call made |
| TPH/TPW |
Taxpayer husband/wife |
| TECH |
Technical Advisor |
| TECH ADV |
Advice only from the TECH |
| TECH CASE |
Case assigned to a TECH |
| TFRP |
Trust Fund Recovery Penalty |
| Third Party |
Entity that IRS must contact other than the taxpayer or his/her representative. Examples of third parties are banks, employers,
etc.
|
| TIGTA |
Treasury Inspector General for Tax Administration |
| TOP |
Treasury Offset Program — When an overpayment is applied to nontax obligations such as child support, Dept. of Education,
etc.
|
| TP |
Taxpayer |
| TR |
Technical Referral Case |
| TSI |
Taxpayer Treatment and Service Improvements Program |
| TT |
Technical Transfer Case |
| Validate/Verify |
Documented proof that what is said is true |
| VT |
Virtual Team |
| w/ |
with |
| w/i |
within |
| w/o |
without |
| WOEA |
Warned of enforcement action |
| WR |
Work request |
