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13.1.11.1
(04-01-2003)
Introduction
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Case development, documentation and inventory
management are important elements for quality casework and crucial for timely
actions. Proper case assembly is essential. As managers, analysts and other
Taxpayer Advocate personnel may have a need to review a case, it is important
that information is easily located and the TAMIS history can be followed during
any point of resolution. Documentation of all actions taken in resolving the
taxpayer's problem(s) is an important tool. You will need to develop a workable
method you can use consistently for managing your cases. Proper application
of these elements will result in successful case resolutions and quality casework.
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