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13.1.11.4
(10-31-2004)
Case File Assembly (Suggested)
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Each case will be placed in a folder with the
taxpayer's last name, first name and case file number shown on the outer label.
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Secured to the left side of
the folder from top to bottom:
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TAS Correspondence (descending date order)
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OAR, if applicable
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Incoming taxpayer correspondence, date stamped (descending
date order)
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Form 911 (if applicable) or TP Initial Correspondence
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Secured to the right side of
the folder from top to bottom:
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Form 911H
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IDRS prints
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ECMS Control Ticket (if applicable)
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Copies of tax returns
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Additional/Pertinent Information
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