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13.1.17.2
(07-23-2007)
Introduction to TAS Case Transfer Process
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TAS offices receive cases from a variety of sources as discussed in the "Case Receipt and Assignment Process."
Generally, TAS cases will be worked at the point of contact (where the case was accepted into TAS ). However, in certain
situations it may be in the best interest of the taxpayer and you to have the case worked by another office.
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Some IRS processes are centralized in one or more locations. Other processes are performed only in field offices (such as
collection of balance due accounts by Revenue Officers) or only in campuses (such as resolving "scrambled SSN"
accounts). Many campus processes were realigned along Business Operating Division (BOD) lines and others were centralized
or consolidated in IRS Submission Processing, Accounts Management and Compliance Services Campuses.
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The latest changes that result from any new alignment are reflected at the Servicewide Electronic Research Program (SERP)
web site, Who/Where tab. Choose the current Campus Program Locator Guide (formerly known as Transshipment Guide). See this
website: Campus Program Locator Guide.
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Taxpayer issues that must be resolved in other offices because of a "centralized"
or "office type"
process may best be resolved by transferring the case to that office. In other instances, where only a small portion of
the case needs to be worked by another office, it will be in the best interest of the taxpayer and you, the Case Advocate,
to keep the case where it is received and work the portion of the case via a Form 12412, Operations Assistance Request (OAR).
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