IRS Disagreement on Transfers of TAS Cases

13.1.17.8  (07-23-2007)
Disagreement on Transfers of TAS Cases

  1. If you disagree with the transfer of a case to your office, , but your office has the resources to handle it, then work it in your office. Cases that you believe should not have been transferred and cannot be worked in your office will be brought to your manager with the reason(s) it cannot be worked. If your manager agrees, he or she will call the manager of the person who transferred the case.

  2. Disagreements on transferred cases will always be discussed manager to manager. If no agreement is reached, it will then be elevated to the LTAs. If the LTAs decide the case will be worked in your office, the decision is final. If the LTAs do not agree on which office should work it, the case will be elevated to the Area Director.

  3. All TAS offices are working for the taxpayer's best interest, so keep disagreements regarding transfers to a minimum.


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