Follow the guidelines in this section to properly route the call to the correct area. The more precies your question is, the higher the chances of quickly receiving an answer from another user. Title is now Self-Assign Procedures, providing procedures regarding self-assign. The case is identified as an Operational Assistance Request (OAR) on CEAS or Master File with an open control to Exam regardless of status code or campus.
Calls received by Accounts management on PPS will include prompts referring callers to the appropriate Program Area. Inform the taxpayer they may request a copy of the call under the Freedom of Information Act (FOIA). This request must be in writing and contain the date, name, identification number of the employee, and the approximate time of the call. Taxpayers that report the SRP on their tax returns will be told on Form 886A, Explanation of Items, that the SRP reported may be adjusted pending the outcome of our examination of their tax return. Accounts with an open Exam control base indicating there is an open audit reconsideration case. They will not be saved electronically to the CEAS/RGS record due to CEAS capacity concerns. E-fax can be a valuable tool in case resolution.
These tools can be used to effectively research or update taxpayer accounts. Ask probing questions to determine the reason for the call. Before disclosing any tax information, you must be sure you are speaking with the taxpayer or authorized representative. The report will reflect the gaining and losing campus information. Use the table below to assist the taxpayer when systems are unavailable. 126.96.36.199 (11-17-2016)CEAS Notes Examination employees are required to write professional CEAS notes.