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Memo Provides Guidance on Streamlined Closing of Docketed Cases

APR. 17, 2015

AP-08-0415-0004

DATED APR. 17, 2015
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Citations: AP-08-0415-0004
[Editor's Note: For the entire memo, including attachments, see .]

 

Date: April 17, 2015

 

 

Expiration Date: 04/17/2017

 

Affected IRMs: 8.4.2 and 8.20.6

 

 

MEMORANDUM FOR

 

APPEALS EMPLOYEES

 

 

FROM:

 

John V. Cardone

 

DIRECTOR, POLICY, QUALITY AND CASE SUPPORT

 

 

SUBJECT:

 

Streamlined Docketed "EZ" Closing Pilot

 

 

This memorandum serves as guidance on the Streamlined Docketed "EZ" Closing Pilot. Please ensure that this information is distributed to all affected employees within your organization.

Purpose: This guidance provides a step-by-step approach to streamline the closing of certain docketed cases in partnership with the Office of Chief Counsel. In this pilot, Counsel will upload documents necessary to close the case directly to the Appeals Centralized Database System (ACDS) instead of mailing documents.

Procedural Change: When Appeals settles a pilot docketed case, Appeals will send the petitioner (or counsel of record) decision document(s) with instructions to forward the signed document(s) directly to respondent's counsel. After the decision is entered with the Tax Court and the case is ready to close, Office of Chief Counsel personnel will convert the necessary closing documents into electronic files, upload the files to ACDS, and add a tracking indicator to the Tax Litigation Counsel Automated Tracking System (TLCATS). All post-decision processing by Appeals will be done using the documents in the electronic file. The process is illustrated in the attached chart (Attachment 1) and step-by-step instructions (Attachment 2).

Pilot Offices:

 _____________________________________________________________________

 

 

            Appeals                          Chief Counsel

 

 _____________________________________________________________________

 

 

 Assigned on ACDS to:                 Assigned on (TLCATS) to:

 

 

   o Ogden Campus Appeals Office        o Boston, MA

 

 

                                        o Louisville, KY

 

 

                                        o Farmers Branch, TX

 

 

                                        o Seattle, WA

 

 

Affected Ogden Campus Appeals Employees:
  • Account and Processing Support (APS) Employees

  • APS Processing Team Managers (PTM)

  • Appeals Technical Employees (ATE)

  • Appeals Team Managers (ATM)

  • Secretaries

 

Pilot Cases:

 _____________________________________________________________________

 

 

 No.  Requirement

 

 _____________________________________________________________________

 

 

 1.   Appeals settled

 

 

 2.   Assigned on ACDS to the Ogden     Assigned on TLCATS to a pilot

 

      Campus Appeals Office             Counsel Office

 

 

 3.   Administrative file retained in Ogden APS in suspense pending

 

      entry of the Tax Court decision (ACDS Action Code STIPFF)

 

 

Effect on Other Documents: This guidance supersedes existing IRM guidance only for Appeals pilot employees working pilot cases. This guidance does not otherwise affect the following IRMs for non-pilot employees and cases:
  • IRM 8.4.2, Appeals Docketed Cases, Campus Appeals Docketed Cases

  • IRM 8.20.6, Account and Processing Support (APS), Interim Actions

 

Effective Date: This guidance is effective on June 1, 2015, the date of implementation.

Contact: Appeals employees should follow existing procedures to elevate questions through their management chain to contact an analyst by email to *AP Tax Policy & Procedure.

Attachment(s):

 

(1) Streamlined Docketed "EZ" Closing Pilot Chart

(2) Step-by-Step Instructions

 

cc:

 

www.irs.gov
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