Field Tax Procedures Manual, Chapter 7 - Electronic Worklists - Table of Contents

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[ Field Tax Procedures Manual - TOC ] [ Ch 1 - Status Investigations ] [ Ch 2 - Quarterly & Adjustment Reports ] [ Ch 3 - B-27 Investigations ] [ Ch 4 - Collections ] [ Ch 5 - Forms Used by Accts Examiners ] [ Ch 6 - Miscellaneous ] [ Ch 7 - Electronic Worklists ] [ Ch 8 - Rule 13 Tax Coverage Hearings ]
[ 7.0 - Electronic Worklists ] [ 7.1 - Assignment Inventory Screen (FTI) ] [ 7.2 - FTI Assignment Types ] [ 7.3 - Assignment Log Screen (FTA) ] [ 7.4 - Delinquent Report List Screen (FTD) ] [ 7.5 - ACAP Delinquent Acct List Screen (FTB) ] [ 7.6 - Non-ACAP Delinquent Acct List Screen (FTN) ] [ 7.7 - Active Stop List (FTH) ] [ 7.8 - Other Screens ]
Chapter 7: Electronic Worklist	comments to: Tax Department

Table of Contents

This chapter discusses the role of electronic worklists in the organizing and planning of Accounts Examiner's work activities.

7.0 Electronic Worklists

7.1 Assignment Inventory Screen (FTI)

7.2 FTI Assignment Types

7.2.1 940 - IRS Form 940 Assignments

7.2.1.1 Unidentified Employer Filing Federal Form 940 (November)
7.2.1.2 940 Certification Control Report (January)

7.2.2      ACA - ACAP Monetary
7.2.3      ACC - Accounts Assignments
7.2.4      B27 - B-27 Claim Assignments
7.2.5      COL - Collections Assignments
7.2.6      ELN - Magnetic Media Non-Compliance Assignments (Field Tax Operations Only)
7.2.7      FED - FEDS Assignments
7.2.8      FEI - Missing FEIN Assignments
7.2.9      LEG - Legal Assignments
7.2.10    NAM - Non-ACAP Monetary Assignments
7.2.11    NEC - Non-Employee Compensation Assignments
7.2.12    OIG - Audit Assignments
7.2.13    OTA - Other Tax Area Assignments
7.2.14    PSN - Pseudo Social Security Number Assignments (Collections Section Only)
7.2.15    R13 - Rule 13 Assignments
7.2.16    RPT - Delinquent Report Assignments
7.2.17    RTS - Regional Tax Supervisor Assignments
7.2.18    STA - Status Assignments
7.2.19    TEU - Training and Evaluation Unit Assignments
7.2.20    TTL - Referral Assignments
7.2.21    TXU - Out-of- Balance Taxable Wages Assignments (Collections Section Only)

7.3 Assignment Log Screen (FTA)

7.4 Delinquent Report List Screen (FTD)

7.4.1 To Send Letters to Employers via Mail-Merge

7.5 ACAP Delinquent Account List Screen (FTB)

7.6 Non-ACAP Delinquent Account List Screen (FTN)

7.7 Active Stop List (FTH)

7.8 Other Screens

7.8.1 Productivity Statistics Screen (FTO)

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Last Revision: March 26, 2009