As a Tax Examining Quality Reviewer for Error Resolution, I perform work that involves analyzing, researching, determining, and initiating appropriate actions on tax returns that have various types of tax law issues, conditions and account relationships that must be resolved in order to resolve issues pertaining to taxpayer accounts.
I utilize a variety of tools, such as IDRS, ERS, Control D, IAT and EQSP to review returns to ensure tax examiners actions initiated on tax issues are applicable to the return and attached schedules.
In addition, I ensure all required information for correction of accounts and records are analyzed, verified, and adjusted accurately and payments on delinquent accounts are and delinquent returns are secured.
I ensure determine taxpayer's financial status, secure levy sources, adjustment and secure uncollectible information: advise taxpayers of appeal procedures.
On occasions I have provided technical assistance on systemic problems and inconsistencies in IRM's.
I have extensive knowledge on interrelated tax rules, regulations, IRM's, and procedures concerning returns, documents, penalty and interest computations, correcting tax accounts and advising taxpayers options and consequences regarding tax liability.
I have extensive knowledge of the online systems, research materials, EQRS and the usage of IDRS research and adjustment command codes.
I perform and review credit transfer request, re-compute taxes and or penalties and interest.
Access relevant systems to view and/or update taxpayers' accounts regarding payments received, review status of the case, and/or to make account adjustments.
I ensure data is input correctly into automated systems to adjust tax, penalty, and/or credit adjustments, while recognizing indications of tax fraud; make determinations and use sound judgment concerning taxpayers' data and responses.
Gain cooperation of taxpayers by explaining the best options available to resolve the problem or question, mutual interests, and to make sure they understand their responsibilities.
Interpret the law as it relates to the issues and if affects the performance and efficiency of the Internal Revenue Service.
Educate taxpayers on future action(s) needed to achieve and offer advice on tax liability.
Employee consults with the manager or higher grade employee (work leader) on unusual or difficult issues.
Receives and/or initiates contact with taxpayer and/or their representatives and third parties.
As a Quality Reviewer I evaluate all available information and take corrective actions, such as credit transfers requests, re-computed tax, and/or penalty and interest.
Educate taxpayers on future action(s) needed to achieve and offer advice on tax liability.
Input in the EQSP system and researching in Control D. Also OJI when needed to ensure employees are following IRM procedures.
While in ERS/Rejects Department, I performed multiple duties involving adjustments of tax documents and accounts.
Made decisions involving critical tax issues while abiding by tax laws and regulations in order to correct taxpayer errors and inconsistencies.
Adjusted taxpayer accounts as related to tax liabilities and tax credits.
Also, I informed tax payers of additional information needed to process tax returns as stated in the Internal Revenue Manual (IRM).
Researched different programs and sources to apply appropriate actions needed to resolve tax issues.