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25.25.8 Revenue Protection External Lead Procedures

irs.gov

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  1. (4) IRM 25.25.8.2(2) - This subsection and table was updated to address the importance of responding timely to mailbox inquiries after observing a significant increase in follow up emails due to non-responses. IPU 25U0126 issued 01-29-2025. “Added additional instructions to ensure all case actions required to notate the completion of the lead is updated appropriately.” (6) IRM 25.25.8.2.2(1) - Added an additional reject reason code that will not require TEs to take an immediate action to prevent the refund from being released. IPU 25U3418 issued 06-20-2025.

    In Partner lead intake

  2. (3) IRM 25.25.8.2(2) - Added instructions to instruct mailbox employees how to process leads specifically from Green Dot/SBTPG. IPU 25U3418 issued 06-20-2025. “This subsection and table was updated to address the importance of responding timely to mailbox inquiries after observing a significant increase in follow up emails due to non-responses.” (5) IRM 25.25.8.2.1(1) - Added additional instructions to ensure all case actions required to notate the completion of the lead is updated appropriately. IPU 25U3418 issued 06-20-2025.

    In Reply response time

  3. External Lead Mailbox Process “Therefore, it is critical that mailbox staff review all emails received daily and issue the appropriate response in accordance with established timeframes (See Table in paragraph 3 below).” Leads received by Santa Barbara Tax Product Group will meet exception processing since funds are returned prior to a completed review of accounts. Follow the steps below for processing leads from this source: Do not assign the Lead to a team for review Update the Lead Record in Bank LMS to Indem Required "False" Update the Lead Record in Bank LMS to status "Waiting for Deposit" , sub-status "Awaiting Deposit (Indem Sent if Applicable)" Update the Account Records in Bank LMS to "Suspense" Once the deposit is received, assign to a team for processing the lead

    In Reply response time

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