Article
25.25.8 Revenue Protection External Lead Procedures
irs.gov
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Monitoring External Leads “Each week, the designated local Point of Contact (POC) will utilize SQL Reporting Services and SNAP to merge the Bank LMS account listings, and the Bank Leads Integrated Data Retrieval System (IDRS) Automated Age Listing (AAL).” The Workleader and manager in each team (or another locally designated POC) will then disseminate the Age List for their team to the assigned Tax Examiners for follow-up actions (described in the table in 3 and 4 below). Resolve Age Listing in Lead Received Date order. Reminder: The Assigned Tax Examiner is responsible for taking all actions related to each account, including monitoring for and resolving processing issues, ensuring the correct posting of returned funds (as appropriate), and the dispositioning/referral as needed on “invalid” returns.
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
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