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IRS Audits

Chapter 7. Examination Returns Control System (ERCS)

Section 6. Reports (Cont. 1)

4.7.6  Reports (Cont. 1)

4.7.6.5 
Count Reports

4.7.6.5.2  (10-01-2003)
Activity Code Count by POD/MSS Report

  1. Activity Code Count by POD/MSS Report is available to PSP and area/industry users, creates a table showing the number of returns in status 06 in each market segment by activity code.

  2. The report runs for PBC. The area/industry user must have permission to view returns in the entire PBC before running the report. PSP users must have permission for the entire PBC or permission for the PBC with SBC of 87700 to run the report.

  3. If there is more than one PBC for the database (as in LMSB), the user must select one PBC for which to run the report.

4.7.6.5.3  (07-31-2000)
Business Plan Count Report

  1. The Business Plan Count Report is used to identify returns in the priority categories of the business plan.

4.7.6.6  (10-01-2003)
Statute Expiration Reports

  1. This section covers the following ERCS statute expiration reports:

    • Pending Statute Report

    • 895 Report

    • Print 895 Forms

    • Reprint 895 Forms by TIN, MFT, and Tax Period

    • Reprint 895 Forms by Issue Date

     

4.7.6.6.1  (07-31-2000)
Pending Statute Report

  1. The Pending Statute Report lists returns in group/function statuses with a statute expiration falling within the number of days input by the user. It may be run by the earliest statute date or employee ID.

  2. The report is used by the group manager/function when performing an IVL review or at any time there is a concern about a statute. The report can be compared to AIMS 4.1 Table.

  3. Examples for use by groups/functions include, but are not limited to:

    • Group/Chief— to indicate the appropriateness of statute protection at the group level.

     

  4. See Section 3.6(2) for more detailed information and uses for this report.

4.7.6.6.2  (10-01-2003)
895 Report

  1. The 895 Report generates a report listing returns in group statuses that meets certain defined criteria.

  2. The report is used by the secretary/group clerk when working the AIMS 4.1 Table. The group manager may also use the report to monitor statutes.

  3. The report should be run at least monthly.

  4. See Section 3.6(3) for more detailed information and uses for this report.

4.7.6.6.3  (10-01-2003)
Print 895 Forms Report

  1. The Print 895 Forms Report allows a user to generate a form 895 for each return within the group whose statute, per ERCS, expires within a minimum of 180 days or the specific number of days set by the area.

  2. The secretary/group clerk should generate the report, at a minimum, monthly — or more often when receiving new cases.

4.7.6.6.4  (10-01-2003)
Reprint Specific 895 Forms by TIN, MFT, and Tax Period Report

  1. The Reprint Specific 895 Forms by TIN, MFT, and Tax Period Report allows the user to reprint forms 895 for one or more specific taxpayers.

4.7.6.6.5  (10-01-2003)
Reprint 895 Forms by Issue Date Report

  1. The Reprint 895 Forms by Issue Date Report allows the user to reprint all forms 895 issued for a specified date.

4.7.6.7  (10-01-2003)
Tax Auditor Reports

  1. These reports help the group manager and secretary/group clerk keep track of daily changes in the Tax Compliance Officer group inventory. Options available from this menu are:

    • Update Action Code and Purge Date

    • Print Daily Report

    • Group Purge Report

    • Overage Purge Report

    • Tax Auditor Scheduler Report

    • Appointment Density Report

    • Appointment Scheduled Report

    • Overnight Inventory Report

    • Inventory Analysis Report

    • Action Code Report

    • Monthly/Weekly Schedule Report

     

4.7.6.7.1  (10-01-2003)
Update Action Code And Purge Date

  1. This option allows the secretary/group clerk to update various action codes, purge codes, or appointment times without having to charge time