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OF EVENTS: [Number of US Events]

Example:

Internal Revenue Manual Part 4. Examining Process · 2026-10-03 edition · updated 2026-10-04 · United States

12345 Band Name YYYY (folder)

Assignment (subfolder) – Contains assignment email, application and research files

Initial IDRs and Responses (subfolder) – Contains the initial IDRs and responses (pre-CWA execution)

CWA Agreements and Letters (subfolder) – Contains the CWA agreement, official letters and copies of the executed signature page and the venue notification letter. This folder may also contain copies of correspondence sent containing CWA, fax confirmation , etc.

DWLs and Letters (subfolder) – Contains DWLs and other letters

Addendum and Related Documents (subfolder) – Contains all documents associated with addendum, including, but not limited to, addendum request, IDR(s), actual CWA addendum, et

Final Accounting (subfolder) – Contains all documents associated with the Final Accounting. Nothing should be in this folder until final accounting is received from POA.

EFTPS and Deposit Confirmations (subfolder) – Contains EFTPS confirmation, Form 13920 and other deposit confirmations.

Miscellaneous (subfolder) – This will contain any additional working documents that may be related to the case.

Case Spreadsheet

CWA Mail Merge Document (can be deleted by TS/RA after CWA is created)

ICS History (at appropriate time)

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▸Contents — Internal Revenue Manual Part 4. Examining Process

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