Caution:

If the case file lacks Form 3210, prepare Form 3210, forward an email to the group.

Mandatory Review Statute Coordinator- If the case doesn’t belong in Mandatory Review:

Prepare a transmittal (Form 3210).

Complete Form 9814, Request for mail/shipping service (if sending the case outside of Dallas) for any paper case files.

Double package any paper case file (if sending the case outside Dallas).

Transfer the case on RCCMS to the appropriate unit.

Send any paper case file to appropriate unit.

Mandatory Review Manager- Upon receipt of the case file:

Inspect the case file.

Determine the issue(s).

If the case belongs in Mandatory Review, assign to a reviewer.

Give the case to a tax examining assistant/clerk indicating to whom and where to send it.