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

If the "Case Management" window doesn’t open automatically, select the "File" drop down menu and "Case" then "Open" from the "Report Generation Software" window.

A "Merge" window will open.

In the "Merge from" box navigate to the NFORWARDI1.ZIP file and select.

Then select "Merge" .

Save all of the prepared forms and letters in the RCCMS Office Documents folder using the TE/GE RCCMS Naming Convention.

Scan all relevant paper documents and save them in the RCCMS Office Documents folder using the RCCMS Naming Convention.

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▸Contents — Internal Revenue Manual Part 4. Examining Process

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