Phase 2, Assigning to Tax Examiners

During Phase 2, the batches leave the Phase 2 staging wall in the clerical unit and are delivered to the TE teams for processing. Phase 2 begins when clerical receives a request for work from a TE Manager or Lead. This request comes in the form of an email, and generally specifies that they are asking for inventory to be assigned to their team for a certain number of employees. When the work request is received, your Manager or Lead may ask you to pull the work from the Phase 2 wall, assign it in the shared drive Inventory Logbooks, and deliver it to the TE Manager or Lead.

If you are asked to pull work for a technical team, there are 3 main areas to consider:

IRS Received Date – We always try to process work in FIFO (First In, First Out) order. When pulling work from the Phase 2 wall, always:• Take the earliest IRS Received Dates first.• Pull from both Mixed and Flow to keep the Received Dates of both within one day of each other (if possible). This might mean that one pull includes more Flow than Mixed, while the next pull includes more Mixed than Flow.