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of 8821/2848’s

Caution:

Internal Revenue Manual Part 21. Customer Account Services · 2026-10-03 edition · updated 2026-10-04 · United States

Be very careful that you are entering the information into the same row as the Batch you are assigning.

When you are done assigning the work:• Click on the Protect button in the upper right corner to protect the worksheet.• Save your work.• Close the Logbook.

Create the Assigning List – Before you take the work to the Technical Team, you need to send an email listing the batch number of each batch being assigned to that team for that request. You may copy and paste this information directly from the shared drive log Excel workbook. Address the email to:

The requesting team Lead

The requesting team Manager

Your Manager and Lead

Deliver the work – Take the work upstairs and deliver it to the Team Lead of the requesting team. If the Team Lead is not in, ask the Team Manager where to deliver it.

Phase 2 Auto Distribution. During peak season, it is clerical’s responsibility to keep the technical teams supplied with work. We automatically distribute work to all teams every Monday on (or during) Day Shift, and every Wednesday on (or during) Swing shift by making sure the TE’s on each team have work to equal the following totals:

125 records for each full-time TE

75 for each part-time TE

50 for team Leads

Pull a combination of Mix and Flow with one quarter to one half of the work being Flow (depending upon availability, Received Date, and amount of F8821/F2848 per batch). To pull the correct amount of work, we use each TE’s Daily Inventory Report.

Open the USRC 6166 Database – Mixed or Flow.

Select the "Employee" - This is under the inventory heading of the Reports Console.

Select the Team Number – Use the "Unit:" pull-down to select the team number for which you are pulling work.

Select Employee – Once you have selected a team number in the "Unit:" pull-down, the "Employee(s)" box will auto-fill with all of the employees on that team. Select an employee by clicking on that employee’s name. This is the employee for whom you will be running an inventory report.

Select the Day – Click the "Daily" check box to view the daily list. In the "From" pull down, click on the first date to select the previous day.

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▸Contents — Internal Revenue Manual Part 21. Customer Account Services

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