Example:
Internal Revenue Manual Part 21. Customer Account Services · 2026-10-03 edition · updated 2026-10-04 · United States
The earliest Received Date on the Phase 2 wall for Mixed is June 6. The earliest Received Date for Flow is June 2. When you pull this work, you will start by pulling Flow work until you have pulled up to June 6. Only after Flow’s Earliest Received date has “caught up” will you begin pulling from Mixed.
Work Type – Mixed or Flow.• Because Flow generally takes longer to be processed, we try to include less Flow in a pull than Mixed (if we keep the Earliest IRS Received Date in mind, see above).• Flow is never included in a pull if the work is being requested for overtime unless notified by your Manager or Lead.
Record Amounts – The amount of work assigned to a Technical Team is determined by Record amount, work type, and seasonal need.• During Peak Season – 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 and Received Date).• During Off-Peak Season - 50 records for each full-time TE; 25 for each part-time TE; nothing for team Leads. Pull a combination of Mix and Flow with one quarter to one half of the work being Flow (depending upon availability and Received Date).• Overtime requests - See your Manager or Lead for the type of inventory that is priority during Overtime.• Specific request - Technical Managers or Leads may request a specific number of records and/or work types.
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