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Example:

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

Team 102 is requesting work for 3 employees during Off-Peak Season. There isn’t much work on the Phase 2 wall, and most of it is Flow. The earliest IRS Received Date for Mixed is April 26, and the earliest IRS Received Date for Flow is April 20. You have about 90 records of Flow on the Phase 2 wall, and you need to catch the Flow date up to the Mixed date. You pull 20 records of Flow only for each of the 3 employees.

Arrange the pull for each employee in such a way that you can distinguish between them. (One pull to a sleeve on a cart, each pull rubber banded together, each pull in separate piles with names on post its, etc.)

To track where the applications are going, we keep track of all work going to the Technical Teams by assigning it in the S: Drive Inventory Logbooks.

Open the Logbook – Open the appropriate logbook on the S: Drive for the month and year that matches the month and year of the IRS Received date on the batch sheet. The logbooks are password protected. Ask your Manager or Lead for the current password.

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

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