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of 8821/2848’s

Note:

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

Available work queues show for clerks or tax examiners, but not both.

Get Next Work: Pulls the highest Priority case from the available work queue.• Clerks will pull from the Initial Processing or Post Payment work queues based on first in first out priority.• Tax examiners will pull from the Resolution or Suspense work queues based on first in first out priority.

Following Work Item: Optional feature that allows a user to follow a case and easily access the case throughout the lifecycle of the case.

Dashboard

Configuring the Dashboard: Allows the user the ability to customize the dashboard.

My Work: Allows users to access work that is assigned to them.

Case Search: Allows a user to search for a case by TIN, EIN, name or USRC number.

Case Menu: This menu is available for every case in the system.

Remarks: Users can view, add or delete remarks on a case.• Users can also respond to remarks or 'like' remarks already posted on the case.• Users can modify previous remarks. Modified remarks will have an indicator added showing the remark was modified.• Users can delete previous remarks.

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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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