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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

If the case was marked as a Quick Closure, this step will be completed by a tax examiner.

Optional Actions:

Misdirected Cases: User can route misdirected faxes to the Misdirect Print Queue. These cases will be printed and rerouted using the Form 3210, existing local procedures and the maildex.

Split Cases: Users can split a single fax, containing multiple Form 8802's, into individual Form 8802 cases.

Multipay Cases: Users can split a fax into individual cases for processing while retaining the payment information from a single payment. Once a case is marked as a Multipay, a new case will be created - the case ID number will start with "MP" . Users will be able to split the case inside of the "MP" case, creating new "R" cases. Payment allocation will be made on each "R" case for tracking purposes.

Quick Closure Cases: Users can indicate that a case can be processed as a quick closure if the application meets ALL the following criteria:• Payment validation shows successful payment,• Applicant is a 1040 or 1120 filer,• OFP Code is either IMF Quick Closure or BMF Quick Closure,• Clerical Prefix is NOT Foreign Claims Form, Multi payment, or Part Pay, AND• No Third Party

Available Reports:

Daily Receipt Summary Report: Users can view daily summaries, broken down by week beginning on Sunday and ending Saturday, by clicking the ‘Daily Receipts’ icon in the main menu.

Work Queue Inventory: Users can view the number of cases in each work queue.

Inventory by Status: Users can view the number of cases in each status.

Inventory Aging Report: Users can view all non-resolved cases based on the date they were received in a specific age range.

Suspended Inventory Report: Users can view the non-resolved cases that are in suspense based on the date they were suspended.

Reopened Case Summary Report: Users can view cases that have been reopened in the last 90 days, and the status of those cases.

Aged Records Report: Users can view the age breakdown of all cases in EFS Pega.

My Completed Cases: Users can view their completed cases.

Active Records and Certifications: Users can view the breakdown of uncontrolled and controlled records and certifications by age.

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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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