Workflow Overview

Primary Workflow Stages:

Create Case: Generate a case from a fax received from the EEFax system and attach the fax to the case for processing. This stage is automatic and does not require user interaction.

Review and Input: A clerk reviews the fax, inputs taxpayer, and payment details for the case. • Pending-Initial Processing• Pending-Payment Update

Payment Suspense: The case suspended for 14-calendar days from the date of the payment. This ensures the payment has adequate time to process and clear before a clerk can validate the payment.• Pending-Payment Suspense

Track Payment Process: A clerk indicates if a payment processed successfully.

Initial Input to USRC: A clerk inputs an overview of the case details and allows a clerk to indicate the case has been input to the USRC database.• Pending-USRC Input

Resolution Activities: A tax examiner provides the outcome(s) of the certifications requested by the applicant.• Pending-Resolution• Pending-Suspense