Note:

Pending-Suspense status does NOT indicate that case is in the suspension wait period; the TE user must confirm the reason for suspension and send necessary correspondence to the taxpayer. Once complete the case will begin the suspension wait period of 30- or 60-days.

Suspense: Allows a case to be suspended by a tax examiner when requesting additional information or payment from the applicant.• Pending-Applicant Response

Close: A tax examiner indicates the post-processing actions have been completed and the case is ready for retention.• Pending-Post Processing• Resolved-Completed

Alternative Workflow Stages:

Manage Misdirected: A clerk removes a case from processing that was incorrectly sent to the US Certs fax number.• Pending-Misdirected• Resolved-Misdirected

Split Case: A clerk splits a case that was received with more than 1 Form 8802. This allows the separate processing for each form sent to the US Certs fax number.• Pending-Split• Resolved-Split

Manager Review: A Lead tax examiner or Manager answers questions on a case from a tax examiner.• Pending-Manager Review

Reopen: A tax examiner adjusts a previously closed case to add/adjust records as needed.• Pending-Adjustment• Resolved-Adjusted

Multipay Case: A clerk marks a case that has a payment for multiple Form 8802s and a single payment for them all as a multipay. This will create a Multipay case ("MP" ) and then the clerk can split the individual cases which will be tracked in the "MP" case.• Pending-Multipay• Resolved-Multipay