Note:
Internal Revenue Manual Part 21. Customer Account Services · 2026-10-03 edition · updated 2026-10-04 · United States
If you get a pop-up warning you about updating links to external sources, click the “Don’t Update” button.
The logbook has 2 tabs at the bottom: “Batch Numbers” and “Phase 1 & 2”. Click the “Phase 1 & 2” tab to open the Assigning worksheet.
Unprotect the worksheet. You will need to unprotect the worksheet before you can enter information. In the upper-right corner of the Assigning worksheet, click the button that says “Unprotect”. If the button does not work, you can also unprotect by clicking “Review” in the tool ribbon and then clicking the “Unprotect Worksheet” icon that appears in the toolbar.
Enter the password to unprotect the Assigning worksheet. Ask your Manager or Lead for the current password.
Ensure that all filters are off on the page.
In the blue “Batch Info” section, find the Batch number of the controlled batch.
In the green “Phase 1 – ICP” section, enter the information from the batch sheet into the following fields:• Team # - The team number of the person who controlled the work.• Date Assigned - The date the work was taken to be controlled.• Last Name - The last name of the person who controlled the work.• Returned Completed – The date the ICP was completed.
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