Note:
Internal Revenue Manual Part 21. Customer Account Services · 2026-10-03 edition · updated 2026-10-04 · United States
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In both cases, the record would have to be re-entered into the Local Print Queue and the cover letters reprinted.
A “Paper check” window pops up to remind you to make sure that the proper paper is loaded in the printer. Click the “OK” button.
Click the “Print Certs” button to print the certifications. Remember, do not click this button until after you have printed the proper cover letters.
A “Cover check” window pops up to remind you to print the cover letters first. Click the “OK” button if you’ve printed the cover letters. Otherwise, click cancel and start again at (k.).
Go get the cover letter and the certifications from the printer and mail them.
A small box that says “Post-Printing View Mode” appears in the upper-right corner of the Print Console. Click in that box, or press the “Tab” key, to go on to the next record.
Repeat from (i.) for each additional record in the batch or start over from (f.) to print a new batch.
Finish the Closing Sheet – On the Closing Sheet on the batch, fill out the information in the spaces provided including Closed Date, Print Date, Mail Date (the date you printed and mailed the batch), Printed By, and Mailed By (your initials and team number).
Purge the folder – Remove all the paperwork stapled to the top of the folder and take out all paperwork inside the folder. Place the paperwork that was stapled to the top of the folder, on top of the paperwork that was inside the folder. Staple all the paperwork together (or rubber band/binder clip if it is too thick to staple) and place the bundle in the “Closed Case” bucket. Put the empty folder in one of the folder storage boxes.
Printing Quick Reference Guide:
Check Closing Sheet, Status Sheet, and Included Paperwork
Preform Pre-Printing Checklist
Open USRC 6166 Database
Open Main Print Console
Enter Batch Number
Print Cover Letter
Print Certifications
Date Stamp Foreign Forms (if applicable)
Mail Certification Packet
Mark Closed/Printed/Mailed on Closing Sheet
Purge Folder
File on Record-Storage Wall
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