Note:

CQRS must use the site/area identified on the system (e.g., contact recording, etc.).

Site/Area Rec’d Date

Use this field to identify the date a taxpayer's inquiry or case was received at an individual site/area.

User Entry

MM/DD/YYYY

SPRG

Use this field to identify the basic type of work/function being reviewed.

Drop-Down

System tables

Systemic Error

Use this field to identify when a defect attribute was coded due to a systemic failure. For Compliance: If a systemic defect is coded Yes, select from the list of attributes coded "No" on the DCI to determine which are systemic drivers and annotate the Feedback Summary Remarks with the system that caused the systemic failure, i.e., A500 –RGS.

Drop-Down

Yes or No. Defaults to No

Tax Period

Use this field to identify the primary tax period of the case being reviewed. If reviewing a case with multiple modules, depending on the applicable SPRG, enter either the oldest or most recent module, unless otherwise instructed by the Product Line Analyst.

User Entry

YYYYMM

TE/GE Form

Use this field to identify the IRS Form pertinent to the contact (TE/GE Only).

Drop-Down

Team/TAC

Use this field to identify the Team or the Field Assistance TAC Number.

User Entry (NQRS) Drop-Down (EQRS)

Territory

Use this field to identify the Field Assistance and SL Territory Number.

User Entry (NQRS)

1 character

Test Question Number

Use this field to identify the test question number.

User Entry

5 characters

Time Call/Case Completed

Use this field to designate the time of day a call/case was completed.

User Entry

2:00 AM Double-click for current time

Time Call/Case Started

Use this field to designate the time of day a call/case was started.

User Entry

2:00 AM Double-click for current time

Taxpayer Authentication Number (TAN)

Use this field to identify the Taxpayer’s Authentication Number (TAN) being reviewed.

User Entry

xxxxxxxxxx

TIN

Use this field to identify the SSN, EIN, PTIN or ITIN of the case being reviewed.

User Entry

xx-xxxxxxx, xxx-xx-xxxx, Pxxxxxxxx, or Exxxxxxxx

Transfer Date

Use this field to identify the date the case/referral was transferred.

User Entry

MM/DD/YYYY NQRS

Transfer In

Use this field to identify when the taxpayer indicates they have been transferred multiple times.

Drop-Down

Yes or NA. Defaults to NA

Transfer Point

This field is required and can only be coded when the "Phone Transfer" field has been completed. The three-character field should be used to identify the ASPECT Application number to where that call was transferred. Note: Do not input an application number unless it can be clearly determined (i.e., the assistor specified in the conversation or through an ASPECT or CR report). If unable to determine, enter "000" .

User Entry

3 characters NQRS only

Type of Return Schedule (C, E, F)

Use this field to identify the primary schedule to be examined. If more than one, select the most significant.

Drop-Down

UNS Assignment Group

Use this field to identify the assignment group.

Drop-Down

What-Reason 1 Part 1 alpha

Use this field to identify the specific type of error made.

Drop-Down

NQRS only

Web Application Use

Use this field to identify if a web-based application such as Taxpayer Digital Communication (TDC), Documentation Upload Tool (DUT), Text Chat, Secure Messaging, etc. was used by the taxpayer in responding to the case.

Drop-Down

What-Reason 1 - Part 2 num

Use this field to identify the specific type of error made.

Drop-Down

NQRS only

What-Reason 2 - Part 1 alpha

Use this field to identify the specific type of error made.

Drop-Down

NQRS only

What-Reason 2 - Part 2 num

Use this field to identify the specific type of error made.

Drop-Down

NQRS only

Who

Use this field to identify who caused the error on tax abatement cases.

Drop-Down

NQRS only