IRS Whistleblower Cases

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Tax Rep's template for an IRS whistleblower case

Work type: Tax

Location: United States

Client industry: Generic

Version: 1 (Latest)

This template includes

	Team Tasks
	Client Consultation	Admin
	Send link to SmartVault to upload any documents	Admin
	Obtain signed Form 2848	Admin
	Submit 2848 to IRS CAF Unit	Admin
	Review issues with client and risks involved with whistleblowing	Reviewer
	Draft Form 211 and narrative	Reviewer
	Review 211 package with client for client approval and confirmation	Reviewer
	Submit Form 211 to IRS Whistleblower Office	Reviewer
	Document confirmation receipt from Whistleblower Office	Admin
	Wait to hear the final decision by the Whsitleblower Office	Reviewer