About this template
Work type: Tax
Location: United States
Client industry: Generic
Version: 1 (Latest)
This template includes
- 11 tasks
Tax Lien - Discharge
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| Team Tasks | ||
|---|---|---|
| Have Retainer Agreement Signed |
Admin
|
|
| Get Power of Attorney Form 2848 |
Admin
|
|
| Confirm retaner was paid |
Admin
|
|
| Send Tax Lien Letter and Checklist |
Admin
|
|
| Confirm Documents Uploaded From Client |
Admin
|
|
| Draft IRS Form 14135 |
Preparer
|
|
| Draft Lien Discharge Request Cover Letter |
Preparer
|
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| Prepare Discharge Request Package |
Preparer
|
|
| Partner Review and Approval |
Reviewer
|
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| Package sent to client for approval |
Admin
|
|
| Submit package to IRS Lien Unit |
Admin
|