About this template
Work type: Tax
Location: United States
Client industry: Generic
Version: 1 (Latest)
This template includes
- 17 tasks
Voluntary Disclosure - IRS
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| Team Tasks | ||
|---|---|---|
| Client Consultation |
Admin
|
|
| Send link to SmartVault to upload any documents |
Admin
|
|
| Review issues and determine if there is criminal exposure |
Reviewer
|
|
| Determine if a State Voluntary Disclosure is necessary, and if so what is required |
Reviewer
|
|
| Have returns prepared if necessary | ||
| Obtain signed Form 2848 |
Admin
|
|
| Submit 2848 to IRS CAF Unit |
Admin
|
|
| Draft Part 1 of the Form 14457 |
Preparer
|
|
| Review Part 1 of the Form 14457 with client |
Reviewer
|
|
| Submit Part 1 of the Form 14457 to IRS |
Reviewer
|
|
| Work on Part 2 of the Form 14457 |
Preparer
|
|
| Review the completed Form 14457 with client |
Reviewer
|
|
| Submit Part 2 of the Form 14457 to IRS upon acceptance into the Voluntary Disclosure Program |
Reviewer
|
|
| Submit returns and back-up when contacted by the auditor |
Preparer
|
|
| Complete the audit |
Preparer
|
|
| Review and sign Closing Agreement Form 906 |
Reviewer
|
|
| Submit signed Form 906 and payment |
Preparer
|
|