IRS Logo
Print - Click this link to Print this page

Telephone Forum - TEB Exam Process

TEB Examination Process– Telephone Forum on June 7, 2012

Steven Chamberlin, Manager, Tax Exempt Bonds Compliance & Program Management, together with Tax Law Specialists Janae Lemley, Cathy Webster, and Marie Sullivan provided a general discussion of the examination process. The presentation included the following topics:

  • An overview of the case selection process and work plan
  • A discussion of the examination process from initiation of the exam to the identification of issues
  • An explanation of the examination process from the point of issue identification to the closure of the case
  • A discussion of related topics such as the processes for closing agreements, technical advice, and appeals

A pdf version of a power point presentation is available here.

Questions may be submitted to:   Please put “Exam Process” in the subject line and include your question, a return email address, a contact person and telephone number.



Page Last Reviewed or Updated: 07-Apr-2015