13.4.3 TAMIS Training

Manual Transmittal

March 07, 2019


(1) This transmits revised IRM 13.4.3, TAMIS Training.

Material Changes

(1) Minor grammatical changes throughout to make section clearer.

(2) Incorporate Internal Controls into this section.

(3) Due to reorganization, IRM (2) changed training responsibility from TAS National Headquarters Employee Development .

(4) IRM (1) Course Number changed from 6421.

(5) IRM (5) Changed report-writing software from Eureka and removed. Removed “for licensed users”.

(6) IRM (1) Removed “TAS employees and NTA Toll-free”.

Effect on Other Documents

IRM 13.4.3, TAMIS Training, dated May 01, 2009 is superseded.


Primarily Taxpayer Advocate Service employees and all Operating Divisions and Functions.

Effective Date


Signed by Nina E. Olson,
National Taxpayer Advocate

Program Scope and Objectives

  1. Purpose: This section provides a description of the training available for TAMIS and provides guidelines for the administration of TAMIS training.

  2. Audience and Stakeholders: This information is provided for the benefit of all TAS employees and TAMIS users.

  3. Policy and Program Owner: Executive Director Business Modernization and Director of Business Systems Planning is responsible for the oversight of TAMIS operations.

Responsibility for TAMIS Training

  1. Local Taxpayer Advocates must ensure that all TAMIS users are trained in the proper use of the system. This includes employees in Operating Divisions that have a business purpose (e.g., NTA Toll-free assistors).

  2. Strategy, Assessment & Employee Development (SAED) is responsible for TAMIS training coordination.


  1. The following acronyms can be found with in this IRM Section:

    • BOE - Business Objects Enterprise

    • NTA - National Taxpayer Advocate

    • SAED - Strategy, Assessment & Employee Development

    • TAMIS - Taxpayer Advocate Management Information System

    • TAS - Taxpayer Advocate Service

TAMIS Database Training

  1. Course Number 12050, Taxpayer Advocate Management Information System (TAMIS), can be conducted in a variety of methods. Ideally, the training should be taught in a computer classroom, allowing for individual hands-on practice. If computers are not available, the course has been designed with copies of the appropriate screens throughout the material.

  2. TAMIS can also be taught by combining group discussion with periods of hands-on practice at each participant's workstation.

  3. To access the TAMIS Training database, contact your local TAS Training or TAMIS coordinator for login instructions.

  4. The TAMIS course is designed to provide the mechanics of using the database. Case coding, definitions, procedures, etc., are part of the course only to the extent as to how they are recorded in the system.

  5. Training is available for the TAMIS report-writing software, Business Objects Enterprise (BOE).

TAMIS Updates

  1. The National office will issue "TAMIS Updates" to all users when changes are implemented in the TAMIS database. These updates provide information covering the nature of changes to TAMIS and related user instructions.

  2. Upon receipt, employees should read the complete document to determine the impact on their case actions. Employees should contact their local TAMIS coordinator if they have any questions regarding TAMIS functionality.