13.4.7 Administrative Reports

Manual Transmittal

April 04, 2017

Purpose

(1) This transmits a revised IRM 13.4.7, Administrative Reports.

Material Changes

(1) Removed references to reports no longer available in TAMIS due to the implementation reports in Business Objects Enterprise. Removed the subsections covering the following reports:

  • Closed Case Results - IRM 13.4.7.2

  • Key Operational Measures - IRM 13.4.7.3

  • OAR Reports - IRM 13.4.7.4

  • Outreach - IRM 13.4.7.5

(2) Renumbered remaining sections adjusting for the obsolete reports.

(3) Removed references to Report Types: Executive Summary and Diagnostic in IRM 13.4.7.1(6) and removed the following Subsections:

  • Case Removals Report - Executive Summary - IRM 13.4.7.7.1

  • Case Removals Report - Diagnostic - IRM 13.4.7.7.1.1

(4) Removed references to reports generated at the National and Area office levels in IRM 13.4.7.1(6).

Effect on Other Documents

This IRM supersedes IRM 13.4.7, Administrative Reports dated April 15, 2011.

Audience

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

Effective Date

(04-04-2017)

Signed by Nina E. Olson
National Taxpayer Advocate

Introduction to Administrative Reports

  1. This section describes the various administrative reports available in the Taxpayer Advocate Management Information System (TAMIS).

  2. To generate a report, access the TAMIS main menu and select the Reports button.

  3. The following reports are available through TAMIS:

    • Case Removals

    • 911H

    • Quality Sampling

  4. You must have permission level 3 or higher to generate reports.

  5. Select the report using the radio button on the TAMIS Reports screen, then select Generate Report. See IRM 13.4.2.7, Permission Levels.

  6. Case Removals Reports can be generated for different office levels.

    1. Org - reflects each group’s information within the Org code plus the Org code’s total.

    2. Group - reflects the group’s information.

  7. For information regarding the Form 911H report, refer to IRM 13.4.7.1.8, Form 911H, Taxpayer Advocate Service Case Information – Form 911 History.

    Note:

    Employees with permission level 1 or higher can generate Form 911H.

  8. Store reports that contain Personally Identifiable Information (PII) in a secure location. Encrypt any reports that contain PII when sending via the internet. See IRM 1.4.18.11.4, PII (Personally Identifiable Information).

Quality Sampling Report

  1. The Quality Sampling report's primary use is to provide a random sample of cases for the Centralized Quality Review (CQR) monthly extract.

  2. You can also generate a random sample of specific types of cases, which can be used for diagnostic purposes. Use the Sample Type drop down list to access the additional sample types:

    • Regular and/or Reopened cases

    • Senate Finance Committee (SFC) cases

    • All Congressional cases

    • Problem Solving Day (PSD) cases

    • Specific How Received Code(s)

    • Specific Issue Code(s)

    • Specific Operating Division

    • Specific Unit/Group Number

    • Employee Assignment Number

  3. Select the Office level of the report unless generating the CQR or Employee Assignment Number report. Reports can be generated at the National, Area or Local office level. Users can only generate the CQR report at the Local office level, and the Employee Assignment Number report for a specified Employee ID.

  4. Enter the beginning and ending dates for the report period. The date range cannot exceed one year. The CQR report period is limited to a monthly report.

  5. Enter the additional prompts for all extracts except the CQR report and the Employee Assignment Number sample:

    • Case Status- Select closed, open with referrals-out, or open excluding referrals-out.

    • Case Type- Select regular, all reopened, specific type of reopen case, or both regular and reopen cases.

    • Criteria Code(s) - Select all, a composite of 1 - 4, a composite of 5 - 9, or individual codes.

  6. Enter the specific prompts for the following sample types:

    1. Specific How Received code(s) – Select up to five individual codes or a composite selection of direct or indirect How Received codes.

    2. Specific Issue code(s) - Select either the Taxpayer, Primary or Secondary Issue code, then select up to five individual issue codes, or a consecutive range of issue codes.

    3. Specific Operating Division – Select the BOD code; i.e., LB&I, SBSE, TEGE or W&I.

    4. Specific Unit/Group Number – Select the Org code and Group number.

  7. For all extracts other than the CQR sample, select the error rate, and the absolute precision level (5 percent or 9 percent).

  8. Select OK to generate the report or Cancel to exit the Report Parameter screen.

Case Removals Report

  1. The Case Removals report provides a listing of cases removed from TAMIS for a specific period.

  2. Report Type is Detail.

  3. Select the office level for the report, Local or Group.

  4. Enter the report beginning and ending date in "mm/dd/yyyy" format.

  5. Select OK to generate the report or Cancel to exit the Report Parameter screen.

Case Removals Report – Detail

  1. The Case Removals Detail report provides specific information on case removals for the period selected.

  2. The report provides the following details:

    1. CS File Number

    2. Action Date

    3. TAMIS Rcv Date

    4. User ID

    5. User Login

    6. User Name

    7. Stat CD

    8. Crit CD

    9. How Rec

    10. ReOP Seq

    11. Taxpayer Name

    12. TIN

  3. Local Detail report displays case removals for the local office selected.

  4. Group Detail report displays case removals for the group number selected.