Managing IRS Resolution Cases
How to create and manage Offer in Compromise (OIC), installment agreements, and penalty abatement cases.
- 01
Create a Resolution Case
Open IRS Resolution > Cases and click '+ New Case'. Select the client, choose the case type (OIC, Installment Agreement, Penalty Abatement, or Innocent Spouse), and enter the tax periods involved.
- 02
Pull IRS Transcripts
Click 'Request Transcripts' to pull account transcripts, wage & income transcripts, and return transcripts from the IRS. Data populates automatically into the case record.
- 03
Use the AI Strategy Engine
Click 'AI Analysis' to get a recommended resolution strategy. The AI evaluates the client's financial situation, tax liabilities, and compliance history to suggest the best approach.
- 04
Generate Correspondence
Use the built-in templates to generate Form 656, 433-A, 433-B, or power of attorney documents. All forms auto-populate from client data.
- 05
Track Case Progress
The case timeline shows every action, IRS response, and deadline. Set reminders for follow-ups. The dashboard shows all active cases with their current status.
Still need help?
Contact our team and we will point you in the right direction.