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IRS Initial-Call Resolution Playbook

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Prepare for more effective IRS interactions with the IRS Initial-Call Resolution Playbook, a practical resource in the Tax Command Center within the IRS Efficiency Accelerator. Use the playbook’s checklists and scripts to gather required case facts, clearly explain issues to IRS agents, avoid common transfer triggers and document interactions for efficient follow-up.

Why use the IRS Resolution Playbook?

The IRS Initial-Call Resolution Playbook helps tax professionals:

  • Prepare required case facts and documentation before contacting the IRS

  • Use clear, consistent language

Download the IRS Initial-Call Resolution Playbook

File name: irs-initial-call-resolution-playbook.pdf

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