This is where I will be Thursday – anybody want to elaborate on any of these points, I will share with the trainees – ought to be fun ! ! !
Mr. Parker
Thank you volunteering to participate in the Tax Practitioner Speaker Panel on Thursday, August 8, 2019. The purpose of this speaker panel is for you to provide your insight to what it is like to work with a revenue officer and you will be speaking to a group of revenue officer trainees. I wanted to take this opportunity to provide you with the topics of discussion to assist you in preparing for the panel.
We are planning to have our discussion include the following topics;
1. A general overview of your expectations when working with a revenue officer and your expectations of an initial telephone call with a revenue officer.
2. Your approach to providing the Collection Information Statement and balancing the need of the revenue officer to secure that information during a field call.
3. Your process of having your client provide the Trust Fund Recovery Penalty Interview face to face with the revenue officer.
4. The benefits of deadlines and enforced collection for ongoing voluntary compliance.
5. The Collection Appeals Process and your approach to case resolution during appeals process.