1040 Account Balances
Add/Edit Balances
Total Account Balance:
Pending
Balance Due Years:
Pending
Latest CSED:
Pending
Case
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Service Level
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Case Status
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Tax Prep Tracker
Tax Preparation Notes
9465 Form
Open- Form StatusEnter Details
- EligibilityPending
433-H Form
Open- Form Status
- EligibilityPending
Payment Plan Notes
Voluntary Down Payment Calculator
Business Account Balances / BIZ Calculations
Is the business filing compliant?
Resolutions
- CSED—
- SLIA—
- Simple—
- LR60—
- Pending Expiration—
- Reverse Step—
- Step Up—
- Higher with Savings—
Payoff Amounts
- 30 Days—
- 60 Days—
- 90 Days—
- 180 Days—
Taxes
Compliance:
Required to determine hardship and OIC eligibilityHardships
Open- CNC—
- PPIA—
Financials
Open- Financial Status —
- Disposable Income Pending
Offer in Compromise
Open- OIC Determination—
- OIC Red FlagsPending
Some status update automatically based on actions; however case status can be manually overridden below.
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