Remittance Perfection Technician: U.S. Internal Revenue Service (IRS)

Remittance Perfection Technicians initiates and performs detailed 
research to secure any data available in order to identify taxpayer 
and ensure proper credit of payments received. Payments cover IMF, 
BMF, EOMF, EPMF, IRAF, and NMF Accounts. Reads and analyzes 
correspondence, notices, schedules, etc., to determine taxpayer's 
intent on the application of payments and to determine if additional 
action is necessary and routes to the appropriate area. Payments 
received may apply to several tax years, multiple taxpayer accounts, 
penalties, or for interest. Code and edits remittance amounts, TINs, 
MFTs, tax periods, and name controls when necessary. Ensures correct 
received date applications.

Researches status of account, pattern of previous payments, types of 
tax due, appropriate transaction codes, filing requirements, tax 
periods, and due dates to properly post payments through IDRS (RPS or 
manual). Researches through IDRS and ACS to perform and initiate pre- 
deposit searches on IMF, BMF, and NMF accounts to determine proper 
application of remittances; further research is often necessary 
through MFTRA and NMF accounting.

Initiates contact with taxpayers and/or their representatives by 
telephone on questionable, incomplete items with large dollar or 
unique type remittances to secure missing information and 
verification of the taxpayer's name and TIN and to determine correct 
application of payments when all other forms of research prove 
inconclusive.

Requests backup materials from Files Section or contacts employees in 
other work areas to obtain related returns for review.

Perfects IMF, BMF, EOMF, IRAF, EPMF, and NMF tax forms, applying any 
significant data or information gained from research or taxpayer 
contact. Associates forms with appropriate remittances for processing.
Researches and updates ACS payments for such items as tax payments, 
seizures, and garnishments. Inputs levy source into ACS terminals.
Performs complete research on unidentified items to reduce 
unidentified remittance volume. Prepares case files for Underreporter 
Program referrals.

Determines specific processing requirements and procedures for 
redeemed Treasury Bonds, government checks, foreign remittances, 
special handling cases, and imminent statue cases.

Sorts completed work to applicable tax class, document code and 
determines appropriate processing method, RPS, IDRS, or manual 
deposit.

Reviews research of lower-graded remittance processing clerks. 
Performs as On-the-Job Training Coach for new employees or retrains 
employees to comply with new procedures.

Establishes entity on deceased taxpayers (to prevent payment from 
unposting). Maintains suspense file for individual case leads.
Receives cash remittances from service center lobby operation, 
processing payments and reconciling before forwarding for deposit. 
Performs teller duties for case remittance receipts, reconciles 
differences and processes payments.

Prepares Form 3244, Payment Posting Voucher, as required to apply 
payments. Reviews and verifies deposits, processes payments, and 
forwards for further processing and deposit and provides error 
feedback.

Identifies and applies appropriate procedures to all special handling 
situations (e.g., AT&F returns, Firearms and Explosive Licenses, 
Erroneous Refund Repayments, Treasury Checks and Bonds, dishonored 
checks, offer-incompromise, PRP).

Determines if payments are for IRS and makes necessary arrangements 
for returning misdirected remittances. Corrects unpostables generated 
by input.

Assigns EIN's on IDRS for taxpayers when correspondence states an EIN 
has been applied for and research shows on has not yet been assigned. 
Information required is received from the taxpayer by telephone 
contact. Prepares appropriate SS-4 Form and submits to taxpayer and 
Entity Control.

Processes address changes; initiates 199C letter to taxpayers 
regarding FTD payments and deposit instructions. Researches stale -
dated checks and/or discovered remittances that may be several years 
old to determine if taxpayer has submitted a replacement, if 
discovered payment can be processed, and if an adjustment may be 
required. If adjustment appears necessary, completed Form 3465 and 
routes to appropriate office.

Performs other duties as assigned.