IRS Issues 'Progress Report' on Tax-Exempt Improvements
- The IRS is revising the internal manual for processing tax-exempt applications. It has incorporated comments from the Taxpayer Advocate and is training staff members on how to apply appropriate screening criteria.
- To facilitate a better means of choosing reviews by specialists, the IRS is conducting training on new procedures. Senior managers are being reminded of all new procedures and policies. Also, extra training sessions have been added to the 2014 schedule.
- The IRS has developed a process for its Determinations Unit to formally request assistance from the Technical Unit and the Guidance Unit.
- The IRS Emerging Issue Committee will continue to develop guidance for specialists on processing requests for tax-exempt status by groups involving potentially significant political campaign intervention.
- An initial draft has been developed for a training course to be held before each election cycle. This will include an examination of what constitutes political campaign intervention, as opposed to general advocacy, and how to initiate follow-up activities for organizations that may conduct future activities that could jeopardize their tax-exempt status.
- Finally, all eligible organizations in the initial backlog have been contacted. The IRS has offered those organizations the opportunity for expedited processing. The report says 70 percent of cases in the backlog have been closed, including seventy-two that have received favorable determination letters.
The table provided by the IRS indicates that all actions are either completed or are "green" status (i.e., on schedule). For more details on the IRS's progress in this area, go to the IRS website .
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