3.24.183. Planning and Control Data

(1) ISRP System transcribes and formats data from paper returns/documents/vouchers for input into the Generalized Mainline Framework (GMF) and other systems by clerks . It also captures check images for archiving. Transaction Management System (TMS) is a COTS product that is an integral part of ISRP.

(1) The following provide authority for the instructions in this IRM to be performed in support of completing compliance functions to make credits or refunds of any internal revenue tax, processing of non-revenue forms, and administrative support forms.

1. Title 26 of the United States Code (USC) or more commonly known as the Internal Revenue Code (IRC)

2. All Policy Statements for Submission Processing are contained in IRM 1.2.1, Servicewide Policies and Authorities, Policy Statements for Submission processing Activities:

• Code sections which provide the IRS with the authority to issue levies

• Congressional Acts which outline additional authorities and responsibilities like the Travel and Transportation Reform Act of 1998 or the Tax Reform Act of 1986

• Policy Statements that provide authority for the work being done

(1) The Operations manager is responsible for securing, assigning and providing training for the staff needed to perform the task required throughout this instruction.

(2) The Planning and Analysis staff is responsible for providing feedback and support to local management to achieve and effectively monitor scheduled goals.

(3) The team manager is responsible for assigning, monitoring and controlling the work flow to accomplish timely completion of the task required throughout this IRM.

(4) The employee is responsible for applying the instruction present to the assigned task on the ISRP system to accurately convert paper data to electronic data record for proper posting for use by the IRS.

(1) Program Reports: Below is a list of reports to use to show receipts, production and inventory for the paper return to electronic data conversion process. These reports will be utilized to report and monitor daily and weekly status of the program to completeness.

• PCC 6040, SC WP&C Performance and Cost Report

• PCC 6240, SC WP&C Program Analysis Report

(2) Program Effectiveness: Goals will be measured utilizing standard managerial reports by documents processed per hour and completion of each function compared to the established schedule for completion each week. Each functionality is expected to retain or exceed schedule prior to the program completion date stated in IRM 3.30.123, Work Planning and Control Processing Timeliness: Cycles, Criteria, and Critical Dates. Quality reviews are expected to be conducted and monitored by local management and corrective action taken to ensure quality products are released to the next function.

(3) Annual Review: Review the processes included in this manual annually to ensure accuracy and promote consistent tax administration. This may be included under responsibilities for a manager.

(1) The reports for the Control Data Analysis, Project PCD, are on the Control-D/Web Access server, which has a login program control.

(1) The following terms or acronyms are utilized throughout this IRM:

(1) IRM 3.24.37, ISRP System - General Instructions.

(2) IRM 3.30.123, Work Planning and Control Processing Timeliness: Cycles, Criteria, and Critical Dates.

(3) The IRS adopted the Taxpayer Bill of Rights in June 2014. Employees are responsible for being familiar with and acting in accordance with taxpayer’s rights. See IRC 7803(a)(3), and the following site for additional information about the Taxpayer Bill of Rights.