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Dealing with Revenue Officers and Payroll Tax Collections

Dealing with Revenue Officers and Payroll Tax Collections

1 Credit

$10

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00369-20-S)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0370)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00369-20-S)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00369-20-S)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Before starting this self study program, please go through the instructional document.

Overview

  • What is a Revenue Officer?
    3 mins
  • Form 9297, Summary of Taxpayer Contact
    14 mins
  • Representing Your Client with a Revenue Officer
    21 mins
  • CAP Appeals
    27 mins
  • Who can be Subject to TFRP?
    38 mins

Course Description

This course covers both how to deal with Revenue Officers and how the IRS collects payroll taxes. The two are often related, so putting them together makes sense. Revenue Officers are assigned to high-priority collections cases, so knowing how Revenue Officers operate is essential to a tax resolution. Participants will learn about what exactly revenue officers do, how they work their cases, and what the best practices are for dealing with them. When it comes to payroll tax collections, there are some fairly large differences compared to individual tax collections. In the second half of the course, we will cover what makes payroll tax collections different, how the IRS collects payroll tax, the different kinds of penalties, and civil/criminal enforcement. 

Key topics:

  • What types of cases are assigned to Revenue Officers and what they  are trying to accomplish
  • Powers of Revenue Officers in terms of enforcement
  • IRS forms used by revenue officers
  • How Revenue Officers work their case and the process they follow
  • Best practices when working a case assigned to a Revenue Officer
  • Differences between individual tax collection and payroll tax collections 
  • Trust Fund Recovery Penalty and how it works

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Learning Objectives

  • To underline the authority and processes followed by Revenue Officers
  • To identify the best practices while working on cases assigned to Revenue Officers
  • To identify how the IRS enforces payroll tax collections, including the various penalties that are associated with them
  • To identify the Trust Fund Recovery Penalty rules
  • To get familiarized with Civil and Criminal enforcement procedures

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros

Testimonial

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