Specialist Referral System (SRS) Submit Referral with LIN link ET Manager Reviews Consulting

Sep 23, 2014

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Referrals. Specialist Referral System (SRS) Submit Referral with LIN link ET Manager Reviews Consulting Reject Accept Formal Referral. Referral Acceptance. ET Specialist will: Examination of selected Payroll return (940, 941, 945) Open and own case in IMS

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Specialist Referral System (SRS) Submit Referral with LIN link ET Manager Reviews Consulting

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Referrals • Specialist Referral System (SRS) • Submit Referral with LIN link • ET Manager Reviews • Consulting • Reject • Accept • Formal Referral
Referral Acceptance • ET Specialist will: • Examination of selected Payroll return (940, 941, 945) • Open and own case in IMS • Martinsburg files W-2 & 1099 requested • Review LIN link • Analyze Schedule M-3 for ET issues • SEC Filings (10K, 14A, etc.) • IDRS – BMFOLU, INOLE, TRPRT, RTVUE, etc. • Review IDR response (Consulting Referral) • Technical Guidance