Appeals Notebook

An Appeals notebook contains a legal memorandum stating the taxpayer’s position and the supporting documents.  The memorandum must be reviewed by the clinic director and the entire notebook is reviewed by the associate director.

The completed notebook is sent to the appeals officer reviewing the case a couple weeks before the scheduled conference.  An extra copy of the entire notebook must be retained in the client’s file and the legal memorandum must be saved on the T-drive in the client’s folder.

Resources

Links

Appeals Conference

Documents