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Process of Managing Tax Cases

This section details sample tasks typically performed by end users when managing tax cases. Your agency may follow a different process according to its business requirements.

End-User Procedures

To manage tax cases, perform the following procedures:

1. Working with Tax Case Files
2. Adding Case Attachments and Notes
3. Managing the Case Calendar and Activities
4. Tax Case Assessment Tasks
5. Routing and Assignment of a Tax Case
6. Associating a Contact or a Partner with a Case
7. Case Correspondence Management
8. Tracking Case Status
9. Closing and Reopening a Case