A member of TEI's delegation explained a matter involving the member's employer in which an Exam specialist tried to raise a new issue in a case, but the Appeals Team Case Leader
did an excellent job of ensuring only the issues initially raised were addressed by Appeals.
Provide the Appeals Team Case Leader's, Appeals Officer's or Settlement Officer's name;
The Appeals Team Manager will respond to the taxpayer and the Appeals Team Case Leader, Appeals Officer or Settlement Officer within two weeks after receiving the taxpayer's request.
The exceptions occur where your case was handled by an Appeals Team Case Leader
who generally has settlement authority.
Under Fast Track Mediation (FTM), an Appeals Officer or an Appeals Team Case Leader acts as a mediator to help the parties resolve factual issues.
An Appeals Team Case Leader facilitates the resolution of both legal and factual issues.
The Appeals Team Manager reviewed the case and assigned it to an Appeals Team Case Leader who developed a work plan and requested resources.
The second option, fast track settlement, allows an Appeals Team Case Leader to use their settlement authority to achieve a mutually acceptable agreement by the parties.
Under Fast Track Mediation (FTM), an Appeals Officer or an Appeals Team Case Leader
will act in the role of mediator to help the parties resolve factual issues.
Under Fast Track Mediation, an Appeals Officer or Appeals Team Case Leader
will serve as mediator to help the parties resolve factual issues.
* Three groups of Appeals Team Case Leaders
in the west sector report to an AD, and four groups in the east sector report to another AD.
Appeals has introduced a new program called "Working Panel Cases." This program uses a panel of three Appeals Team Case Leaders
(ATCL) to settle cases that generally involve significant, high dollar issues.