Optional Examination Plan |
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In some situations, a team manager can elect to use a streamlined examination plan. This is a condensed version of the formal examination plan and is generally limited to Industry Cases. The streamlined examination plan is prepared on Form 4764 and includes limited information such as: Internal Revenue Service Personnel assigned to the examination, Communications Agreement, listing of Taxpayer personnel contacts, Examination Schedule, and a preliminary listing of areas/issues to be examined (Form 4764A). The exact information included is dependent upon the specific facts and circumstances of each examination.
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Page Last Reviewed or Updated: October 15, 2008