IRS Account Research Worksheet — Collection Issue (Contact by Phone/in Person)
Obtain a tax history and IRS transcripts/records needed to address a collection issue.
Updated: July 17, 2025
Template Category: Templates/Forms
Taxpayer Information Task List — IRS Collection Issue
List of information needed to address a collection issue.
Updated: July 17, 2025
Collection Issue Resolution Checklist
Checklist of sequence of eight steps to be taken to resolve a taxpayer’s collection and related issues.
Updated: July 17, 2025
Form 9327: Nonassertion Recommendation of Uncollectible Trust Fund Recovery Penalty or of Uncollectible Personal Liability for Excise Tax
Version: 10/2009
Updated: July 15, 2025
Request to Withdraw Authorizations and Retire CAF Number
Letter to IRS CAF Unit to request retirement of a CAF number.
Updated: July 15, 2025
CAF77 Listing Request Letter Template
Letter to IRS Disclosure to request a complete listing of all active third-party authorizations on file with the IRS
Updated: July 15, 2025
CAF Number Request- Firm Appointee Template
Letter to request a CAF number for an organization/firm to use on IRS third-party authorizations (Note: alternatively, writing “none” on the first authorization will trigger the IRS to issue the third-party a CAF #)
Updated: July 15, 2025
CAF Number Request- Individual Representative/Appointee
Letter to request a CAF number for an individual to use on IRS third-party authorizations (Note: alternatively, writing “none” on the first authorization will trigger the IRS to issue the third-party a CAF #)
Updated: July 15, 2025
IRS Correspondence Template
Any written communication with the IRS. Contains all best practices in corresponding with the IRS.
Updated: July 15, 2025
Form 669-D: Certificate of Subordination of Federal Tax Lien
A notification from the IRS that it is allowing another creditor’s claim to take priority over the federal tax lien on a specific property, without releasing the lien itself.
Updated: July 11, 2025