TARP Procedures

PROCESS: ASSIST INCOME TAX CUSTOMERS IN THE LOCALITY
ASSIST INCOME TAX CUSTOMERS IN THE LOCALITY TASK: Assist a Customer Who has Received a Refund Issued to a Deceased Customer
ASSIST INCOME TAX CUSTOMERS IN THE LOCALITY TASK: Assist a Customer Whose Refund has been Lost, Stolen, or Issued in an Incorrect Name

PROCESS: CALCULATE PENALTY AND INTEREST
CALCULATE PENALTY AND INTEREST TASK: Calculate Penalty and Interest for Individual Income Tax Returns

PROCESS: HANDLE LOCAL BAD CHECK PAYMENTS
HANDLE LOCAL BAD CHECK PAYMENTS TASK: Create and Send the Treasurer's Report of Estimated Payment Bad Checks To Virginia Tax
HANDLE LOCAL BAD CHECK PAYMENTS TASK: Handle Bad Checks for which a Replacement Payment is not Received
HANDLE LOCAL BAD CHECK PAYMENTS TASK: Handle Bad Checks from the Customer

PROCESS: HANDLE LOCAL ESTIMATED PAYMENTS
HANDLE LOCAL ESTIMATED PAYMENTS TASK: Correct and Resubmit Rejected Local Estimated Payment Information to Virginia Tax - Electronic Submission
HANDLE LOCAL ESTIMATED PAYMENTS TASK: Prepare Form 559, Memorandum of Assessment for Local Estimated Payments
HANDLE LOCAL ESTIMATED PAYMENTS TASK: Receive, Screen and Sort Forms 760ES
HANDLE LOCAL ESTIMATED PAYMENTS TASK: Submit Local Estimated Payment Information to Virginia Tax - Electronic Submission
HANDLE LOCAL ESTIMATED PAYMENTS TASK: Submit Local Estimated Payment Information to Virginia Tax - Paper Submission

PROCESS: IRMS EXTERNAL ACCESS SECURITY
IRMS EXTERNAL ACCESS SECURITY TASK: Request System Access Change or Termination
IRMS EXTERNAL ACCESS SECURITY TASK: Reset an External Representative's Password
IRMS EXTERNAL ACCESS SECURITY TASK: Review An External Representative's Profile Information
IRMS EXTERNAL ACCESS SECURITY TASK: Update Your Personal Password

PROCESS: IRMS LOCALITY ACCESS ADMINISTRATIVE ACTIVITIES
IRMS LOCALITY ACCESS ADMINISTRATIVE ACTIVITIES TASK: Complete And Submit Access MOU To TAX

PROCESS: KEY ONLINE ACCELERATED REFUNDS
KEY ONLINE ACCELERATED REFUNDS TASK: Process Accelerated Refunds
KEY ONLINE ACCELERATED REFUNDS TASK: Report an Incorrectly Keyed Online Refund

PROCESS: MONITOR LOCALITY AND SALES DISTRIBUTIONS
MONITOR LOCALITY AND SALES DISTRIBUTIONS TASK: Request Reports
MONITOR LOCALITY AND SALES DISTRIBUTIONS TASK: Review My Locality's Transfers In Progress

PROCESS: OPEN AND SORT MAIL IN THE LOCALITY
OPEN AND SORT MAIL IN THE LOCALITY TASK: Open and Sort Mail

PROCESS: PROCESS RETURNS ELECTRONICALLY IN THE LOCALITY - TAX YEAR 2023
PROCESS RETURNS ELECTRONICALLY IN THE LOCALITY - TAX YEAR 2023 TASK: Become an Authorized E-File Provider
PROCESS RETURNS ELECTRONICALLY IN THE LOCALITY - TAX YEAR 2023 TASK: Process E-File Returns in the Locality

PROCESS: PROCESS TAX DUE RETURNS IN THE LOCALITY
PROCESS TAX DUE RETURNS IN THE LOCALITY TASK: Record Payments Received After the Return is Processed
PROCESS TAX DUE RETURNS IN THE LOCALITY TASK: Report Overpayments to Department of Accounts
PROCESS TAX DUE RETURNS IN THE LOCALITY TASK: Compute and Record the Amount Due Using Form 759
PROCESS TAX DUE RETURNS IN THE LOCALITY TASK: Submit the Monthly Summary (Form 759-C) of Tax Due Returns

PROCESS: REQUEST AN EXONERATION
REQUEST AN EXONERATION TASK: Create and Submit an Exoneration

PROCESS: REQUEST CUSTOMER INFORMATION UPDATES
REQUEST CUSTOMER INFORMATION UPDATES TASK: Request Updates To Customer Information

PROCESS: SCREEN LOCAL FILED TAX RETURNS - TAX YEAR 2023
SCREEN LOCAL FILED TAX RETURNS - TAX YEAR 2023 TASK: Screen for an Accelerated Refund (Form 760) - Tax Year 2023
SCREEN LOCAL FILED TAX RETURNS - TAX YEAR 2023 TASK: Screen Form 760 - Tax Year 2023
SCREEN LOCAL FILED TAX RETURNS - TAX YEAR 2023 TASK: Screen Form 760PY - Tax Year 2023
SCREEN LOCAL FILED TAX RETURNS - TAX YEAR 2023 TASK: Screen Form 763 - Tax Year 2023
SCREEN LOCAL FILED TAX RETURNS - TAX YEAR 2023 TASK: Screen Form 763-S - Tax Year 2023
SCREEN LOCAL FILED TAX RETURNS - TAX YEAR 2023 TASK: Screen Form 770 - Tax Year 2023
SCREEN LOCAL FILED TAX RETURNS - TAX YEAR 2023 TASK: General Screening of Individual Income Tax Returns - Tax Year 2023

PROCESS: TRANSMIT LOCAL FILED RETURNS TO TAX
TRANSMIT LOCAL FILED RETURNS TO TAX TASK: Prepare Returns for Transmittal to Virginia Tax
TRANSMIT LOCAL FILED RETURNS TO TAX TASK: Transmit Returns to Virginia Tax

PROCESS: UNCOLLECTIBLE BILL PROCESS IN THE LOCALITY
UNCOLLECTIBLE BILL PROCESS IN THE LOCALITY TASK: Complete the Local Uncollectible Transmittal Form
UNCOLLECTIBLE BILL PROCESS IN THE LOCALITY TASK: Correct and Resubmit Rejected Local Uncollectible List - EESMC
UNCOLLECTIBLE BILL PROCESS IN THE LOCALITY TASK: Enter Local Uncollectible List Information - IRMS
UNCOLLECTIBLE BILL PROCESS IN THE LOCALITY TASK: Forward Uncollectible Payments to TAX After the Uncollectibel List is Submitted
UNCOLLECTIBLE BILL PROCESS IN THE LOCALITY TASK: Handle Uncollectible Payments Received After December 31st but Before the Uncollectible List is Submitted
UNCOLLECTIBLE BILL PROCESS IN THE LOCALITY TASK: Maintain the Local Uncollectibel LIst - IRMS
UNCOLLECTIBLE BILL PROCESS IN THE LOCALITY TASK: Submit the Local Uncollectible List - EESMC
UNCOLLECTIBLE BILL PROCESS IN THE LOCALITY TASK: Submit the Local Uncollectible List - IRMS