Collections
Move levy cases from urgent intake to documented release or resolution.
Quick answer: Levy cases require fast triage and a clear record of notices, collection status, financial facts, agency contacts and the exact relief being requested.
Triage the levy and timing
Identify the levy source, affected funds or wages, notice history and any immediate deadlines or release windows.
Build the current financial picture
Collect the income, expenses, assets and hardship facts needed to explain the requested relief.
Document every IRS contact
Record unit, representative, date, hold or release discussion, requested documents and promised follow-up.
Verify the release or next action
Keep release confirmation, fax details, employer or bank instructions and any follow-up resolution step in the same case record.
Frequently asked questions
What should levy case tracking include?
Notice history, levy source, affected funds, financial documents, IRS contacts, holds, release request and confirmation.
Why verify release details?
The client, employer or bank may need specific confirmation before funds or wage action actually changes.
Put the workflow into one system.
TaxRes CRM connects cases, transcripts, deadlines, communications, documents and follow-up around the actual resolution work.
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