Procedural Changes and Training Could Improve the Processing of Proposed Denied Applications for Tax Exemption

Submitting OIG:

Date Issued:

Monday, December 19, 2022

Agency Reviewed / Investigated:

Submitting OIG-Specific Report Number:

2023-10-004

Location(s):

Agency-Wide

Type of Report:

Audit

Questioned Costs:

Funds for Better Use:

Number of Recommendations:

View Document:

Attachment	Size
202310004fr.pdf	2.7 MB

Related Open Recommendations

Recommendation Number	Recommendation Status	Significant Recommendation
1	Open	No
Ensure that EOD specialists complete Form 14280, update it to reflect current procedures, and require EOD managers to review and sign off on the form to help ensure that specialists complete all required actions.
4	Open	No
Provide refresher training on the documentation requirements for proposed adverse determination case files to EOD specialists and Quality Assurance reviewers.
5	Open	No
The Director, Exempt Organizations, should ensure that actions taken to address common quality deficiencies identified during the quarterly mandatory reviews and QMP case analyses effectively resolve the issues and take additional actions, if necessary, to improve the quality of case processing.
6	Open	No
The Director, Exempt Organizations, should develop baseline goals for EODQA quality review scores and adjust them periodically, as needed.