Details and status Last updated: July 24, 2013 No. Recommendation Lead ECD Status* 1 Ensure that the memorandum requiring the Director, Rulings and Agreements, to approve all original entries and changes to criteria included on the BOLO listing prior to implementation be formalized in the appropriate Internal Revenue Manual. Director, Exempt Organizations 06/28/2013 09/30/2013 Completed * Green = On schedule, Yellow = Behind schedule, Red = Significant issues Update history July 2013 Because the use of the BOLO lists was suspended (reported in June), the memorandum is no longer operational therefore we are closing this recommendation. However, separately, we are revising the IRM that provides guidance on processing exempt application and have incorporated into the draft comments received from the Taxpayer Advocate and providing training to staff on how to apply appropriate screening criteria. June 2013 Memo issued on May 17, 2012 Memo suspending use of BOLO spreadsheet and outlining alternative procedures, dated June 20, 2013, was issued to staff on June 21, 2013 Provide training to staff on how to apply the appropriate screening criteria in the absence of BOLO lists Return to main page
