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10. You receive a call from a taxpayer requesting to set up a payment plan for his balance due on the current year's taxes. You
10. You receive a call from a taxpayer requesting to set up a payment plan for his balance due on the current year's taxes. You review the taxpayer's account and see he qualifies for a payment plan. While researching job aids and reference materials, you find a reference that outlines the process to set up a payment plan. You have been trained on this process, but have never done it before. Given this situation, what would you most likely do? A. Ask a coworker to walk through the steps to set up a payment plan with you. B. Transfer the call to another coworker who is familiar with the payment plan process. C. Set up the payment plan using the process found during your research. D. Request assistance from a technical lead to set up the payment plan for the taxpayer. E. None of the above
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