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Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.

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IRS adding phone assistance for EIP questions

Yesterday, the IRS announced it has started adding 3,500 telephone operators to answer some of the most common questions about Economic Impact Payments. IRS telephone assistance and other services will remain limited, and answers for most of the common questions related to Economic Impact Payments are available on IRS.gov. The IRS anticipates bringing back additional assisters as state and local advisories permit. Answers for most Economic Impact Payment questions are available on the automated message for people who call the phone number provided in the letter (Notice 1444) announcing that a stimulus payment has been sent. Those who need additional assistance at the conclusion of the message will have the option of talking to a telephone representative.

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