TAP N05-011

DAT Spreadsheet

Statement of Issue:

The Committee was given an Adobe document to score notices using the Document Assessment Tool (DAT) Spreadsheet.

Proposal:

The Committee developed a spreadsheet to help score notices. The Committee recommended IRS adopt the TAP spreadsheet as the official document to be used when scoring notices using the DAT.

Response Notes:

IRS is pleased to use your format as the notice scoring standard. The Excel format proposed is very easy to use, and it incorporates a nice summary sheet on the first page.

As a point of interest, the Notice Support Group was simultaneously working on a similar project. We’d like to incorporate a few additional features as minor enhancements to your spreadsheet:

• A summary score on the scoring page for each section
• A bar graph on the summary page
• Drop-down boxes to allow mouse selection of grades

We look forward to collaborating with you to perfect a tool that will benefit both the TAP and the IRS.