Interim Guidance on Field Collection Safety Procedures
This memorandum outlines interim guidance on field collection safety measures for revenue officers. It is essential for ensuring the safety of IRS employees during taxpayer contacts. The guidance includes procedural changes, effective immediately, for engaging with taxpayers safely.
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How do I fill this out?
To fill out this document, start by carefully reviewing the interim guidance outlined. Ensure that you follow the outlined procedures for scheduling appointments with taxpayers. Make note of key safety measures to implement during field contacts.

How to fill out the Interim Guidance on Field Collection Safety Procedures?
1
Review the interim guidance carefully.
2
Schedule all taxpayer meetings in advance.
3
Use the provided forms for documenting contacts.
4
Address any safety concerns before proceeding.
5
Follow up as necessary based on the outcomes.
Who needs the Interim Guidance on Field Collection Safety Procedures?
1
IRS revenue officers require this guidance to ensure their safety during field contacts.
2
Taxpayer Advocates need to understand these safety measures for effective assistance.
3
IRS managers should be familiar with these guidelines to support their teams.
4
Compliance officers reference this document to maintain safety standards.
5
Legal representatives may need this guidance when advising clients about IRS procedures.
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What are the instructions for submitting this form?
To submit this form, please ensure it has been filled according to the interim guidance. Email the completed document to the designated IRS department for review. Alternatively, fax it to the applicable number found in the contact section or provide a physical copy to your local IRS office.
What are the important dates for this form in 2024 and 2025?
This guidance is effective immediately as of July 24, 2023, with a review set for July 24, 2025. Ensure compliance with the outlined safety measures before these dates.

What is the purpose of this form?
The purpose of this form is to enhance safety for IRS revenue officers during field collection activities. It provides detailed procedural changes to ensure safe engagement with taxpayers. By following this guidance, revenue officers can better manage safety risks in their fieldwork.

Tell me about this form and its components and fields line-by-line.

- 1. Subject: Interim guidance topic focused on safety during field collection.
- 2. Effective Date: Indicates the date from which the guidance is applicable.
- 3. Procedural Changes: Details changes to the procedures for field officers.
- 4. Contact Information: Includes contact details for any inquiries regarding the guidance.
What happens if I fail to submit this form?
Failure to submit this form may result in non-compliance with updated safety measures, which can compromise the safety of field officers. Such oversight could lead to disciplinary actions and increased risks in field operations.
- Non-compliance: Not following the updated procedures can lead to safety risks.
- Disciplinary Actions: Failure to comply may result in consequences for revenue officers.
- Increased Risks: Not adhering to guidance could expose officers to potential harm.
How do I know when to use this form?

- 1. Field Collections: Used during field collections to engage with taxpayers safely.
- 2. Safety Protocols: Reference for safety measures while conducting field operations.
- 3. Procedure Compliance: Ensures adherence to updated IRS procedures.
Frequently Asked Questions
What is the purpose of this guidance?
The guidance outlines safety procedures for IRS revenue officers during field collections.
Who should follow these procedures?
IRS revenue officers and related personnel should adhere to these safety protocols.
How do I schedule an appointment with a taxpayer?
Use Letter 725-B to confirm meetings in advance with taxpayers.
What should I do if I encounter safety concerns?
Discuss any safety concerns with your manager and follow the outlined procedures.
Can I edit this PDF?
Yes, use the PrintFriendly editor to make necessary changes.
Is there a way to sign this PDF electronically?
Yes, you can add your signature within the PrintFriendly editor.
How can I share this PDF after editing?
You can generate a shareable link to easily share the PDF with others.
What should be done after making edits?
Save the edited PDF and ensure it meets all requirements.
Does this guidance replace previous documents?
Yes, it supersedes previous guidance on field collection safety.
When is this guidance effective from?
The guidance is effective immediately from July 24, 2023.