Service email

Petitioners and practitioners are electronically served to the email they used during their CMS account creation

Service preferences / indicator

each party on a case has a service preference, including counsel: electronic, paper, or none

When a Petitioner starts a case in paper, their service indicator should default to Paper
When a Petitioner starts a case electronically, their service indicator should default to Electronic.
When a Practitioner starts a case electronically, their service indicator should default to Electronic and the Taxpayer's service indicator should default to None.
When a Practitioner starts a case in paper, their service indicator should default to Electronic (if they have an account) and Paper (if not) and the Taxpayer's service indicator should default to None.
The service indicator for IRS attorneys should always default to Electronic.

Docket clerks are able to edit service indicators for parties
Party service can be modified from electronic to paper, electronic to none, paper to none, or none to paper
Party service cannot be modified from paper or none to electronic
User will receive error message when trying to modify service to electronic from another method

documents filed by a party should be served on the opposing party
If an opposing party has electronic service, any e-filed document is automatically served electronically to the other party
if an opposing party has paper service, it is the responsibility of the filing party to serve the document to the other party by mail and to provide a Certificate of Service, indicating that the other party was properly served
If a document is filed by mail and manually added to the Docket Record, the document will be electronically served on complete of the docket entry

Petitioner Address / Phone Changes

When a petitioner's address or phone number is changed, the system generates a Notice of Change of Address/ Notice of Change of Telephone Number/ Notice of Change of Address and Telephone Number
Notice is automatically served to all electronic service parties
If there is a party on the case who receives paper service, a work item is generated and displays in the Docket Section Document QC

Docket Clerk updates address / phone number

When a petitioner's address or phone number is changed, the system generates a Notice of Change of Address/ Notice of Change of Telephone Number/ Notice of Change of Address and Telephone Number
Notice is automatically served to all electronic service parties
If there is a party on the case with paper service, the system displays modal prompting the clerk to print the document

Notice of Docket Change

If there is a party on the case with paper service and a notice of docket change is generated, the system displays modal prompting the clerk to print the document when QC is complete

When a court-issued document is served, the served date and filed date are populated on the docket record
If there is a party on the case with paper service, the system displays modal prompting the clerk to print the document and directs user to the Print Paper Document
Electronically served parties receive email service for court-issued document immediately when the document is served