Appeals Electronic 3210 (E3210) Test - July 1, 2017 through October 31, 2017

Sep 16, 2026

Memorandum from the IRS Appeals leadership outlines a 120-day Appeals Electronic 3210 (E3210) test for the SB/SE Corporate Data Initiative (CDI) Transmittal Database. The test runs July 1, 2017 through October 31, 2017 and evaluates feasibility for transitioning from the paper Form 3210 Document Transmittal to the database for initiation, suspense, control, acknowledgement, retention, and purge actions. Designated trained Appeals employees will generate transmittals and electronically acknowledge and self-acknowledge E3210s; non-participants continue current Form 3210 procedures.

LanguageEnglish

CategoryLetters

FormatPDF

Pages9

Reading Time3 min

AccessFree to download

Purpose

Test timeline and scope

Background and authority

Procedural change for E3210 testers

Attachment guidance referenced

Effect on other documents

Effective date and contact

Attachment: Transmittal Database Step by Step Process to Initiate an E3210

Step 1

Step 2

Step 3

DEPARTMENT OF THE TREASURY INTERNAL REVENUE SERVICE WASHINGTON, D.C. 20224 June 21, 2017 Control No. AP-08-0617-0008 Expiration Date: 10/31/2017 Affected IRM: IRM 8.20.5 MEMORANDUM FOR APPEALS EMPLOYEES FROM: Anita M. Hill /s/ Anita M . Hill Director, Case and Operations Support SUBJECT: Appeals Electronic 3210 (E3210) Test The Appeals test of the Small Business/Self Employed (SB/SE) , Corporate Data Initiative (CDI) Transmittal Database will begin on July 1, 2017 , and conclude on October 31, 2017. This test will allow Appeals to determine the feasibility of transitioning from the current Appeals Form 3210, Document Transmittal, process to use of the SB/SE CDI Transmittal Database for initiation of an E3210, as well as suspense, control, acknowledgement, retention and purge actions. The test includes designated Appeals employees who received training and have access to the CDI Transmittal Database. Please distribute this information to all affected employees within your organization. Purpose: This guidance provides an overview of the Appeals E3210 process for the 120-day test period from July 1, 2017 , through October 31, 2017. Background/Source(s) of Authority: Form 3210, Document Transmittal, is a required-use document, the purpose of which is to control the transfer of custody for official documents between all IRS offices and functions in accordance with IRM [1.22.3.8](1.22.3.8) , Requirements for Shipping Personally Identifiable Information (PII) . Procedural Change: The Appeals E3210 testers will: • Use the CDI Transmittal Database to generate transmittals (E3210s) for all cases and case related items they transmit both within their local office (if applicable) and to another Appeals Office or an IRS office. • Systemically acknowledge receipt of any E3210 they receive using the CDI Transmittal Database. • Systemically “self-acknowledge” all E3210s receipted and returned to them via mail, fax, or EEFax during the test period. All other Appeals and IRS employees who are not participating in the Appeals E3210 test will continue to use their current Form 3210, Document Transmittal, creation, retention, monitoring, and receipt acknowledgement process. The Appeals E3210 testers will follow the procedures provided in the Attachments listed below: • Attachment \#1 Transmittal Database Step by Step Process to Initiate an E3210 • Attachment \#2 Transmittal Database Step by Step Process for E3210 Status/Actions Effect on Other Documents: The Appeals E3210 test results will be used to determine if Appeals will adopt the SB/SE CDI Transmittal Database for creating all“Appeals-initiated” Form 3210, Document Transmittals (E3210) and phase out the use of Form 3210 paper copies, suspense copies, receipt copies, as well as the physical retention and manual purge process. This IG will not be incorporated into the affected IRM. Effective Date: July 1, 2017 Contact: Appeals personnel should elevate any question through the appropriate management chain. Attachment(s): 1. Transmittal Database Step by Step Process to Initiate an E3210 2. Transmittal Database Step by Step Process for E3210 Status/Actions [cc:](cc: www.irs.gov)[ ](cc: www.irs.gov)[www.irs.gov](cc: www.irs.gov) Transmittal Database Step By Step Process to Initiate an E3210 | STEP | ACTION | NOTES | | --- | --- | --- | | 1. | Access the CDI Transmittal Database using the hyperlink to the production site. | DO NOT USE the [DSTEST] link to the practice site. | | 2.
One
Time
Only | Step 2 is only required the first time you access the production site.
a) Click on the My Profile menu option and a blank User Info template will open with your SEID auto-populated in the SEID field.
b) Complete the following fields with your information. This will be the information that auto-populates on each E3210 you initiate as well as each E3210 you acknowledge within the Transmittal Database:
1. First Name
2. Middle Initia

FAQs

What is the purpose of the Appeals Electronic 3210 (E3210) test?

The test determines the feasibility of transitioning from the current paper Form 3210 Document Transmittal process to the SB/SE CDI Transmittal Database for initiating E3210s and for suspense, control, acknowledgement, retention, and purge actions.

When does the E3210 test period take place?

The test begins July 1, 2017 and concludes October 31, 2017, covering a 120-day period.

Which employees are expected to participate and what will they do?

Designated Appeals employees who received training and have access to the CDI Transmittal Database will generate transmittals, acknowledge receipt electronically, and self-acknowledge E3210s receipted and returned to them during the test period.

Sep 16, 2026

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