irs sets milestones for radically new service

what’s promised between now and the end of 2027.

by 卡塔尔世界杯常规比赛时间 research

funded with $80 billion in new appropriations, the irs has laid out detailed plans for overhauling the service with better customer service, more online options and a modernized information technology system.

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it’s an ambitious – and necessary and long overdue – plan. can the irs pull it off?

we’ll know they can do it if they manage to hit the milestones they’ve set for the next few years. if they do, the united states may be on the road to a just and user-friendly system of tax collection.

here are some of the milestones that will most benefit taxpayers and tax practitioners.

2023

• expanded hours at taxpayer assistance centers
• on-demand service with adequate staffing
• digital enablement platform digitizes certain documents, paper correspondence and non-tax forms
• enhanced scanning of key tax forms (e.g., 940, 941, 1040)
• enhancements to individual, business and tax pro online accounts
• business online accounts launched
• revision of policies and procedures to reduce taxpayer burdens
• online accounts expanded to allow payment schedules, cancelation of payments, saving of bank information, tracking amended returns, more transparent messaging on status, errors, ongoing issues and next steps
• more credentialing service providers for identity-proofing, and better linking of identity information between service channels
• more specialists to increase compliance among high-income individuals and large partnerships and corporations

2024

• taxpayers and tax professionals can schedule service appointments across multiple channels
• data and analytics capabilities to a) predict taxpayer demand and staffing to handle the traffic, and b) estimate processing time for returns and other forms
• increased service availability at tacs and on phones
• highest-priority and end-to-end digital processes implemented
• current transcripts to be user-friendly and in several languages
• business transcripts online in easy-to-read format through business online accounts
• more formal and informal guidance provided quickly to address compliance and service issues (ongoing in future years)
• systems, data sources and federal and state partnerships to support personalized alerts
• new set of scaled outreach and engagement programs
• business online and tax pro accounts payment and direct pay enhancements
• payment capabilities possible by phone
• more online options for identity-proofing for individuals and businesses
• taxpayers and practitioners notified of mismatches for simple types of income and processing errors
• refined technology for assigning optimal treatments to taxpayers
• 72 notices added to individual online accounts and new capabilities for taxpayers and practitioners to respond
• pilot program to invite taxpayers to participate in pre-filing programs
• analytics for detecting non-filers shifted for use immediately after filing deadline
• analytics to predict which taxpayers likely to self-correct to better inform taxpayer contacts
• analytics to identify high-risk compliance cases and to promote voluntary compliance
• refined approaches and treatments piloted for high-income individuals and large partnership and corporate enforcement
• enterprise case management platform modernized to host all compliance workflows, allowing decommissioning of many antiquated applications

2025

• real-time wait time projections for taxpayers seeking on-demand service
• new status tracking enhancements and more accurate real-time status and processing estimates
• high-priority forms, returns and certifications available for electronic filing and digitalization
• new end-to-end digital processes implemented
• new mechanism to push data into return preparation software
• online accounts upgraded to incorporate user-friendly views of accounts and return information (e.g., notices, letters, histories, balances due, etc.)
• intake process allows taxpayers to opt into alerts and inform irs of life changes
• taxpayers and practitioners notified of potential filing issues, including credits for children and dependents, erroneous credits and deductions, etc.
• non-filers receive tailored, proactive outreach before receiving automated assessment or penalties
• new approaches and treatments piloted for detection and enforcement of key emerging issues
• individual core tax processing modernized to replace antiquated processes

2026

• integrated payment capability by card and digital wallet
• taxpayer access to broader range of self-service debt repayment through online accounts
• new workforce to achieve collection coverage

2027

• individual and business core tax processing modernized to begin to completely retire antiquated processes

posted on april 18, 2023