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Status: Closed
Expected Completion Date: 09/30/2024
Quarterly Update:
1st Quarter: TAS worked with the IRS to improve taxpayer correspondence audit participation and agreement and default rates during the first quarter by participating on an IRS Taxpayer Experience cross-functional team, analyzing data, and confirming low-income taxpayers have a high default and no response rate to campus initiated examinations. Also, the team worked to put procedures in place for the newly implemented Docketed Exam Assistance (DEA) process between Automated Underreporter/Correspondence Exam and Appeals. This allows taxpayers to begin using the process which enables them to have their new documentation reviewed by Exam employees faster than the previous process. Further, TAS continues to serve on the Audit Improvement Team and continued their work on enhancing the Form 886-H Earned Income Credit (EITC) Toolkit.
2nd Quarter: During the second quarter, TAS participated in Audit Improvement Teams that collected information from repeat callers to determine why they called the Refundable Credit Exam line multiple times, reviewed IRS.gov webpages to determine the best place(s) to add information about the Document Upload Tool to make it easier for taxpayers to provide supporting documents, reviewed acceptable documents for the Earned Income Tax Credit (EITC) claims to update the list of documents that taxpayers can provide to support their EITC, reviewed the IRS.gov templates for school, healthcare, and childcare providers to determine what updates should be made to make the forms current, and reviewed the IRS.gov EITC webpages to determine improvements that will make information easier for taxpayers to find.
3rd Quarter: During the third quarter, TAS participated on an Audit Improvement Teams that completed its sample review of calls to the Exam toll-free number where the taxpayer had called more than once regarding their exam. The team compiled the information from the calls and is in the process of reviewing that information to determine if there are possible areas of improvement the team can recommend to potentially lower the number of callers that must call the Campus Exam Department more than once to get their questions answered. Further, the team identified several websites to add the link to the Correspondence Exam Document Upload Tool (DUT) to help taxpayers send in documentation without having to call the Internal Revenue Service. Also, the team completed proposed several updates to the acceptable document lists that taxpayers can reference when providing documents to support the refundable credits reported on their tax return. In addition, the team made several updates to the IRS.gov templates that relate to school, healthcare, and childcare providers. Lastly, we identified several IRS.gov webpages to be updated with additional information to make it easier for taxpayers and practitioners to find the information they need such as credit eligibility, acceptable documentation, and how to find a reputable tax preparer.
4th Quarter: During the fourth quarter, the Audit Improvement Team (a TAS/IRS Collaborative team) completed their review of calls to the Exam toll-free number where the taxpayer had called more than once regarding their exam. As a result, an Internal Revenue Manual update has been recommended for examiners to review any and all documentation submitted by the taxpayer during the first call to avoid the need to ask for or submit additional information. Also, the Team made several updates to the acceptable document lists that taxpayers can reference when providing documents to support the refundable credits reported on their tax return. And, the team made several updates to the IRS.gov templates that relate to school, healthcare, and childcare providers. Lastly, the Team identified several IRS.gov webpages to be updated with additional information to make it easier for taxpayers and practitioners to find the information they need such as credit eligibility, acceptable documentation, and how to find a reputable tax preparer. Changes included reducing redundancy, removing unnecessary material, and ensuring plain language.
This objective is closed.