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FY24 Goal 1: Resolve Taxpayer Problems Accurately and Timely

Organizational Objectives

1
1.

Work with the IRS to improve taxpayer correspondence audit participation and agreement and default rates.

Status: Open
Expected Completion Date: TBD

2
2.

Work with the IRS Business Operating Divisions to develop procedures for the IRS in reviewing and responding to the Taxpayer Advocacy Panel recommendations, and if necessary, establish steps to reach a Service Level Agreement or mutually agreed upon standard operating procedure for considering Taxpayer Advocacy Panel recommendations

Status: Open
Expected Completion Date: TBD

3
3.

Work with the IRS as it implements plans to modernize paper processing procedures to streamline the processing of paper-filed returns and correspondence

Status: Open
Expected Completion Date: TBD

4
4.

Provide a report to the National Taxpayer Advocate estimating the volume and amount of tax year 2020 refund returns still held by the IRS because of taxpayer non-response with a goal of advocating for the IRS to implement additional procedures to release legitimate refund claims to taxpayers

Status: Open
Expected Completion Date: TBD

5
5.

Conduct and report the findings of a survey along with additional qualitative data from subsequent focus groups to IRS stakeholders that assess the accessibility of tax credits designed to improve the financial circumstances of taxpayers, particularly those with children, and identify the barriers that increase the difficulty or even prevent taxpayers from claiming these credits

Status: Open
Expected Completion Date: TBD

6
6.

Continue recruitment efforts to increase staffing levels focusing on targeted areas, i.e., external applicants, second career professionals, and realign TAS’ services to better meet taxpayer needs

Status: Open
Expected Completion Date: TBD

7
7.

Continue to work with the IRS to establish a status “Dashboard” to provide near real-time processing information including returns and refunds

Status: Open
Expected Completion Date: TBD

Return to FY24 TAS Operational Plan