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FY22 Goal 3: Provide Timely Outreach and Education to Taxpayers and Practitioners

Objectives & Activities

1
1.

Expand our outreach efforts with a focus on reaching the underserved and giving taxpayers the tools to help resolve their issues sooner.

  1. Expand the use of virtual outreach, including partnering with the Wage and Investment (W&I) Division on the deployment of Virtual Service Delivery kiosks on Native American reservations to enhance and expand Native Americans’ ability to reach TAS.
    Status: Open
    Expected Completion Date:
    Quarterly Update:
  2. Develop and implement an outreach strategy to reach our underserved taxpayers, who include but are not limited to individuals and businesses unaware of the benefits TAS provides at no cost.
    Status: Open
    Expected Completion Date:
    Quarterly Update:
  3. Partner with the IRS to include our IRS counterparts at Problem Solving Day (PSD) events to expand the issues that can be resolved the day of the event.
    Status: Open
    Expected Completion Date:
    Quarterly Update:
  4. Complete the design phase of the Taxpayer Roadmap Online Tool and explore providing it in Spanish.
    Status: Open
    Expected Completion Date:
    Quarterly Update:
  5. Expand the digital Taxpayer Roadmap Online Tool to include additional IRS processes and explore providing the tool in Spanish.
    Status: Open
    Expected Completion Date:
    Quarterly Update:
  6. Identify opportunities through outreach and case advocacy to advocate for individuals and small businesses who were heavily impacted by the COVID-19 pandemic and who face challenges regarding the taxability of unemployment compensation and proper reporting for PPP loan credits.
    Status: Open
    Expected Completion Date:
    Quarterly Update:
2
2.

Support the Taxpayer Advocacy Panel’s (TAP) effort in identifying tax issues in providing taxpayer perspective and recommendations to the IRS programs, products, and services.

  1. Communicate TAP member availability for providing grassroots taxpayer insights within TAS and to IRS.
    Status: Open
    Expected Completion Date:
    Quarterly Update:
  2. Promote relationships between TAP members and their Local Taxpayer Advocates (LTAs), including encouraging joint outreach efforts.
    Status: Open
    Expected Completion Date:
    Quarterly Update:
  3. Provide support to TAP with assistance with TAP newsletters, new releases, publications and TAP annual report.
    Status: Open
    Expected Completion Date:
    Quarterly Update:
3
3.

Support Low Income Taxpayer Clinics’ (LITC) efforts to assist taxpayers with tax disputes and expand the program's availability.

  1. Partner with the IRS to develop additional strategies to reach underserved taxpayer populations, including work with Tax Exempt/Government Entities’ (TE/GE) office of Indian Tribal Governments to develop an outreach strategy to serve Native Americans.
    Status: Open
    Expected Completion Date:
    Quarterly Update:
  2. Analyze current LITC coverage data, conduct outreach to stakeholders such as LTA and congressional office staff, and identify new strategies to expand services, especially in the Great Plains, Western, and Northwestern regions, and to underserved populations including the Native American/American Indian and Alaska Natives.
    Status: Open
    Expected Completion Date:
    Quarterly Update: