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FY24 Goal 3: Provide Timely Outreach and Education to Taxpayers and Practitioners

Organizational Objectives

1
1.

Work with the IRS to improve taxpayer access to telephone and in-person assistance

Status: Open
Expected Completion Date: TBD

Quarterly Update:
1st Quarter: During the first quarter, TAS monitored inventories levels for amended returns and the Level of Service for telephone services. Also, we are awaiting the release of Inflation Reduction Act funding, which will allow a Unified Work Request for system programming to allow the systemic release of decedent refunds without a manual refund being issued. Further, TAS communicated with the Taxpayer Assistance Center function in support of the Taxpayer Experience Day activities: Dates: February 24, 2024, March 16, 2024, April 13, 2024, and May 18, 2024. TAS is working to obtain volunteers, volunteer hours, and locations where TAS will provide support for the Taxpayer Experience Days.

2nd Quarter: During the second quarter, TAS monitored inventories and Level of Service (LOS) and we are awaiting the release of Inflation Reduction Act (IRA) funding, which will allow a Unified Work Request for system programming to allow the systemic release of decedent refunds without a manual refund being issued.

2
2.

Continue to advocate for the need to provide the IRS authority to impose minimum competency standards on paid return preparers of federal tax returns

Status: Closed
Completion Date: 3/31/2024

Quarterly Update:
1st Quarter: During the first quarter, TAS and the National Taxpayer Advocate (NTA) developed the Most Serious Problem (MSP# 5- Return Preparer Oversight) for inclusion in the NTA 2023 Annual Report to Congress (ARC). The TAS preliminary recommendations with IRS initial comments and the final recommendations outlined for IRS response through the ARC tracking and report card process are expected to occur during the second and third quarter of Fiscal Year 2024.

2nd Quarter: During the second quarter, the Congressional Affairs Program conference was conducted and Local Taxpayer Advocates (LTAs) met with their congressional offices. LTAs will continue to meet with congressional staff as necessary to discuss the status of open cases and educate about current tax issues. Also, the National Taxpayer Advocate included as a Most Serious Problem, MSP# 5- Return Preparer Oversight, in the NTA 2023 Annual Report to Congress (ARC).

All actions completed. This Objective is closed.

3
3.

Continue using proactive outreach and education to broaden relationships with taxpayers

Status: Open
Expected Completion Date: TBD

Quarterly Update:
1st Quarter: TAS continued using proactive outreach and education during the second quarter by developing and publishing four pre-filing season outreach products to educate taxpayers about how to avoid return processing refund delays. During the first quarter, we published emerging tax issue information on the Employee Retention Credit moratorium and withdrawal process. Also, we continued to focus on taxpayers’ understanding of these items by using plain language in all our products and incorporating visuals where possible.

We began preparing for the Earned Income Tax Credit (EITC) Awareness Day and for potential outreach partnerships with IRS’s Stakeholder Partnerships, Education, and Communication office and Volunteer Income Tax Assistance/Tax Counseling for the Elderly locations. We partnered with the Low Income Taxpayer Clinic program office and Veterans Affairs to reach out to military and low-income, underserved populations to educate about the EITC, the Child Tax Credit, and the Child and Dependent Care Credit. Further, TAS continued to partner with IRS on their outreach through our web and digital platforms especially in the areas of tax benefits and Community Assistance Visits.

2nd Quarter: During the second quarter, TAS continued using proactive outreach and education to broaden relationships with taxpayers. These included developing publications to advise each Congressmember about emerging tax issues particular to the members’ state/district, developing and publishing social media campaigns including a series of events through a “Wednesday Wisdom” campaign to highlight tax tips for taxpayer, partnering with external stakeholders on Problem Solving Days, hosting case resolution days, partnering with external stakeholders (including United Way, Veteran Affairs, etc.), participating in EITC Awareness Days and Taxpayer Experience Days, and increased the publics’ awareness of the TAS website during outreach events.

4
4.

Continue supporting Low Income Taxpayer Clinics’ efforts to assist taxpayers with tax disputes and expand the program's availability

Status: Open
Expected Completion Date: TBD

Quarterly Update:
1st Quarter: Work on this activity will begin later in Fiscal Year 2024.

2nd Quarter: Work on this activity will begin later in Fiscal Year 2024.

5
5.

Work with the IRS to expand educational opportunities for taxpayers eligible for social benefits administered through the IRS, i.e., EITC, CTC, etc.

Status: Closed
Completion Date: 10/01/2023

Quarterly Update:
1st Quarter: The Taxpayer Advocate Service continually participates on cross functional teams. This objective is closed.

6
6.

Promote the Taxpayer Roadmap

Status: Open
Expected Completion Date: TBD

Quarterly Update:
1st Quarter: TAS continued promoting the Taxpayer Roadmap during the quarter and began developing new tax tips to publish throughout Fiscal Year 2024. Further, we collaborated with the Digital Assets team to recommend updates to the Roadmap. To improve the usefulness of the Roadmap, we added 17 new notices and letters for taxpayer use.

2nd Quarter: During the second quarter, TAS continued to collaborate and update communications to include updating the Name, Image, Likeness, Get Help page, and launching 17 new stops on the Taxpayer Roadmap. During the third quarter, we will develop videos for internal IRS employees to highlight the Taxpayer Roadmap.