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Published:   |   Last Updated: April 29, 2025

Improve the Customer Experience for Online Accounts Available to Individuals, Businesses, and Tax Professionals

Objective 7

Background

The IRS has continued to expand its online account functionality, but taxpayers and tax professionals still lack comprehensive online accounts. The lack of a robust, self-service avenue to interact online with the IRS fails to adequately meet taxpayer service expectations and forces taxpayers and tax professionals to pursue alternative methods that delay resolution, such as calling for assistance, seeking in-person assistance at a TAC, submitting paper documents, or forgoing assistance entirely.

The IRS Strategic Operating Plan (SOP) contains many objectives that have the potential to transform the modernization of online accounts, such as improving self-service options, building status tracking tools, and expanding digital response options. As the IRS implements its SOP, TAS will continue to advocate for it to develop online account functionality with a taxpayer-centric approach that prioritizes the experience and needs of all taxpayers and tax professionals while incorporating input from stakeholders.

Online accounts with robust services that incorporate the digital-first public experience best practices are an important tool to improve the taxpayer experience and raise taxpayers’ overall satisfaction and trust in the IRS, and TAS will continue to advocate that the IRS implement these best practices.

Highlights

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Status

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Expected Completion Date

09/30/2025

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Activities

Activity 1: Monitor IRS implementation of the SOP objectives relating to online accounts and provide recommendations to ensure the IRS makes timely progress toward developing online account functionality with a taxpayer-centric approach that prioritizes the experience and needs of individual and business taxpayers and tax professionals.

Activity 2: Provide recommendations to the IRS for the expansion of services available within Individual Online Accounts, Business Tax Accounts, and Tax Pro Accounts.

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Actions Completed

1st Quarter

TAS Systemic Advocacy (SA) continues to participate in meetings with IRS Business Operating Division (BOD) representatives focused on Individual Online Accounts, Tax Pro, and Business Tax Account services. TAS is actively monitoring Online Accounts enhancements aimed at improving the taxpayer experience. Additionally, TAS attends demonstrations showcasing enhancements in the online applications environment. User experience and systemic issues are being elevated and tracked through the Systemic Advocacy Management System.

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Actions Completed

2nd Quarter

TAS Systemic Advocacy continues to attend meetings with IRS Business Operating Division representatives for Individual Online Accounts, Tax Pro and Business Tax Account. TAS monitored enhancements within Online Accounts to ensure focus on the taxpayer experience.

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Next Steps

TAS will continue to work with the IRS Business Operating Divisions (BOD) and monitor for enhancements.