Page 129 - IRS Plan

Initiative and dependencies spread

Initiative depends on Initiatives dependent on
Initiative projects in initiatives: projects in this initiative:
1.1 Improve availability and accessibility 1.3, 1.4, 1.12, 4.6, 4.7, 1.9, 2.6, 2.7, 5.8
of customer service 5.5-5.7
1.2 Expand digital services and 4.1, 4.3-4.5, 5.5 1.4, 1.9, 1.11, 2.2, 2.7 4.1,
digitalization 4.5, 5.3, 5.8

1.3 Ensure employees have the right 4.4-4.7, 5.5, 5.7, 5.8 1.1, 1.4-1.6, 1.8, 1.10-1.12,
tools 2.1-2.4, 2.7, 3.1-3.6, 5.3, 5.8
1.4 Improve self-service options 1.2, 1.3, 1.12, 4.1, 1.1, 1.6, 1.8, 1.10-1.12, 2.3,
4.4-4.6, 5.5 2.7
1.5 Explore direct file 1.3, 4.4, 4.5, 4.7, 5.7 None

1.6 Enable taxpayers to access 1.3, 1.4, 4.1, 4.4-4.6 2.6
their data
1.7 Provide earlier legal certainty None None

1.8 Deliver proactive alerts 1.3, 1.4, 4.1, 4.4-4.6 1.9
1.9 Help taxpayers understand and claim 1.1, 1.2, 1.8, 2.1, 2.6, None
appropriate credits and deductions 4.5-4.8, 5.1, 5.6-5.8

1.10 Make payments easy 1.3, 1.4, 4.4-4.6 1.11, 2.7
1.11 Build status tracking tools for taxpayers 1.2-1.4, 1.10, 4.1, 4.2, 2.6, 5.8
4.4-4.7
1.12 Streamline multichannel customer 1.3, 1.4, 4.4-4.6, 5.5 1.1, 1.4, 2.7, 5.6, 5.8
assistance
2.1 Identify issues during filing 1.3, 4.1, 4.4-4.6, 5.7 1.9, 2.5, 2.6

2.2 Deliver early and appropriate 1.2, 1.3, 2.5, 3.1, None
treatments for issues 4.5-4.7, 5.5-5.7
2.3 Develop taxpayer-centric notices 1.3, 1.4, 4.2, 4.4-4.6 2.5, 2.6

2.4 Expand tax certainty and issue 1.3, 4.5, 5.1, 5.4, 5.6, None
resolution programs 5.7

2.5 Offer proactive debt resolutions 2.1, 2.3, 2.7, 3.1, 4.6 2.2, 2.7
2.6 Expand engagement with delinquent 1.1, 1.6, 1.11, 2.1, 2.3, 1.9
non-filers 4.5, 4.6

2.7 Use improved data and analytics to 1.1-1.4, 1.10, 1.12, 2.5, 2.5
tailor timely collections contacts 3.1, 4.5-4.7, 5.1, 5.5
3.1 Employ centralized, analytics-driven, 1.3, 3.1, 3.7, 4.5-4.7, None
risk-based methods to aid in the 5.1, 5.4-5.8
selection of compliance cases
3.2 Expand enforcement for large 1.3, 3.1, 3.7, 4.5-4.7, None
corporations 5.1, 5.4-5.8
3.3 Expand enforcement for large 1.3, 3.1, 3.7, 4.5-4.7, 5.1, None
partnerships 5.4-5.8

122 IRS IRA Strategic Operating Plan
Part II: Objectives and Initiatives