Page 24 - IRS Plan

Part III
Part I Part II Obj 1 Obj 2 Obj 3 Obj 4 Obj 5 Part IV Part V

Indicators of success

ü Increased service levels ü Decreased difference between credits and
deductions available versus those claimed,
ü Increased taxpayer service options
and increased access to, and accessibility as well as fewer inadvertent errors and
of, those options improper payments
ü Higher proportion of taxpayers satisfied
ü Decreased filing burdens for taxpayers
with the filing process
ü Wider array of digital options to help taxpayers
and tax professionals interact with the IRS and ü Increased taxpayer satisfaction with IRS
have a more seamless customer experience interactions and service
ü Higher proportion of paperless processes
ü Decreased percentage of returns filed with math
errors or errors related to third-party information and systems throughout the IRS, from intake
reported to the IRS to processing

How improving customer experience will further the energy security and
clean energy provisions of the IRA

• Through enhanced education and assistance, we will help taxpayers understand for which energy
security and clean energy credits they may be eligible, and how to claim them.
• Multichannel assistance will give taxpayers the ability to file and communicate with us through the
channel of their choice.
• Taxpayers will be able to log into their online account to track the status of their account and claims.
• Consumers will be able to transfer their clean vehicle tax credit to a car dealer for an equivalent price
discount starting in 2024.

• Mapping tools will help taxpayers identify potential eligibility for certain energy security and clean
energy tax credits.

IRS IRA Strategic Operating Plan 17
Part II: Objectives and Initiatives