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Initiative 1.6 Enable taxpayers to access their data
Taxpayers will be able to access, download and seamlessly share their tax data and IRS history
Where we are heading Key projects
We will enable taxpayers to securely access their 1. Make transcripts and account data easier
own account data, including transcripts, account to read and understand. Use plain language
balances, payment and account histories, notices, for IRS transcripts for all taxpayers and make
service history, and more. More taxpayers will be them available in additional languages.
able to understand the status of their accounts, 2. Offer user-friendly and portable views
identify and correct errors, and get their questions of taxpayer account and return data
answered via self-service.
and information. Provide taxpayers and tax
professionals the ability to see or download
We will also help taxpayers get their returns right
the first time by providing taxpayers and their account history to see payments, balances,
authorized tax professionals with data and notices, and other information, in line with
similar interactions with financial institutions.
information to help them populate their tax returns
based on prior-year returns and current-year 3. Help taxpayers start their tax returns
information. with data that can go directly into return
preparation software or to authorized return
Providing taxpayers and authorized tax preparers based on taxpayer preference.
professionals with the option to begin tax returns Provide taxpayers and their authorized tax
using data the IRS already has will make the filing professionals the ability to retrieve data from
process easier. We will explore ways to help low- prior-year returns and current-year information
income taxpayers access and use IRS data to in a format that can interact with return
remove barriers to getting the information preparation software if preferred. Taxpayers
necessary to file returns and claim benefits to will have options to question the accuracy
which they are entitled. The information will be of information and correct any information
provided in a format that can interact directly with return discrepancies prior to filing.
return preparation software or can be taken to a
return preparer when authorized by the taxpayer, Milestones
while still ensuring protection of taxpayer privacy.
This service will reduce the chance that taxpayers
will accidentally make a mistake or omission that 1 FY 2024
requires filing an amended return or correcting an Current transcripts updated to be
error after filing. user-friendly and available in Spanish
and other languages
What success would look like FY 2024
2 Business transcripts made available
Success for this initiative would include improving online and in an easy-to-read format
customer satisfaction by helping taxpayers access through Business Online Account
and understand data. Customer service calls
asking for transcripts and other documents that FY 2025
are accessible through the new online tools would 3 Mechanism developed to push data
decrease. Taxpayers who use this data to begin into return preparation software to help
their returns would have fewer document-matching taxpayers prepare current-year tax returns
issues and make fewer amended returns.
30 IRS IRA Strategic Operating Plan
Part II: Objectives and Initiatives
