Page 42 - IRS Plan
P. 42

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


          Milestones



                   FY 2024
             1     Systems, data sources, and federal
                   and state partnerships established
                   to support personalized alerts


                   FY 2025
             2     Intake process built so taxpayers can
                   opt into alerts and inform the IRS
                   of life changes

                   FY 2025
             3     Alerts implemented for individual and
                   business taxpayers and tax professionals,
                   including putting customer service
                   mechanisms in place to answer calls
                   and questions related to the alert
                   process and the alerts themselves




          Key dependencies

          1.8 depends on projects in initiatives:
          1.3, 1.4, 4.1, 4.4-4.6

          Initiatives dependent on projects in 1.8:
          1.9








































                                                                                         IRS IRA Strategic Operating Plan   35
                                                                                          Part II: Objectives and Initiatives
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